Tools, Reports, and Import > Use the Microsoft Office Add-in for documents and document templates

Use the Microsoft Office Add-in for documents and document templates

Amicus provides an add-in that you can install into your local copy of Microsoft Word and Excel. It gives you an "Amicus Cloud" ribbon from which you can conveniently upload a document from Word or Excel to Amicus, or perform various document template tasks in Word: create, edit, upload, download, and generate.

Installing the Amicus Cloud Office Add-in

At a computer where Word and/or Excel reside:

● We recommend that you exit Word.

● Log in to Amicus Cloud, choose Options > Firm Setup and click Microsoft Office Add-in.

● Click Download Office Add-in and then follow the onscreen installation instructions.

● Once you've restarted Word, the Amicus Cloud ribbon will appear in it.

● Once you've restarted Excel, the Amicus Cloud ribbon will appear in it.

Logging in

● Upon your initial use of the Add-in, you'll be prompted for your Amicus login credentials.

● As usual, you can choose how long your Add-in login will remain active.

● For security, especially if working at an unsecured computer, you can click Log Out when done.

Saving a document to Amicus from Word or Excel

● Save to Amicus – Uploads the current document (Word document or Excel workbook) to Amicus, in the selected file's folder. It's added as a new document, or as a replacement or new version to an existing document.

● For more about documents, see Document Management.

Working with a document template in Word

● Generate from Template – Generates a new document from the Amicus Word or Amicus Editor template you select. The document opens in Word, ready for you to edit further, print, save locally, or save to Amicus.

● Variable – Shows a dropdown list of available Amicus variables (including file and contact custom fields). Choosing one adds it to the document, which you'll later upload to Amicus as a template.

● Command – Shows a dropdown list of available Amicus commands. Choosing one adds it to the document, which you'll later upload to Amicus as a template.

● Show Syntax – Highlights the Amicus variables and commands in the document, to help you review your template design work.

● Upload Template – Uploads the document to Amicus as an Amicus Word template (if DOCX), or as an Amicus Editor format template (if HTM, HTML, or DOCX). It's either added as a new template, or replaces an existing template of the same name.

● Download Template – Downloads a copy of a selected template (commonly an Amicus Word template). It opens in Word, ready for editing.

● For more about document templates, see Document Assembly. In particular, see:

o Which template format: Amicus Editor or Amicus Word?

o Create, view, or edit a document template in Word

o Generate a document in Word

Refreshing the data used by the add-in

● Refresh Firm Data – Requests your Amicus Cloud credentials, and then updates the Amicus data kept locally by the Add-in: your firm's file, document category, and custom field lists, etc. Click whenever necessary.