Install the Engagement Manager Add-in to use the functions that integrate with Microsoft Office applications.
note
We support the current and 1 prior version of the client add-in. If your firm experiences any issues, make sure you have the latest version of the client add-in installed.
Find which version of Word or Excel you have installed:
Open either Microsoft Excel or Word.
Select
File
and choose
Account
.
Select
About Excel
or
About Word
.
Note if the version is 32-bit or 64-bit.
Open Engagement Manager.
Select
Setup
, then
Downloads
.
In the Add-Ins section of the Downloads screen, choose the Office Client Add-In with the version that matches your installed version.