Workpapers Custom Templates add-in installation
There are
2
primary methods for deploying this add-in within your organization, depending on your needs and IT infrastructure.Before you begin, you'll need to have the add-in manifest file (XML file) provided by Thomson Reuters. You can select 1 of the following methods to install the add-in:
- Sideloading in Excel for the web: This method lets individual users directly upload the add-in manifest in Excel for the web for immediate usage.noteThis method is primarily for individuals.
- Network Share:This method involves making the add-in manifest available on a shared network folder, which users then add as a trusted catalog in Excel.noteThis method is recommended for smaller/offline environments.
