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Workpapers Custom Templates add-in installation

There are
3
 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:
  1. 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.
    note
    This method is primarily for individuals.
  2. 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.
    note
    This method is recommended for smaller/offline environments.
  3. Microsoft 365 administrator center:
     This method grants centralized deployment to specific users, groups, or everyone in your organization. It ensures users automatically receive the add-in and updates.
    note
    This method is recommended for broad deployment.

This article applies to:

  • Subject: Add-in,Workpapers

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