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Workpapers Custom Templates add-in installation
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This article applies to:

  • Subject: Add-in,Workpapers

Use the Microsoft 365 Administrator Center to install the add-in

This installation method is the recommended method for most organizations as it provides centralized management, control over user assignments, and automatic updates.
Do the following to install the add-in with the Microsoft 365 Administrator Center:
note
You'll need to be a Microsoft 365 Global Administrator or an Exchange Administrator for your organization to complete these steps.
  1. Make sure you have the
    manifest.xml
     file for the add-in saved on your local device.
  3. Sign in with your Microsoft 365 Global Administrator or Exchange Administrator credentials.
  4. Select
    Settings
     then
    Integrated Apps
    .
  5. Select
    Upload Custom Apps
    .
    The
    Deploy New App
     screen opens.
  6. Select
    Upload manifest file (.xml) from device
    .
  7. Select
    Choose File
     then go to the location you saved the
    manifest.xml
     file.
  8. Select
    Next
    .
  9. Select 1 of the following for who gets the add-in:
    • Just me
      : Only your administrator account will get the add-in (useful for initial testing by an administrator).
    • Entire organization
      : The add-in will be deployed to everyone in your organization.
    • Specific users/groups
      : You can search for and select specific users or Microsoft 365 groups. This is recommended for targeted rollouts.
  10. Select
    Next
    .
  11. Review your deployment settings, including application details, assigned users, and permissions.
  12. Select
    Finish Deployment
    .
    You'll get a message indicating that the deployment has started. It may take a few minutes for the application to be fully deployed.
  13. Select
    Done
    .
    The add-in will show in the
    Integrated apps
     list. It can take up to 24 hours for the add-in to appear in users' Excel applications.
The users who got the add-in will need to do the following:
  1. In Excel, select
    Home
    Add-ins
    Office Add-ins
    .
  2. On the
    Admin Managed
     tab, the new Workpapers NG add-in will be listed. Select
    Add
     to install it.

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