March 17, 2025

Adding XpressDox Cloud Office Add-in

This article shows the steps you need to take to install the XpressDox Cloud Add-in which allows your users to access your cloud account from within Microsoft Word.

 

Please note

  • These instructions are for XpressDox cloud users. If you are using a self-hosted server, contact support for more information.
  • The required Azure role to perform these steps is the Global Administrator role in your Azure AD tenant, which grants the ability to manage and deploy apps for Microsoft Office.

 

  1. Open the Microsoft 365 Admin Center

 

Go to Microsoft 365 Admin Center and sign in with your admin account.

You can run XpressDox document automation cloud templates from inside Word

 

  1. Navigate to Integrated Apps

 

In the left-hand menu, Click on ‘Show all’, go to Settings > Integrated Apps.

 

  1. Add a New App

 

Click ‘Upload custom apps’

 

  1. Choose the Upload Method

 

In the ‘Deploy New App’ Submenu that pops up. Choose ‘Office Add-In’ as your App type.

 

  1. Enter the Manifest File URL

 

Use the following URL – https://word365.xpressdox.com/XpressDox.DocumentAssembly.O365Addin.xml

 

     

     

    Click Validate to ensure the manifest file is accessible and formatted correctly.

     

     

    If validation is successful. Proceed by clicking next.

     

    1. Assign Users and Permissions

     

    Choose whether you want to deploy the app to all users or specific groups. You can add it to specific users as well as shown in below screenshots.

     

     

     

    Review the permissions requested by the app and click Next

     

     

    1. Review and Deploy

     

    Confirm the settings and click ‘Finish Deployment’.

     

    Microsoft will process the deployment, and the app will become available to users as per the selected settings.

     

    1. Verify Installation

     

    Once deployed, users can access the app through Microsoft 365 Apps like Word, Outlook, or other services based on the app type.

    The add in will be found in Word under the home tab

     

     

    At this point, users may need to restart Word failing which they should restart their PC.