IMPORTANT Please do not install ADA via Microsoft's Admin Center. Install the add-in directly in Word or from Microsoft App Store, following the instructions below.
Following along in MyCase is recommended as you read the steps:
Overview
This guide provides instructions on how to install Advanced Document Automation directly on Microsoft Word and from the Microsoft App Store.
Can I Use the Word Add-In on Multiple Computers?
Yes, you can launch ADA on any computer, similar to MyCase.
IMPORTANT NOTE: Use the same computer to build or edit your templates. Due to Microsoft's handling of Document IDs, templates need to be edited on the same computer on which they were originally built.
Microsoft Word
The following steps provide instructions on adding ADA directly on Microsoft Word:
In the Word Ribbon, click on Insert > My Add-ins> Office Store
Search for MyCase
Download the app and enter your login credentials to connect your MyCase account
Microsoft App Store
The following steps provide instructions on adding ADA from the Microsoft App Store:
Click the Install Advanced Document Automation button below and you'll be directed to the App Store
When you're on the App Store Page click "Get it now"
Log in to your Microsoft Account (a Microsoft account is required to use Word add-ins)
Click "Open in Word"
Click "Trust this add-in"
