Adding the Office Add-in in the Word document from the SharePoint document library is quite easy. The task pane is added in the Word document on the right and every time a document opens, the task pane appears.
But, if the user closes the task pane from Word, the add-in won’t appear anymore. The user must manually add the add-in every time to use the Word task pane – open the document in the browser from the SharePoint library and add the add-in in Word. Then, on opening the Word document in Word client, the task pane will appear again. This process of adding the add-in every time is hectic. To overcome this challenge, we can add the Addin from the Word client and use it directly from there. So, there would be no need to open the document in the browser and then use the add-in.
These are the basic steps to achieve it:
- Open your Word document.
- Click on File -> Options.
- Select Trust Center -> Trust Center Settings as you can see in the below screen.
- Select Trust Addin Catalogue. You can either provide the local file server URL or the App catalog URL where the manifest file is deployed on the O365 account.
- App catalog URL:- https:///sites/AppCatalog/Local File server URL: file://
- Provide the O365 App catalog URL. Click on Add Catalogue button and check the Show in Menu option as you see in the below screen.
- Click OK.
- Close the document.
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- Now open the document template. Click on Insert tab from the ribbon and click My Addin.
- Office Add-ins popup will open up. Under My Organization tab, the required add-in will be available as shown in the below image. Select the add-in and click Add. This will add the Addin Task pane in the Word document.
