How to install the PatternBuilder Plugin in Word for NetDocuments (central deployment)

Posted in NetDocuments Tips, PatternBuilder on November 15, 2023 by Craig Bayer

In a previous article we discussed how one user could add the Pattern Builder Plugin for Word.  This article explains how to central deploy the PatternBuilder plugin via Office 365 to all your users or a select group. 

Step 1: Go to https://admin.microsoft.com/

Step 2:  Go to Integrated apps

image

Step 3: Go to Upload custom apps

image

Step 4:  Make sure Office Add-in is selected and go to provide Manifest file

image

Step 5:  Paste in the below hyperlink and click Validate

https://m365-word.netdocuments.com/word-addin/ndWord-AddIn.xml

image

Step 6: Choose who in your organization should get the App

image

Step 7: Click Next and Finish Deploying

Users should now be able to add the NetDocuments Word Add In. 

image

From NetDocuments:  https://support.netdocuments.com/s/article/NetDocuments-M365-Word-add-in#Centralized

About the Author

Craig Bayer is the founder and leader of Optiable, an award-winning document management (DMS) consulting firm dedicated to helping law firms seamlessly integrate NetDocuments. Specializing in firms with 10 to 150 users, he has successfully guided over 500 law firms across the United States and Canada through NetDocuments implementations since 2010.

With deep expertise in the legal industry, Craig has a proven track record of optimizing technology to meet the unique needs of law firms. His certifications include industry-leading tools such as Amicus Attorney, Centerbase, Clio, PCLaw, HotDocs, TimeMatters, Soluno, and Worldox, enabling him to deliver comprehensive solutions tailored to each client’s workflow and goals.

Craig Bayer