Microsoft Powerpoint Add-in (Windows)

Introduction

The Workiro add-in for Microsoft Powerpoint provides a quick way to convert presentations into productive Workiro threads, or simply store them against connections.

Minimum requirements

• Microsoft Powerpoint for Windows: 2013 or later
• Microsoft Operating System: Windows 8 or later, Windows Server 2008 R2 or later
• Workiro Desktop App for Windows: Latest version

Installing the add-in

• Install the Workiro Desktop App for Windows or ensure you are running the latest version.
• Navigate to Settings > Apps & Integrations from where you can download and run the add-in installer for Windows from the following location: https://downloads.getbusy.com/vstopowerpointaddin/setup.exe
• Having run the installer file you downloaded in the previous step, click Install.
• Restart Microsoft Powerpoint if it was open during the Installation of the add-in.
• Once installed, the add-in will automatically update when new versions become available.

Using the add-in

Following the installation of the add-in and a restart of Microsoft Powerpoint, a new Workiro button group will appear in your Powerpoint ribbon. 

With a presentation open, choose one of the available options:

• Add uploads the Powerpoint presentation to Workiro
  • You can change the document name and must relate it to at least one connection for storage.
• New thread starts the creation of a new Workiro thread
  • The Powerpoint presentation is added as an attachment.
  • You can finish creation of the thread manually or apply a template
• Sign creates a new Workiro signature thread.
  • The Powerpoint presentation is first converted to a PDF so it can be prepared for signing
  • You can prepare the PDF for signing manually, or apply a signature template