Documentation

Getting Started with Data Publisher for Word

Transform your data into professional Word documents in minutes. This guide will walk you through everything you need to know to get started with Data Publisher for Word.

Quick Start (5 minutes)

  1. Install the add-in from Microsoft AppSource
  2. Create an account or sign in with existing credentials
  3. Choose a template or create a new document
  4. Connect your data (CSV, database, or API)
  5. Generate your document with one click

1. Installation

Install from Microsoft AppSource

The easiest way to get started is to install Data Publisher directly from Microsoft AppSource:

Installation Steps

  1. Open Microsoft Word (Desktop or Online)
  2. Go to Insert → Add-ins → Store
  3. Search for "Data Publisher for Word"
  4. Click Add to install the add-in
  5. Accept the permissions when prompted

System Requirements

Windows

  • Word 2016 or later
  • Office 365 subscription
  • Windows 10 or later
  • Internet connection

Mac

  • Word 2016 or later
  • Office 365 subscription
  • macOS 10.14 or later
  • Internet connection

Web

  • Word Online
  • Modern web browser
  • Office 365 account
  • Internet connection

2. Account Setup

After installing the add-in, you'll need to create an account or sign in with existing credentials.

Creating Your Account

Sign Up Process

  1. Open the Data Publisher task pane in Word
  2. Click "Sign Up for Free Trial"
  3. Enter your email address and create a password
  4. Verify your email address
  5. Complete your profile information
  6. Choose your subscription plan (14-day free trial available)

3. Best Practices

Data Quality

  • Clean your data before import
  • Use consistent naming conventions
  • Validate data types and formats
  • Handle missing values appropriately

Design Consistency

  • Create and use custom templates
  • Maintain brand guidelines
  • Use consistent formatting
  • Test templates with sample data

Security

  • Use secure connection methods
  • Protect sensitive data sources
  • Regularly update passwords
  • Monitor access logs

4. Troubleshooting

Common Issues and Solutions

Add-in Won't Load

Solutions:
  • Check your internet connection
  • Clear your browser cache (for Word Online)
  • Restart Word and try again
  • Verify Office 365 subscription is active

Template Not Working

Solutions:
  • Check field mappings are correct
  • Verify data format matches template expectations
  • Try with sample data first
  • Contact support for template assistance

Need More Help?

If you're still experiencing issues:

Next Steps

Now that you've mastered the basics, explore these advanced features: