AdvanceFlow Add-Ins overview

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Administrators must install AdvanceFlow Add-Ins to use AdvanceFlow functions that integrate with other programs, such as Microsoft Office.

Read the following sections carefully to determine which version of the Add-In is applicable for your firm.

AdvanceFlow Client Add-In v.18.3

Follow these steps to download and install the latest AdvanceFlow Client Add-In for the 32-bit version of Microsoft Office.

  1. Log in to advanceflow.com
  2. Click Administration > Downloads.
  3. Click the Downloads Downloads button button.
  4. Click the Add-Ins tab in the workspace.
  5. Click the Office Client Add-In 18.3 link.
  6. Save and run the installation file.

Follow these steps to download and install the latest AdvanceFlow Client Add-In for the 64-bit version of Microsoft Office.

Save and run the AdvanceFlowClient64.msi file.

If you receive an error message indicating that the Visual Studio 2010 Tools for Office Runtime is not installed, download and install this component from https://www.microsoft.com/en-us/download/details.aspx?id=48217External link. (What's this?)

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