AdvanceFlow Add-Ins overview

Alerts and notices

A staff member with the appropriate permissions in AdvanceFlow can download the AdvanceFlow Add-Ins installation package. All AdvanceFlow users must complete the AdvanceFlow setup checklist and install the AdvanceFlow Add-In to be able to use the functions that integrate with Microsoft Office applications such as, Microsoft Excel, Word, and Outlook.

Determine whether the 32-bit or 64-bit version of the add-in is appropriate for your firm, and then install the appropriate add-in using the steps below.

  1. Open a file in Microsoft Excel or Microsoft Word.
  2. Choose File > Account.
  3. Click the About Excel or About Word button.

    At the top of the About Excel or About Word dialog, the application displays either the 32-bit or 64-bit version following the application version number.

Follow these steps to download and install the latest AdvanceFlow Client Add-In.

  1. In Internet Explorer, enter into the URL address field and log in the the AdvanceFlow application.
  2. Click the Administration group button at the bottom of the left pane.
  3. Click the Downloads Downloads button button.
  4. Click the Add-Ins tab in the workspace.
  5. Click the Office Client Add-In XX.X link that is most appropriate bit version of Microsoft Office (where X represents the version number of the add-in).
    • For the 32-bit version of Microsoft Office, click the Office Client Add-In XX.X (32-bit).
    • For the 64-bit version of Microsoft Office, click the Office Client Add-In XX.X (64-bit).
  6. Save and run the installation 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 link. (What's this?)

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Internal notes

The AdvanceFlow Add-Ins can be downloaded from the following locations if there is not anyone available at the firm with permissions to access Administration > Downloads.