Microsoft Excel and Word Onvio Office add-ins

The Onvio add-in ribbon in Microsoft Excel and Microsoft Word enables you to create dynamic documents in which your firm or client information (name, demographic information, dates, etc.) is linked in real time from Onvio.

Download and install the add-ins

Before you download and install the Microsoft Excel and Microsoft Word Add-ins, verify and perform the following actions, if necessary.

  • Uninstall any separate installations of the Excel and/or Word add-ins that were previously installed.
  • Verify which version of Office for Windows that you have installed (32-bit or 64-bit). (Note that it is possible that you can run the 32-bit or the 64-bit version of Office on a 64-bit machine.)

Choose one of the following links to download the appropriate zip file for the Microsoft Excel and Word Onvio Add-in, open the zip file, and then double-click the .MSI to start the installation.

All-in-one installation file for the Microsoft Excel and Word Onvio add-in ribbons
Onvio add-ins (32-bit)
Onvio add-ins (64-bit)

Notes:

  • Onvio Link must be installed on your computer to download linked Microsoft Excel and Word documents and to use the Onvio ribbon.
  • Like Onvio Link, you can install and use the office add-ins only on computers that run a Microsoft Windows operating system.

Explore the add-in in Excel

Open an Excel file that you've downloaded in Advisory via Onvio Link.

You can perform the following actions from the Onvio ribbon in Excel.

Explore the add-in in Word

Open a Word document that you've downloaded in Advisory via Onvio Link.

You can perform the following actions from the Onvio ribbon in Word.

  • Insert text variables from the Variable panel.
  • Recalculate/refresh linked fields in the document.
  • Toggle field codes on/off in the document to easily update variable data in the document.

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.


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