Microsoft Office Add-In

Introduction

The Design Studio in CloudFiles is powered by the Microsoft Office Add-in, which enables you to design and manage document templates using HubSpot data. This add-in allows users to build dynamic templates directly within Microsoft applications, without requiring any coding or external tools.

CloudFiles supports the Office Add-in across three Microsoft applications:

• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint

How to Install the CloudFiles office Add-in

To add CloudFiles Word add-in to your Microsoft Word account, start by launching Microsoft Word, Excel or PowerPoint on your PC or in web browser. Then follow the steps below:

1. Navigate to the "Home" tab and click on "Add-ins" to explore available options.
2. In the Add-ins window, select "+ More Add-ins" to open the "Office Add-ins" window, then click on "Microsoft AppSource" to be redirected to appsource.microsoft.com.
3. In the search bar, type "CloudFiles" and browse the results to locate the CloudFiles Add-in.
4. Click "Get it now" to install the add-in. Once the installation is complete, open Word to check the new add-in.
5. In the "New Office Add-in" sidebar, click "Allow and Continue" to launch the CloudFiles Word add-in, ensuring it's ready for use with your HubSpot data.

Refer to the video below to have a visual understanding of these steps -

What You Can Do with the Office Add-in

Using the CloudFiles Office Add-in, users can:

• Create document templates using HubSpot data
• Insert HubSpot properties as dynamic fields
• Add images, tables, links and conditional content
• Work with associated records
• Preview templates using live HubSpot data
• Publish templates directly to CloudFiles for use on HubSpot record pages

The CloudFiles add-in acts as the central design interface for all document generation templates used within HubSpot.