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 a valid microsoft account is necessary to complete the installation successfully and access the cloudfiles add in 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 navigate to the " home " tab and click on " add ins " to explore available options 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 https //appsource microsoft com/en us/ in the search bar, type "cloudfiles" and browse the results to locate the cloudfiles add in click " get it now " to install the add in once the installation is complete, open word to check the new add in 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 since the cloudfiles add in is linked to your microsoft account, once installed in one application (word, excel or powerpoint), it will automatically be available in the other two 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 add in acts as the central design interface for all document generation templates used within hubspot