Office on Mac (connected to a Microsoft 365 subscription) - Message Read - Message Compose - Appointment Attendee (Read) - Appointment Organizer (Compose) - Add-in Commands - Mailbox 1.1 - Mailbox 1.2 - Mailbox 1.3 - Mailbox 1.4 - Mailbox 1.5 - Mailbox 1.6 - Mailbox 1.7 - Mailbox 1.8: Not available: Office 2019 on Mac (one-time purchase. To get new add-ins, select Store. To use add-ins you already have, select My Add-ins. The add-ins you'll see will depend on the app you're using and the kind of Microsoft 365 subscription you have. Office for Mac doesn't currently support organization-based add-ins.
The Software Requirements for the Valant IO are as follows:
PC Users:
Operating System:
Windows 8.x (The standard version of Windows 8 cannot be added to a domain)
Windows 8.x Professional
Windows 8.x Enterprise
Windows 10.x
Notes:
Microsoft Windows XP Professional is not HIPAA compliant, therefore it is not a supported operating system
Microsoft Vista is not HIPAA compliant, therefore it is not a supported operating system
Windows RT is not a supported operating system for the core EMR
Mobile Notes is platform free and not restricted by browser requirements.
Internet Browser:
Valant IO is currently support on the most recent versions of
Google Chrome
Mozilla Firefox
Additional Software:
Valant Word Add-in (for PC only)
Microsoft Word 2007 or higher (Word Starter 2007 does not support macros, therefore it is not supported)
Adobe Reader v9.x or higher
Adobe Flash Player v12.x or higher (necessary for e-learning content - download)
Mac Users:
Operating System:
Macintosh 10.11 (Intel-based) or higher.
Internet Browser:
Google Chrome
Mozilla Firefox
Additional Software:
Adobe Reader v9.x or higher
Microsoft Word for Mac 2008 or higher
Microsoft Word Starter 2008 does not support macros, therefore it is not supported
Adobe Flash Player v12.x or higher (necessary for e-learning content - download)
NOTE: Customers with the Billing module and use our partner, Change Healthcare, will require access to a PC with IE v8.x or higher to check the status of submitted claims
-->Applies to: Word 2016 or later on Windows, and Word on iPad and Mac
In this article, you'll walk through the process of building a Word task pane add-in.
You can create an Office Add-in by using the Yeoman generator for Office Add-ins or Visual Studio. The Yeoman generator creates a Node.js project that can be managed with Visual Studio Code or any other editor, whereas Visual Studio creates a Visual Studio solution. Select the tab for the one you'd like to use and then follow the instructions to create your add-in and test it locally.
Tip
To use the Yeoman generator to create an add-in that uses single sign-on (SSO), see instructions in the Single sign-on (SSO) quick start.
Note
If you aren't familiar with Node.js or npm, you should start by setting up your development environment.
Node.js (the latest LTS version)
The latest version of Yeoman and the Yeoman generator for Office Add-ins. To install these tools globally, run the following command via the command prompt:
Note
Even if you've previously installed the Yeoman generator, we recommend you update your package to the latest version from npm.
Run the following command to create an add-in project using the Yeoman generator:
Note
When you run the yo office
command, you may receive prompts about the data collection policies of Yeoman and the Office Add-in CLI tools. Use the information that's provided to respond to the prompts as you see fit.
When prompted, provide the following information to create your add-in project:
Office Add-in Task Pane project
Javascript
My Office Add-in
Word
After you complete the wizard, the generator creates the project and installs supporting Node components.
Tip
You can ignore the next steps guidance that the Yeoman generator provides after the add-in project's been created. The step-by-step instructions within this article provide all of the guidance you'll need to complete this tutorial.
The add-in project that you've created with the Yeoman generator contains sample code for a very basic task pane add-in. If you'd like to explore the components of your add-in project, open the project in your code editor and review the files listed below. When you're ready to try out your add-in, proceed to the next section.
Navigate to the root folder of the project.
Complete the following steps to start the local web server and sideload your add-in.
Note
Office Add-ins should use HTTPS, not HTTP, even when you are developing. If you are prompted to install a certificate after you run one of the following commands, accept the prompt to install the certificate that the Yeoman generator provides.
Tip
If you're testing your add-in on Mac, run the following command before proceeding. When you run this command, the local web server starts.
To test your add-in in Word, run the following command in the root directory of your project. This starts the local web server (if it's not already running) and opens Word with your add-in loaded.
To test your add-in in Word on a browser, run the following command in the root directory of your project. When you run this command, the local web server will start (if it's not already running).
To use your add-in, open a new document in Word on the web and then sideload your add-in by following the instructions in Sideload Office Add-ins in Office on the web.
In Word, open a new document, choose the Home tab, and then choose the Show Taskpane button in the ribbon to open the add-in task pane.
At the bottom of the task pane, choose the Run link to add the text 'Hello World' to the document in blue font.
Congratulations, you've successfully created a Word task pane add-in! Next, learn more about the capabilities of a Word add-in and build a more complex add-in by following along with the Word add-in tutorial.
Visual Studio 2019 with the Office/SharePoint development workload installed
Note
If you've previously installed Visual Studio 2019, use the Visual Studio Installer to ensure that the Office/SharePoint development workload is installed.
Office 2016 or later
Note
If you don't already have Office, you can join the Microsoft 365 developer program to get a free, 90-day renewable Microsoft 365 subscription to use during development.
In Visual Studio, choose Create a new project.
Using the search box, enter add-in. Choose Word Web Add-in, then select Next.
Name your project and select Create.
Visual Studio creates a solution and its two projects appear in Solution Explorer. The Home.html file opens in Visual Studio.
When you've completed the wizard, Visual Studio creates a solution that contains two projects.
Project | Description |
---|---|
Add-in project | Contains only an XML manifest file, which contains all the settings that describe your add-in. These settings help the Office application determine when your add-in should be activated and where the add-in should appear. Visual Studio generates the contents of this file for you so that you can run the project and use your add-in immediately. You change these settings any time by modifying the XML file. |
Web application project | Contains the content pages of your add-in, including all the files and file references that you need to develop Office-aware HTML and JavaScript pages. While you develop your add-in, Visual Studio hosts the web application on your local IIS server. When you're ready to publish the add-in, you'll need to deploy this web application project to a web server. |
Home.html specifies the HTML that will be rendered in the add-in's task pane. In Home.html, replace the <body>
element with the following markup and save the file.
Open the file Home.js in the root of the web application project. This file specifies the script for the add-in. Replace the entire contents with the following code and save the file.
Open the file Home.css in the root of the web application project. This file specifies the custom styles for the add-in. Replace the entire contents with the following code and save the file.
Open the XML manifest file in the add-in project. This file defines the add-in's settings and capabilities.
The ProviderName
element has a placeholder value. Replace it with your name.
The DefaultValue
attribute of the DisplayName
element has a placeholder. Replace it with My Office Add-in.
The DefaultValue
attribute of the Description
element has a placeholder. Replace it with A task pane add-in for Word.
Save the file.
Using Visual Studio, test the newly created Word add-in by pressing F5 or choosing the Start button to launch Word with the Show Taskpane add-in button displayed in the ribbon. The add-in will be hosted locally on IIS.
In Word, choose the Home tab, and then choose the Show Taskpane button in the ribbon to open the add-in task pane. (If you are using the one-time purchase version of Office, instead of the Microsoft 365 version, then custom buttons are not supported. Instead, the task pane will open immediately.)
In the task pane, choose any of the buttons to add boilerplate text to the document.
Note
To see the console.log
output, you'll need a separate set of developer tools for a JavaScript console. Visit Debug add-ins using developer tools on Windows 10 to learn more about F12 tools and the Microsoft Edge DevTools.
Congratulations, you've successfully created a Word task pane add-in! Next, learn more about developing Office Add-ins with Visual Studio.