Excel Add-In

Work smarter. Streamline your spreadsheets

Integrate Content Manager with Microsoft Excel

Insert Content Manager properties directly into new and existing Microsoft Excel Workbooks with the Kapish Excel Add-In. It links metadata in real-time so you can create accurate and professional workbooks.

Key Features

The Kapish Excel Add‑In empowers users to work seamlessly between Excel and Content Manager, making it simple to create, update and manage records directly from familiar spreadsheets. By streamlining data entry, improving accuracy and ensuring records are captured correctly the first time, the Add‑In delivers a fast, intuitive and governed way to manage CM metadata at scale, without changing how users prefer to work.

  • Create workbooks with dynamic templates
  • One-click to insert record numbers
  • Set user-favourite fields for quick inserts
  • Real-time updates using metadata and properties
  • Add properties to new or existing workbooks
  • Insert location, signature, image and files
  • Modify and finalise records within Microsoft Excel
  • Create links to saved workbooks
  • Maintain links when moving workbooks

See it in action

Check out our product video on YouTube and learn all about all the key benefits and features today!

Tech Talk

Supported Platforms

  • Content Manager 10.0
  • Content Manager 10.1
  • Content Manager 23.3
  • Content Manager 23.4
  • Content Manager 24.2
  • Content Manager 23.N
  • Content Manager 24.N 

Information for the IT Department

Kapish Excel Add-In is a client-side application that works in conjunction with Microsoft® Excel and Micro Focus Content
Manager to improve the user experience by inserting Content Manager record details into Microsoft® Excel Workbooks.

Software installation is via a Microsoft® Installer (MSI) file, this can be run manually on each PC or via common network installation methods (e.g., SCCM, ZENworks, Group Policy etc.).

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