Word Add-In

Work smarter. Streamline your documents

Integrate Content Manager into Microsoft Word

Insert Content Manager properties directly into new and existing Microsoft Word documents with Kapish Word Add-in. It applies metadata details in real-time so you can easily create professional documents.

Key Features

Kapish Word Add-In brings the power of Content Manager directly into Microsoft® Word, making document creation and records management seamless. With one-click insertion of record numbers, dynamic templates, and advanced mail merge capabilities, users can easily incorporate CM metadata and finalise records without leaving Word. Designed for flexibility and ease of use, the Add-In streamlines workflows, reduces duplication, and ensures compliance, all within the familiar Word environment.

  • One-click to insert the Content Manager Record Number into documents.
  • Set User Favourite fields for quick insertion
  • Finalise CM Records from within Microsoft® Word
  • Modify CM Record Properties within Microsoft® Word
  • Insert CM Properties (metadata) anywhere in new and existing documents
  • Create dynamic templates containing CM metadata.
  • Reply to existing CM correspondence with Kapish Word Add-In templates
  • Mail Merge (either letter or email) and save records to CM
  • Incorporate CM Properties into Mail Merge documents and save Mail Merge documents as individual Records in CM
  • Select Mail Merge recipients from Excel, CM or other systems
  • Create links to Excel Workbooks saved in CM
  • Insert CM Location’s Signature image files into documents

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Tech Talk

Supported Platforms

  • Content Manager 10.0
  • Content Manager 10.1
  • Content Manager 23.3
  • Content Manager 23.4
  • Content Manager 24.2

Information for the IT Department

Kapish Word Add-In is a client-side application that works in conjunction with Microsoft® Word and Content Manager (CM) to improve the user experience by inserting CM record details into Microsoft® Word documents.

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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