SchemeFlow Word Add-in Enterprise Deployment

This guide will walk you through the steps of rolling out the SchemeFlow Word add-in across your enterprise users. There are two different approaches you can take: 1. User-managed - the end user is responsible for installing the Word add-in from the Microsoft Marketplace 2. Admin-managed - your Microsoft 365 administrator makes the add-in available to end users

User-managed installation

⚠️ Note

In order for users to be able to install the add-in themselves, this setting must be enabled in the Microsoft 365 admin center. To do this, your Microsoft 365 administrator can follow the guide on the Microsoft website. Alternatively, your Microsoft 365 administrator can manage the add-in installation for you using the admin-managed approach detailed below.

To install the add-in from the Microsoft Marketplace, please follow the instructions at this link.

Admin-managed installation

For an admin-managed installation, some configuration is required by your administrator in the Microsoft 365 admin center.

1. Sign in to Microsoft 365 admin center. 2. From the left navigation bar, select … Show all, and then select Settings > Integrated apps. 3. Select the Add-ins link near the top of the Integrated apps page. 4. Select Deploy Add-in at the top of the page.

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5. Select Next on the Deploy a new add-in wizard

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6. Select Choose from the Store

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7. In the search box, type in SchemeFlow

8. Find the SchemeFlow add-in in the search results and click Add

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9. On the next page, select Everyone, Specific users/groups, or Just me to specify who the add-in is deployed to. Use the Search box to find specific users or groups.

10. Click Deploy. 11. A green checkmark appears when the add-in is deployed. To test the add-in, follow the on-page instructions.

 

ℹ️ Note

Users might need to relaunch the relevant Office application to view the add-in icon on the ribbon. Office Add-ins can take 24-72 hours to appear on the ribbon.

 

 

ℹ️ Note

The instructions above describe our recommended approach. However, there are other approaches you can take, including deploying a SchemeFlow add-in manifest file. Please contact support@schemeflow.com if you would like to discuss the alternative options.

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