AGIR Office has been improved and is becoming more and more popular with our customers, many of whom were already familiar with this production tool, which we consider to be one of the most important concerning Documents Management. 

If AGIR Office isn't an acquaintance for you, then you'll want to know about the improvements we've prepared for you, which have made editing documents in AGIR even simpler and more efficient. 

AGIR Office is an add-in that allows us to edit documents in AGIR through the Microsoft Office applications and send back the document to AGIR with one click. You can edit documents on Microsoft Word, PowerPoint, and Excel, without the need to download any documents or upload them manually.

This way, editing your documents can be way more efficient. AGIR Office add-in is certified by Microsoft and you can find it in the Microsoft Store App.

Advantages compared to the previous version of Agir Office Desktop

1. Greater security: Agir Office Web is a Microsoft®️ validated Add-in, available exclusively on Microsoft Store®️. Communication between the personal computer and the server is done through a secure and encrypted API.
2. Easier installation: Installation is quick and simple and does not require administrator rights.
3. Automatic updates: In case of updates or improvements, they will be automatically available to the end user.
4. More functionalities: With Agir Office Web, you can perform the following tasks:

                a. Edit Word®️, Excel®️, and PowerPoint®️ documents;

                b. Include internal links in your documents;

                c. Create links to other workflows;

                d.  NEW  Sync metadata between your documents and AGIR data, including document title, revision number, code, department, publication date, creator's name, approver's name, etc.

 ATTENTION  Verify if your organization is eligible to use this Web Add-In. The requirements are:

1. Online access to Microsoft Store®️. This Web Add-in is exclusively available through this channel;

2. Your AGIR must be hosted on the IQA Cloud network (SaaS). If it's hosted on your internal network, the installation of the Web Add-in must be previously authorized by your System Administrator.

 TIP   In case you already installed AGIR Office, please read this article: How to edit documents with the new AGIR Office Web Add-In

AGIR has a very useful feature, called Document Owner, that gives permissions to certain users for editing documents on AGIR. Get to know this feature here.

 TIP   This article describes how to install the Add-in in a individual user. If you are an IT manager you may use Microsoft 365 admin center to centrally deploy this Add-in to users and groups within your organization. This article explains this procedure : Deploy add-ins in the Microsoft admin center.

The next steps will have to be done for each Office application you intend to use to edit your documents (Word, PowerPoint, or Excel). They must also be made to each user who is a document editor or document owner so that he can be able to edit documents through AGIR Office Add-in.

Follow the steps below to learn how to install the new AGIR Office in Microsoft Office Word, PowerPoint, and Excel. The following steps apply to these three applications.

1. Open one of the Office applications, click on the Insert tab, then click on Get Add-ins. 

2. Find on the search bar for Agir. The AGIR Add-in for Office will appear. Click Add. 

3. A window will appear to accept the terms and conditions of installation. Click continue. After this step, you don't need to do anything else, you can close Microsoft Office Word or another app where you did the installation of the add-in.

 PERMISSIONS  The following steps can only be performed by an AGIR Administrator or a Staff Manager. If you are a normal user, please ask one of them for help at the following steps. 

4. Go to a user's profile, and at the Employee Form tab, toggle the Agir Office Web (beta) option to Active, so the user can use the new AGIR Office. Save the changes.

This option must be activated for all users who have the role of editing a document and who are document owners, otherwise, they will not be able to edit documents with AGIR Office.

 ATTENTION  When saving the changes, if a notification of unfilled data appears on the user's profile (notification in red on the upper right corner of the screen), please fill in the missing data and Save de changes again. 

It is important to only activate this option after obtaining the Add-in for the Microsoft Office applications that you intend to use for document editing.

Now that AGIR Office is all set up, let's learn how to edit documents in AGIR with this Add-in. Click here to consult the tutorial.