Try It!


You can now consistently present information and boost productivity without double handling in MS Word and Altus with the Altus for Word add-in.

This add-in is automatically activated within Microsoft Word unless your organisation has limitations on what add-ins can be installed. If you cannot see the Altus for Word Add-in after the app has been installed, click here for instructions on how to manually activate the add-in.


Now that you have updated a document with Altus project information, you can create and use Word document templates with Altus fields and table that can be distributed and used by other Altus users within your organisation.

To create a Word document template:

1. Click the Disconnect from Altus button once you have added all your Altus data to a document and have completed formatting the document.
   
   Note: This will open the Keep or Delete Inserted Data window.
   
   
2.  Select the Delete the data but retain tables and field headers radio button.
   
   
3.  Click Disconnect. This will now strip all the project data out of the Altus fields you have inserted into the document and change them so that they display the field name in the document.
   
   
4. Save the document.
   
   
5. Share the document with other Altus users via any preferred means.
   
   
   

If your organisation has created document templates that contain Altus fields, all you need to do is open the document template and connect the document to your Altus Project for it to pick up the data from your project.


To use an existing Word document template:

1. Open the template document and connect to your project, as outlined here.
   
   
   Note: The placeholder fields in the document will be detected by Altus for Word. It will now refresh every field and table that has been added to the document and update it with data from your connected project.
   
   
2. Click the Update Data button within the Altus for Word pane, if there are any further updates to the project information within Altus.
   
   
   

Once you have populated your document with data from your Altus project, you are able to disconnect it from Altus so that the data will not be able to be updated any longer. This could be because you would like to show the state of your Altus Project at a particular point in time.


To disconnect an existing Word document from Altus:

1. Click the Disconnect from Altus button. This will open the Keep or Delete Inserted Data window.
   
   
2. Select the Keep the data tables and field headers radio button.
   
   
3. Click Disconnect. This will now strip all the field tags out of the Altus fields you have inserted into the document and leave the text within the document.
   
   
4. Save the document.
   
   

Read: Altus for Microsoft Word – End User Guide