Tools, Reports, and Import > Use the Microsoft Office Add-in for documents and document templates


Use the Microsoft Office Add-in for documents and document templates

Amicus provides an add-in that you can install into your local copy of Microsoft Word and Excel. It gives you an "Amicus Cloud" ribbon from which you can conveniently upload a document from Word or Excel to Amicus, or perform various document template tasks in Word: create, edit, upload, download, and generate.

Installing the Amicus Cloud Office Add-in

At a computer where Word and/or Excel reside:

        We recommend that you exit Word.

        Log in to Amicus Cloud, choose Options > Firm Setup and click Microsoft Office Add-in.



        Click Download Office Add-in and then follow the onscreen installation instructions.

        Once you've restarted Word, the Amicus Cloud ribbon will appear in it.

        Once you've restarted Excel, the Amicus Cloud ribbon will appear in it.

Logging in

        Upon your initial use of the Add-in, you'll be prompted for your Amicus login credentials.


        As usual, you can choose how long your Add-in login will remain active.

        For security, especially if working at an unsecured computer, you can click Log Out when done.

Saving a document to Amicus from Word or Excel

        Save to Amicus – Uploads the current document (Word document or Excel workbook) to Amicus, in the selected file's folder. It's added as a new document, or as a replacement or new version to an existing document.

        For more about documents, see Document Management.

Working with a document template in Word

        Generate from Template – Generates a new document from the Amicus Word or Amicus Editor template you select. The document opens in Word, ready for you to edit further, print, save locally, or save to Amicus.

        Variable – Shows a dropdown list of available Amicus variables (including file and contact custom fields). Choosing one adds it to the document, which you'll later upload to Amicus as a template.

        Command – Shows a dropdown list of available Amicus commands. Choosing one adds it to the document, which you'll later upload to Amicus as a template.

        Show Syntax – Highlights the Amicus variables and commands in the document, to help you review your template design work.

        Upload Template – Uploads the document to Amicus as an Amicus Word template (if DOCX), or as an Amicus Editor format template (if HTM, HTML, or DOCX). It's either added as a new template, or replaces an existing template of the same name.

        Download Template – Downloads a copy of a selected template (commonly an Amicus Word template). It opens in Word, ready for editing.

        For more about document templates, see Document Assembly. In particular, see:

o        Which template format: Amicus Editor or Amicus Word?

o        Create, view, or edit a document template in Word

o        Generate a document in Word

Refreshing the data used by the add-in

        Refresh Firm Data – Requests your Amicus Cloud credentials, and then updates the Amicus data kept locally by the Add-in: your firm's file, document category, and custom field lists, etc. Click whenever necessary.

Related Topics

        Calculate dates

        Do a search

        Do a conflict check

        Run Reports

        Import data - Overview


Amicus Cloud (November 2021)

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