Neos Word Add-in: Overview and Requirements
NOTE: The following file extensions are not compatible with Word Online: .dot, .doc, .dotx, .wpd, and no extension.
If your firm plans to utilize Two-Factor Authentication, each user must update to the latest Word Online version PRIOR to enabling 2FA.
Since Intake Tags now match Case Tags, all Intake templates will have to be manually updated to the appropriate tag.
Neos recommends: Firm Administrators who have a Microsoft 365 Global Admin account deploy and manage the Word Online Add-in for all users. Refer to Deploy add-ins in the admin center for the full process from Microsoft. Once the add-in is deployed, it will be available for all users in Word Online and Desktop, however, you may need to relaunch Microsoft 365 to view the add-in icon in the ribbon.
NOTE: To ensure that Neos data generates properly, Tags should not be modified unless noted in the Advanced Document Coding for Word article.
The Neos for Word add-in is available as an app in the Microsoft AppSource. Using the Neos for Word add-in, future updates will automatically occur without intervention.
NOTE: Firms can continue to utilize their Word add-in if installed manually; however, it is still recommended to deploy it through your firm's admin center. The Neos for Word app is another avenue for downloading the Word add-in if it is not currently installed.
Download the Neos for Word Add-in
Click to open the Neos for Word Apps page.
Click the Get it now button.
The following window will briefly display.
A success page will then display.
Launch Microsoft Word. You can do so by clicking the Open in Word button (this will open an information page in Word Desktop on how to access the add-in).
The installed Neos for Word app can be seen from:
Word Desktop: Home ribbon > Add-ins > More Add-ins > My add-ins.
Word Online: Home ribbon > Add-ins > More Add-ins > My add-ins > Manage your apps.
Within the Insert ribbon, select any button in the Neos group. You will notice a new landing page. This introduction page will only show the first time you access the app.
Click the Login button. The log in screen has been updated to match Neos with the Company ID first, followed by the Username and Password fields.
If you close the Neos for Word pane, clicking any of the four buttons from the add-in group will redirect you to the login screen (if you are currently logged out).
You should see the Neos add-in options under the Word Insert menu.
The add-in will now be listed in the My Add-ins section from the Add-ins dropdown menu on the Home ribbon.
Sign in with Microsoft
Staff have the option to sign in to the Neos for Word add-in using their Microsoft 365 credentials. Click the Sign in with Microsoft button. If you are already logged in to Microsoft, enter your Neos Company ID to be immediately signed in.
2FA Login
If your firm has enabled Two-Factor Authentication (2FA), you must complete the following steps to access the Neos for Word add-in. Refer to Two-Factor Authentication By Staff for more details.
After your Neos credentials are entered and the Login button has been clicked, you will be directed to the Two Factor Authentication screen. Select either your mobile phone number or email address and click the Send Code button.
NOTE: A Mobile phone number and/or Email must be saved to your Staff Profile to receive an authentication code. If neither exists and 2FA has been enabled globally in Firm Preferences, you will be prompted to add a Mobile phone number. Log in to Neos to complete this step.
Once saved, return to the add-in to send/receive an authentication code.
Retrieve the six-digit single use authentication code from either your mobile device or email and enter it into the following screen. Select the Do not ask again for 30 days check box if you wish to be remembered on this device. You will not need to perform 2FA for 30 days. Click the Login button to access the Outlook add-in.
NOTE: Authentication codes are only valid for 1 hour. If you have misplaced your code or if the authentication code has expired, click the Request another code link.
NOTE: If you are having issues logging in to the Word Online add-in, check your browser's cookie settings (in Chrome > Settings > Privacy and security > Third-party cookies ). Select Allow third-party cookies.
You may see an eyeball icon letting you know that cookies are currently blocked. Make sure you click the Allow cookies button after clicking the "Site not working?" text.
Once the add-in is installed and login is successful, refer to the following articles for adding tags, tag lists, and prompts: Insert Tags in Word Online, Insert Picture and Document Tags in Word Online, Create Multi-Record Tags in Word Online, Create Tag Lists in Word Online, and Insert a Prompt in Word Online.