Use Claude for Word changedoffice-agents/word
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88work through comment threads, and fill templates in your document's
99styles.
1010
11<Note>
12 Claude for Word is generally available to Pro, Max, Team,
13 and Enterprise plans.
14</Note>
11> [!NOTE]
12>
13> Claude for Word is generally available to Pro, Max, Team,
14> and Enterprise plans.
1515
1616## What you can do
1717
from line 45
4545
4646### Install for yourself
4747
48<Steps>
49 <Step title="Open the marketplace listing">
50 Go to the [Claude for Microsoft 365 listing on Microsoft AppSource](https://marketplace.microsoft.com/en-us/product/office/WA200010725?tab=Overview).
51 </Step>
48**1. Open the marketplace listing**
5249
53 <Step title="Install the add-in">
54 Select "Get it now" to install.
55 </Step>
50Go to the [Claude for Microsoft 365 listing on Microsoft AppSource](https://marketplace.microsoft.com/en-us/product/office/WA200010725?tab=Overview).
5651
57 <Step title="Sign in">
58 Open Word, activate the add-in, and sign in with your Claude
59 account.
60 </Step>
61</Steps>
52**2. Install the add-in**
6253
54Select "Get it now" to install.
55
56**3. Sign in**
57
58Open Word, activate the add-in, and sign in with your Claude
59account.
60
6361### Deploy to your organization
6462
6563Organization admins can deploy Claude for Word through the Microsoft
6664365 Admin Center.
6765
68<Steps>
69 <Step title="Allow Office Store access">
70 In the [Microsoft 365 Admin Center](https://admin.microsoft.com), go
71 to Settings, Org Settings, User owned apps and services, and turn on
72 ["Let users access the Office Store"](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-addins-in-the-admin-center).
73 </Step>
66**1. Allow Office Store access**
7467
75 <Step title="Open Integrated apps">
76 Go to Settings, Integrated apps, Add-ins.
77 </Step>
68In the [Microsoft 365 Admin Center](https://admin.microsoft.com), go
69to Settings, Org Settings, User owned apps and services, and turn on
70["Let users access the Office Store"](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-addins-in-the-admin-center).
7871
79 <Step title="Find the add-in">
80 Search for "Claude for Microsoft 365" in Microsoft AppSource.
81 </Step>
72**2. Open Integrated apps**
8273
83 <Step title="Deploy">
84 Assign the add-in to your organization or to specific users or
85 groups. Share [Microsoft's deployment guide](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-deployment-of-add-ins)
86 with your team for activation steps.
87 </Step>
88</Steps>
74Go to Settings, Integrated apps, Add-ins.
8975
90<Note>
91 If your organization uses Microsoft Entra Privileged Identity
92 Management (PIM) for admin roles, the Integrated apps page does not
93 recognize roles activated through PIM, so deployment fails. This is a
94 [known Microsoft issue](https://learn.microsoft.com/en-us/office/dev/add-ins/resources/resources-office-add-in-known-issues),
95 tracking ID 11126536. To work around it, deploy from an admin account
96 with the required role assigned as permanently active rather than
97 PIM-eligible. See
98 [Microsoft's troubleshooting guidance](https://learn.microsoft.com/en-us/troubleshoot/microsoft-365/admin/miscellaneous/cannot-deploy-add-in-integrated-apps-menu).
99 Individual users can still
100 [install the add-in themselves](#install-for-yourself).
101</Note>
76**3. Find the add-in**
10277
78Search for "Claude for Microsoft 365" in Microsoft AppSource.
79
80**4. Deploy**
81
82Assign the add-in to your organization or to specific users or
83groups. Share [Microsoft's deployment guide](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-deployment-of-add-ins)
84with your team for activation steps.
85
86> [!NOTE]
87>
88> If your organization uses Microsoft Entra Privileged Identity
89> Management (PIM) for admin roles, the Integrated apps page does not
90> recognize roles activated through PIM, so deployment fails. This is a
91> [known Microsoft issue](https://learn.microsoft.com/en-us/office/dev/add-ins/resources/resources-office-add-in-known-issues),
92> tracking ID 11126536. To work around it, deploy from an admin account
93> with the required role assigned as permanently active rather than
94> PIM-eligible. See
95> [Microsoft's troubleshooting guidance](https://learn.microsoft.com/en-us/troubleshoot/microsoft-365/admin/miscellaneous/cannot-deploy-add-in-integrated-apps-menu).
96> Individual users can still
97> [install the add-in themselves](#install-for-yourself).
98
10399After deployment, users can activate the Claude add-in from Tools,
104100Add-ins on Mac or Home, Add-ins on Windows, sign in, and start working.
105101
106<Warning>
107 Organizations that have disabled "Let users access the Office Store" may
108 find that admin-deployed add-ins don't appear for users. To work around
109 this, deploy using the manifest XML file described below.
110</Warning>
102> [!WARNING]
103>
104> Organizations that have disabled "Let users access the Office Store" may
105> find that admin-deployed add-ins don't appear for users. To work around
106> this, deploy using the manifest XML file described below.
111107
112108### Deploy with a custom manifest
113109
from line 110
114110For IT administrators deploying to multiple users when the Office Store
115111is disabled:
116112
117<Steps>
118 <Step title="Download the manifest">
119 Download the [custom manifest XML file](https://pivot.claude.ai/manifest-word.xml)
120 and save it to a secure location.
121 </Step>
113**1. Download the manifest**
122114
123 <Step title="Open the Admin Center">
124 Go to [https://admin.microsoft.com](https://admin.microsoft.com),
125 sign in, and open Settings, Integrated apps.
126 </Step>
115Download the [custom manifest XML file](https://pivot.claude.ai/manifest-word.xml)
116and save it to a secure location.
127117
128 <Step title="Upload the custom add-in">
129 Select "Upload custom apps", choose "Office Add-in", then
130 "I have a manifest file on this device". Upload the manifest.
131 </Step>
118**2. Open the Admin Center**
132119
133 <Step title="Assign users">
134 Choose entire organization, specific users, specific groups, or just
135 yourself for admin testing.
136 </Step>
120Go to [https://admin.microsoft.com](https://admin.microsoft.com),
121sign in, and open Settings, Integrated apps.
137122
138 <Step title="Deploy">
139 Review settings and select "Deploy". The add-in is available within
140 minutes. Full organization rollout can take up to 24 hours.
141 </Step>
142</Steps>
123**3. Upload the custom add-in**
143124
125Select "Upload custom apps", choose "Office Add-in", then
126"I have a manifest file on this device". Upload the manifest.
127
128**4. Assign users**
129
130Choose entire organization, specific users, specific groups, or just
131yourself for admin testing.
132
133**5. Deploy**
134
135Review settings and select "Deploy". The add-in is available within
136minutes. Full organization rollout can take up to 24 hours.
137
144138After deployment, users see Claude in Word's Home ribbon and sign in
145139with their Claude credentials on first use.
146140
from line 153
159153in your document. Claude provides answers with clickable citations that
160154navigate directly to the referenced section.
161155
162<Note>
163 Claude recognizes common document patterns including multi-level legal
164 numbering, defined terms, cross-references, and standard contract
165 structures. Verify that outputs match your specific requirements and
166 your firm's standard positions.
167</Note>
156> [!NOTE]
157>
158> Claude recognizes common document patterns including multi-level legal
159> numbering, defined terms, cross-references, and standard contract
160> structures. Verify that outputs match your specific requirements and
161> your firm's standard positions.
168162
169163Example prompts:
170164
from line 345
351345
352346## Prompt injection risk
353347
354<Warning>
355 Only use Claude for Word with trusted documents. Documents from external
356 sources such as downloaded templates, counterparty files, or files
357 shared via email can contain hidden instructions that manipulate the
358 add-in into extracting data, modifying records, or performing
359 destructive actions.
360</Warning>
348> [!WARNING]
349>
350> Only use Claude for Word with trusted documents. Documents from external
351> sources such as downloaded templates, counterparty files, or files
352> shared via email can contain hidden instructions that manipulate the
353> add-in into extracting data, modifying records, or performing
354> destructive actions.
361355
362356Prompt injection attacks hide malicious instructions in document
363357content such as text, comments, tracked changes, headers, and footers
No line in this hunk matches that.