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Use Claude for Word
office-agents/word
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# Use Claude for Word ## What you can do ## Get started with Claude for Word ### Supported versions ### Install for yourself ### Deploy to your organization ### Deploy with a custom manifest ### Connect through a third-party platform ## Key features ### Read and understand documents ### Edit selected text ### Tracked changes mode ### Comment-driven editing ### Summarize counterparty redlines ### Fill templates ### Semantic navigation ## Connectors and Skills ## Set persistent instructions ## Work across M365 apps ## Context and session management ## Models available ## Data handling ## Current limitations ### Unsupported versions ## Prompt injection risk ## Best practices ## Example use cases ### Legal contract review ### Finance memo drafting ### Document QA and consistency ### General document editing
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# Use Claude for Word
> A Word add-in that integrates Claude into your document workflow, for Pro, Max, Team, and Enterprise plans.
Claude for Word is an add-in that brings Claude into Word. Ask questions
about your document with clickable section citations, edit selected
passages while preserving formatting, review counterparty redlines,
work through comment threads, and fill templates in your document's
styles.
<Note>
Claude for Word is generally available to Pro, Max, Team,
and Enterprise plans.
</Note>
## What you can do
With Claude for Word, you can:
* Ask questions about your document and get answers with clickable
section citations.
* Edit selected text while preserving surrounding styles, numbering,
and formatting.
* Use tracked changes mode so every edit lands as a revision you can
accept or reject in Word's native review pane.
* Have Claude work through comment threads, editing the anchored text
and replying with what it changed.
* Summarize counterparty redlines and flag the revisions worth pushing
back on.
* Fill templates with drafted content that inherits your document's
heading and paragraph styles.
* Find every provision touching a theme with semantic navigation, not
just keyword search.
## Get started with Claude for Word
### Supported versions
Claude for Word runs on the following Word builds.
* Word on the web
* Word on Windows with a Microsoft 365 subscription, Version 2205,
build 15202.10000 or later
* Word on Mac, version 16.61, build 22040100 or later
### Install for yourself
<Steps>
<Step title="Open the marketplace listing">
Go to the [Claude for Microsoft 365 listing on Microsoft AppSource](https://marketplace.microsoft.com/en-us/product/office/WA200010725?tab=Overview).
</Step>
<Step title="Install the add-in">
Select "Get it now" to install.
</Step>
<Step title="Sign in">
Open Word, activate the add-in, and sign in with your Claude
account.
</Step>
</Steps>
### Deploy to your organization
Organization admins can deploy Claude for Word through the Microsoft
365 Admin Center.
<Steps>
<Step title="Allow Office Store access">
In the [Microsoft 365 Admin Center](https://admin.microsoft.com), go
to Settings, Org Settings, User owned apps and services, and turn on
["Let users access the Office Store"](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-addins-in-the-admin-center).
</Step>
<Step title="Open Integrated apps">
Go to Settings, Integrated apps, Add-ins.
</Step>
<Step title="Find the add-in">
Search for "Claude for Microsoft 365" in Microsoft AppSource.
</Step>
<Step title="Deploy">
Assign the add-in to your organization or to specific users or
groups. Share [Microsoft's deployment guide](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-deployment-of-add-ins)
with your team for activation steps.
</Step>
</Steps>
<Note>
If your organization uses Microsoft Entra Privileged Identity
Management (PIM) for admin roles, the Integrated apps page does not
recognize roles activated through PIM, so deployment fails. This is a
[known Microsoft issue](https://learn.microsoft.com/en-us/office/dev/add-ins/resources/resources-office-add-in-known-issues),
tracking ID 11126536. To work around it, deploy from an admin account
with the required role assigned as permanently active rather than
PIM-eligible. See
[Microsoft's troubleshooting guidance](https://learn.microsoft.com/en-us/troubleshoot/microsoft-365/admin/miscellaneous/cannot-deploy-add-in-integrated-apps-menu).
Individual users can still
[install the add-in themselves](#install-for-yourself).
</Note>
After deployment, users can activate the Claude add-in from Tools,
Add-ins on Mac or Home, Add-ins on Windows, sign in, and start working.
<Warning>
Organizations that have disabled "Let users access the Office Store" may
find that admin-deployed add-ins don't appear for users. To work around
this, deploy using the manifest XML file described below.
</Warning>
### Deploy with a custom manifest
For IT administrators deploying to multiple users when the Office Store
is disabled:
<Steps>
<Step title="Download the manifest">
Download the [custom manifest XML file](https://pivot.claude.ai/manifest-word.xml)
and save it to a secure location.
</Step>
<Step title="Open the Admin Center">
Go to [https://admin.microsoft.com](https://admin.microsoft.com),
sign in, and open Settings, Integrated apps.
</Step>
<Step title="Upload the custom add-in">
Select "Upload custom apps", choose "Office Add-in", then
"I have a manifest file on this device". Upload the manifest.
</Step>
<Step title="Assign users">
Choose entire organization, specific users, specific groups, or just
yourself for admin testing.
</Step>
<Step title="Deploy">
Review settings and select "Deploy". The add-in is available within
minutes. Full organization rollout can take up to 24 hours.
</Step>
</Steps>
After deployment, users see Claude in Word's Home ribbon and sign in
with their Claude credentials on first use.
### Connect through a third-party platform
If your organization routes AI traffic through Amazon Bedrock, Google Cloud
Vertex AI, Azure AI Foundry, or an LLM gateway, your admin can deploy
the add-in without individual Claude accounts. See
[Use Claude for M365 with third-party platforms](/docs/office-agents/third-party-platforms).
## Key features
### Read and understand documents
Ask Claude questions about specific sections, clauses, or defined terms
in your document. Claude provides answers with clickable citations that
navigate directly to the referenced section.
<Note>
Claude recognizes common document patterns including multi-level legal
numbering, defined terms, cross-references, and standard contract
structures. Verify that outputs match your specific requirements and
your firm's standard positions.
</Note>
Example prompts:
* "What's the liability cap and is it mutual?"
* "Summarize the key commercial terms in this agreement."
* "What assumptions drive the revenue forecast in section 3?"
### Edit selected text
Select a passage and tell Claude what to change. Claude edits only the
selection while preserving surrounding styles, numbering, and
formatting. New text inherits the paragraph style, font, and numbering
of the surrounding content.
Example prompts:
* "Tighten this paragraph and drop the passive voice."
* "Rewrite this clause to make the indemnification mutual."
* "Simplify this section for a non-technical audience."
### Tracked changes mode
When you enter tracked changes mode, Claude's edits land as tracked
revisions. The original text is visible as a deletion and the new text
as an insertion, all reviewable in Word's native review pane. Review
every edit before accepting it, and undo with Word's standard Ctrl+Z
on Windows or Cmd+Z on Mac if you want to revert.
Example prompts:
* "Rewrite section 4.2 to cap damages at 12 months of fees, and make it
mutual."
* "Draft a mutual indemnification clause after section 8."
### Comment-driven editing
Claude reads comment threads in your document, understands what text
each thread is anchored to, and can work through them one by one. For
each comment, Claude edits the anchored passage and replies to the
thread with a note explaining what it did.
Example prompts:
* "Work through my open comments."
* "Address the comment on the liability section."
### Summarize counterparty redlines
When a counterparty returns a document with tracked changes, Claude can
read and summarize what they changed. Ask Claude to group changes by
severity or flag the ones worth pushing back on.
Example prompts:
* "Summarize what the other side changed and flag anything that's worth
discussing."
* "Which of these redlines are dealbreakers?"
### Fill templates
Draft sections in your document's heading and paragraph styles. Claude
uses your template's formatting when generating content, so new
headings, bullets, and table entries match what's already there. Tables
populate in place without reflowing layout or changing column widths.
Example prompts:
* "Draft the Key Risks section with four risks in the template's style."
* "Populate the summary table with revenue, gross margin, and net
retention for the last three years."
### Semantic navigation
Find every provision or passage in your document that touches a
specific theme. Claude returns thematic matches, not just keyword hits,
and each result navigates to the relevant location on click.
Example prompts:
* "Find every provision touching data retention."
* "Where does this agreement address termination?"
## Connectors and Skills
Claude for Word supports connectors for pulling external context into
your document, and Skills for applying reusable task recipes. See
[Connectors and Skills](/docs/office-agents/connectors-and-skills) for
details.
## Set persistent instructions
Open Settings in the add-in sidebar and use the Instructions field to
set preferences that
apply to every conversation in Word. Instructions are useful for tone
and style conventions such as "use formal tone" or "follow APA citation
style", document structure preferences, or recurring context about your
workflow.
Instructions you set in Word only apply to Word. They are separate from
Instructions you set in Excel or PowerPoint.
## Work across M365 apps
Claude for Word shares context with Claude for Excel, PowerPoint, and
Outlook, so a single conversation can span your open document,
workbook, deck, and inbox. See
[Work across M365 apps](/docs/office-agents/work-across-apps).
## Context and session management
The add-in handles long sessions for you so a single conversation can
span an entire workflow.
* **Auto-compaction**: longer conversations are automatically compacted
into new conversations to avoid running out of context. See
[Understanding usage and length limits](https://support.claude.com/en/articles/11647753-understanding-usage-and-length-limits).
Your use of Claude for Word is associated with your existing Claude
account and is subject to the same usage limits.
## Models available
Claude for M365 offers a curated subset of the Claude models: the ones
that work best for Office tasks, so the list you see in the add-in can
be shorter than what you see in Claude.ai. Your organization's model
access settings also apply, and a model appears here only if your role
permits it. See
[Manage model access for your organization](https://support.claude.com/en/articles/15694740-manage-model-access-for-your-organization)
for how those settings interact with each product. If you connect
through Amazon Bedrock, Google Cloud Vertex AI, Azure AI Foundry, or an
LLM gateway, the available models come from that platform and your
admin's configuration instead of your Claude.ai model access settings.
See [Use Claude for M365 with third-party platforms](/docs/office-agents/third-party-platforms)
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