Install Engagement Manager Add-ins

Install the Engagement Manager Add-ins to use the functions that integrate with Microsoft Office applications.

Find which version of Word or Excel you have installed:

Open either Microsoft Excel or Word.

Select File
and choose Account
.

Select About Excel
or About Word
.

Note if the version is 32-bit or 64-bit.

Open Engagement Manager.

Select

Setup
, then Downloads
.

In the Add-Ins section of the Downloads screen, choose the Office Client Add-In with the version that matches your installed version.

For 32-bit, select and download Office Client Add-In XX.X (32-bit)

For 64-bit, select and download Office Client Add-In XX.X (64-bit)
.

Run the installation file.

If you receive an error that the Visual Studio 2010 Tools for Office Runtime is not installed, download and install it component from the Microsoft Download Center for Visual Studio Tools 2010.

Choose your region in the End-User License Agreement:

Select Americas
for the U.S.

Select EMEA
for the U.K.

By choosing the wrong region, then you can't sign in with your username and password properly from the add-in. There is also a server.config file at

C:\program files\thomsonreuters\engagementmanager\office

that will either say UKPROD or PROD.

This article applies to: