Turn on the Word add-in

Included with Enterprise

VOW Tools is the add-in for Microsoft Word. Its fields, such as the property address, the client and the inspection date, fill in from the job when you click Auto-populate on the report. Click it again after details change on the job.

Set up your report templates first.

Before you start

The add-in is installed on each report writer's computer, and the first install takes a few steps in Word. Tell your IT provider, or set aside half an hour to do the first one yourself.

Turn on the add-in

1. Open Settings | System.
2. In the Word add-in card, turn on Enable Word add-in features in VOW. The Get Add-in and List data buttons appear.

Turning on the Word add-in

Install it for each report writer

Each person who writes reports installs VOW Tools once, on their own Windows computer, from Settings | My settings under Word add-in. The install happens in Word. The VOW Tools Word add-in guide covers every step, including loading the List data file that gives the add-in your dropdown lists.

Add fields to your templates

1. Open each report template in Word with VOW Tools.
2. Insert the fields you want filled from the job.
3. Upload the template again under Settings | Report templates.

Opening a report from VOW in Word needs the VOW Helper on the valuer's computer.

Confirm your setup

On a job, attach a report from a template that has fields. The Auto-populate button appears on it. Click it, and the fields fill in from the job.

For the switch and downloads, see Word add-in.