Thread Template Designer for Word - New Add-in

Thread Template Designer for Word - New Add-in

Removing Template Designer

If you are using an old version of Template Designer, please follow the steps below to remove it from your device.

1. Open Word on your desktop, and in the toolbar, select Insert and then click on "My Add-ins"


2. Next to the Thread Template Designer click on ellipsis and choose "Remove".



3. Confirm to Remove, and the add-in will be removed from your device.


If the add-in was Admin Managed, please consult your Microsoft Global Administrator for further assistance. Your admin can find the steps to proceed here. 


Installing the Word Template Designer 

To install the new Word Template Designer:

  1. 1. Click on the Microsoft store Microsoft AppSource.

  1. Click Get it now to begin installation. 




  1. 2. A pop-up window will appear prompting you to consent. Click Continue. 



  1. 3. Once installed, click Open in Word. 


 

  1. 4. A word document will open. You can launch the template designer by clicking the add-in on the Home tab. 


    • Related Articles

    • Using the Template Designer

      All templates used on Thread must be coded correctly using the Thread Template Designer add-in for Word. For instructions on downloading the add-in, click here. You can use an existing template or create a new Word document, and code it by using the ...

    • Removing Template Designer

      If you are using an old version of Template Designer, please follow the steps below to remove it from your device. 1. Open Word on your desktop, and in the toolbar, select Insert and then click on "My Add-ins" 2. Next to the Thread Template Designer ...

    • Installing Thread Add-ins

      Thread offers two add-ins for users: Word Template Designer and Outlook add-in. With the Template Designer, users can create templates and pull client information from Thread, creating client forms and letters with ease. Our Outlook add-in allows ...

    • Templates/Precedents - Overview

      Templates are a key feature of Thread that you can set up to most effectively utilise the application. Templates are used for documents, bills, bundles, or emails, and can be created to be used across all categories on Thread. Setting up templates ...

    • Template Designer Common Sign In Issues

      If you are having issues signing-in to your Template Designer, please see the following common causes and solutions. Account used for your Windows device is different from your Thread account 1. Open Word and click on the username in the top right ...