Legacy add-ins for Microsoft Office

Additional legacy features are available to Upland Qvidian, Microsoft Windows users who download and install the Upland Qvidian add-ins for Microsoft Office. When you install the add-ins, a Qvidian tab is added to Microsoft Word, Excel and PowerPoint toolbars. The add-ins are stored in the Office start-up folders on your computer.

Caution: As of the February '22 release, the legacy add-ins have been updated to fix defect QPA- 74807. If you plan to continue using the Legacy Add-Ins, you must redownload them after the release from the Qvidian application or the set-up utility, which is available in the Community.

Caution: For now, the legacy add-ins and Qvidian for Office will both exist in parallel and will not impact each other. However, there is a required update to the legacy add-ins with the September '20 release to change the security certificate to be signed as Upland Software. Please have your Qvidian admin notify your IT team is you wish to update your legacy add-ins. If you no longer need Qvidian's legacy add-ins, but still have them installed, please consider removing the add-ins to help improve Office performance. Qvidian is working to replace legacy add-ins with modern functionality and eventually, when they are not needed, will retire them. If you use the legacy add-ins, consider emailing the Product team to help us understand why they are useful to you.

Note: Users cannot download the Qvidian add-ins for Microsoft Office on an Apple Mac without a virtual PC. For more requirements, see System Requirements.

Caution: Some add-in functionality (e.g. bulk-loading PowerPoint slides using add-ins) is not supported by MS Office 2021.

There are newer features that can be used as alternatives to most legacy features that require add-ins. Refer to the table below for the features that require add-ins and alternative methods for achieving similar results without them. The legacy add-ins are only suitable for Content Managers (specifically Architects). The Qvidian for Microsoft Office integration is most suitable for individual contributors.

Note: If you are considering using the Qvidian for Office integration, see the Qvidian for Microsoft Office feature table for more information.

Legacy features that require add-ins Alternative features

Working with RFPs in created documents.

Create RFPs in projects.
Editing content records or other files in Structured Content, Agenda Slide, and Dynamic Slide components in document types within Architecture. There are no alternatives at this time.
Inserting merge codes from a list of existing merge codes in Upland Qvidian into Word documents, PowerPoint slides, or Excel spreadsheets. Download a spreadsheet of the existing merge codes in your Qvidian instance and manually type in merge codes.

Most users, including RFP and proposal writers, and Subject Matter Experts (SMEs), typically do not need to download the add-ins. These users normally perform the following actions in Upland Qvidian:

  • Build proactive Word documents and PowerPoint presentations.
  • Answer assigned questions inline, using the HTML editor, in created documents.
  • Manage and work with content in the library, including submitting and editing content.
  • Search for and use content, including copying content to the clipboard from the preview screen and pasting it into other documents and applications, downloading library records to the user’s computer, and generating content URLs.
  • Manage and work in projects, including uploading files and answering RFP questions.
  • Provide general and content feedback
  • Work with Word or PowerPoint content assigned to them by Content Administrators via the Send to SME or Assign Review Job features.
  • Work on RFP answers emailed to them by RFP file owners from Created Documents (not using the Assign Question function).
  • As an SME, edit content on the SME Edit page.

Downloading the Add-Ins for Microsoft Office

  1. Verify Microsoft Office has been configured and all Office applications are closed.
  2. (Optional) If the add-ins were previously setup, delete the Qvidian.dot file from the Start Up Folder. For example: c:\documents and settings\<user name>\application data\microsoft\word\startup.
  3. Log into Upland Qvidian.
  4. From the header, click the Profile menu, and then select Download Add-Ins from the drop-down menu. An instructions document displays.
  5. Review the instructions document.
  6. Click Setup.
  7. Follow the on-screen instructions to complete the process.

    8. If you need assistance, please contact Upland Qvidian Technical Support. Assistance may be limited based on your company security policies. If Upland Qvidian Technical Support is unable to assist you, you will be advised to contact your internal IT support for assistance.