Who Is This For?
Users / Authors: Installing the add-in and adding document properties while editing in Word
Standard & Full users: Managing properties in Word (availability depends on your license)
Microsoft 365 Admins (Global Admin / App Admin): Deploying the add-in to users or groups across the organization
How to Use the SimplerQMS Word Add-in?
Installing the Add-in
On Windows (AppSource)
On Windows (AppSource)
Open Microsoft Word (Microsoft 365).
Go to Home → select Add-ins.
In the add-ins popover, search for simplerqms.
Find SimplerQMS Word Add-in → click Add.
Confirm it now appears under My Add-ins (and/or on the Home ribbon).
❗Compliance reminder: Install only approved add-ins according to your organization’s IT and validation requirements.
💡 Tip: If you don’t see search results in the popover, click + More Add-ins to open the full window and search again.
On macOS (AppSource)
On macOS (AppSource)
Open Microsoft Word (Microsoft 365).
Go to Home → select Add-ins. (Insert GIF)
Search for simplerqms.
Click Add for the SimplerQMS Word add-in.
Verify it appears under My Add-ins and/or as a button on the Home ribbon.
💡 Tip: On some Mac setups, you may need to use + More Add-ins to open the full catalog.
Logging in to the SimplerQMS Word add-in
In Word, click the SimplerQMS icon on the ribbon.
In the add-in panel, select your region.
Enter your email → click Log In.
Complete any authentication prompts (Microsoft login / SSO), if shown.
❗Compliance reminder: Always log in using your own account. Shared accounts can break traceability and audit trails.
Adding document properties from Word
Open the document you’re working on in Microsoft Word.
Click the SimplerQMS icon in the ribbon to open the add-in panel.
Go to the Properties tab.
Select the property you want to add (a preview should display).
Click Add to document.
If needed, click Edit before adding the property.
❗Compliance reminder: Only add or edit properties that match your organization’s approved metadata rules for controlled documents.
💡 Tip: If a property looks wrong in the preview, use Edit before inserting it—this helps avoid rework later.
📎 Reference: Navigating the Document Page
Removing the Add-in
On Windows
On Windows
In Word, go to Home → Add-ins.
Click + More Add-ins.
Select Manage your apps (bottom-left).
Find SimplerQMS → open the three-dot menu (…) → select Remove.
Confirm removal when prompted.
On macOS
On macOS
In Word, go to Home → Add-ins → + More Add-ins.
Open the MY ADD-INS tab.
Find SimplerQMS → open the three-dot menu (…) → select Remove.
Confirm removal when prompted.
Deploying the add-in centrally (Microsoft 365 Admin)
Sign in to the Microsoft 365 Admin Center.
Go to Settings → Integrated apps.
Click Get apps.
Search for SimplerQMS (or SimplerQMS Word add-in) in AppSource.
Click Get it now, then sign in and accept terms as prompted.
Review details → click Next.
Choose deployment scope:
Entire organization, or
Specific users/groups
Click Update to confirm, then Close when finished.
❗Compliance reminder: Confirm your organization’s validation approach (e.g., change control, testing, documented approval) before deploying to all users.
💡 Tip: Users may need to restart Word before the add-in appears, and deployment can take several minutes to propagate depending on tenant size.
Tips
💡 If the add-in doesn’t show up after installation, restart Word (and verify you’re signed into the correct Microsoft 365 account).
💡 Use Edit in the Properties panel to confirm values before inserting—this reduces metadata cleanup later.
💡 For org-wide rollouts, deploy to a pilot group first to confirm expected behavior in your environment.