Overview: Various functions within Active Workpapers requires the use of an Excel based add-in, including using the standard Business Fitness record templates.
Please refer to the Glossary for definitions of key terms used in this article.
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Prerequisites for the Active Workpapers add-in
Before installing the Active Workpapers add-in, please ensure:
You have a supported Microsoft 365 subscription (Business Standard, Business Premium, or an Enterprise plan). See below:
Refer to our System Requirements page for a full list of prerequisites for using the Active Platform.
Ensure you are signed into Excel with only one email account— this must be your work email and the same email as your Active Platform login.
Avoid being logged into Excel with both personal and work accounts and/or multiple emails at the same time, as this can cause conflicts.
If you have recently purchased or changed your Microsoft subscription please sign out of Excel and sign back in, or click File > Account > Update License in Excel.
Installing the add-in
Navigate to Microsoft AppSource using the following link: Active Workpapers - Microsoft AppSource
You should see the following screen. Click Get it Now to download the add-in and sign in using your Microsoft credentials if you are not already signed in.
You will then be presented with this screen. Click Open in Excel.
Tick Always allow and press Open Excel.
You will now see the below screen. An 'Active Workpapers' taskbar has been added to Excel.
You have now successfully downloaded the Active Workpapers Excel Add-in.
Deploying the Active Workpapers add-in firm-wide from the 'Microsoft 365 Admin Center'
For Microsoft Administrators who want to deploy the add-in firm-wide for all users from the 'Microsoft 365 Admin Center', follow the instructions: Deploy add-ins in the Microsoft 365 admin center.