Overview: If your firm has deployed the Active Workpapers Add-in via Integrated apps in the Microsoft 365 admin center and the add-in is failing to show, appear, or install for end users, this may be related to a recent Microsoft global add-in update issue.
This article explains how to resolve this issue by deploying a substitute Active Workpapers Plus add-in as a temporary workaround.
Please refer to the Glossary for definitions of key terms used in this article.
Summary
A recent Microsoft add-in update is currently preventing the standard Active Workpapers add-in from installing correctly if deployed from the Microsoft 365 Admin Center.
As a temporary workaround, please deploy the Active Workpapers Plus add-in. It provides the same functionality and bypasses the installation issue. This add-in can run alongside the existing Active Workpapers add-in, and no data or workpapers will be affected.
Please ask your IT or Microsoft 365 admin to complete the steps below.
Deploy Active Workpapers Plus
Admin Deployment Instructions
Step 1. In the Microsoft 365 admin center, go to Settings > Integrated apps, then select Get apps.
Step 2. Search for “Active Workpapers Plus” and select Get it now.
Step 3. On the Confirm to continue prompt, agree to the provider’s terms, then select Get it now.
Step 4. Under Add users, choose Specific users/groups and add the security group or individual users you are deploying to. To roll out to everyone, choose Entire organization instead.
Step 5. On Accept permissions requests, review the app permissions and capabilities, then select Accept permissions.
Step 6. Grant admin consent on behalf of your organisation by selecting Accept.
Step 7. Confirm the status updates to Permissions accepted.
End User deployment checks
Ask end users to open a binder from the Active Workpapers website and check whether the new Active Workpapers Plus add-in is visible in Excel. The add-in should appear at the top of End User's Excel in the Excel ribbon.
If the add-in does not appear for the end user, ask them to sign out of Excel and sign back in.
If the add-in still does not appear, ask the user to complete the following steps:
In Excel, go to File > Options > Trust Center > Trust Center Settings > Trusted Add-in Catalogs.
Tick Next time Office starts, clear all previously-started web add-ins cache.
Close Excel fully.
Open the binder from the Active Workpapers website again and look for the Active Workpapers Plus add-in in the Excel ribbon at the top and select 'Open Taskpane'
If you encounter any issues with this, please contact the support team using the help icon at the top right of the Platform.