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To use our Simple Document Upload Plugin please download and install the following file.

AgileCase Document Upload MS Word Plugin

If you see a message like the one below:

Click on "More Info", you will see a "Run Anyway" button - once clicked you will be able to continue with the installation of the plugin.

Once installed, when you open Microsoft Word (up to version Office 2013) you will see the following option in your toolbar.

Click the small down arrow to enter you AgileCase credentials, once done you will be able to use the document upload functionality.

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