Installation and Setup

To use the JustPerform Disclosure Management Office add-in, your CDM Server has to be properly configured and the Office add-in is deployed on the server. Professional staff in the Disclosure Management team will help set up the environment for you. You just need to install the add-in in your Word and Excel applications.

System Requirements

Before installing the JP DM Add-In, ensure your system meets the following requirements:

• Microsoft Office 2016 or later (Desktop version)
• Microsoft Edge browser
• Office 365 subscription

Install the JP DM Add-in

1. Open your Microsoft Word Desktop Application.
2. Click the Persona icon on the title bar and click Add an account to sign in using the Office 365 account you are provided.

   

3. New a blank document.
4. Click Home > Add-ins, and then click Advanced at the bottom left of the dialog.
5. In the Office Add-ins dialog, select the ADMIN MANAGED tab.

   

6. Select the JP DM add-in and click Add. The JP DM tab should now be shown on the ribbon.
7. Repeat the same steps to install the add-in in your Microsoft Excel and PowerPoint Desktop Applications.

Note: If you encounter issues during installation, verify that your Office 365 subscription is active and that the add-in has been deployed by your administrator.

Accept Workspace Invitations

1. Open Outlook (outlook.office.com/mail) and log in with the provided account.
2. Accept the JP DM workspace invitations from your email inbox.

SharePoint Integration Notes

JP DM integrates with SharePoint for document storage. Please be aware of the following behaviors related to the SharePoint integration:

• Documents uploaded to SharePoint must not be in Compatibility Mode. Please convert them to a current Microsoft 365 format (such as .docx, .xlsx, or .pptx) to ensure full functionality.
• The SharePoint document library created for a workspace may receive unique permissions that do not inherit from the site. If newly added users are unable to access documents, contact our support team.
• Renaming or deleting documents directly in SharePoint is not reflected in JP DM. Always rename or delete from the Disclosure Management website to ensure changes are synchronized.
• Once a document is moved to a workspace, renaming it locally within the Office application may trigger a SharePoint path error. Rename documents from the Disclosure Management website instead.