Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Deploy the Costpoint Word Template Add-In (Office 365)

The Costpoint Word Template add-in for Office 365 is included with your Costpoint installation.

Follow the steps below to deploy the add-in as an application into Office 365 Portal for the company. After the Costpoint Word Template add-in is deployed, the users or groups that were selected in the deployment wizard can install the add-in in MS Word.

To deploy the Costpoint Word Template add-in:

  1. Open the Microsoft 365 admin center.
  2. On the left pane, click Show All > Settings > Integrated apps.
  3. On the Integrated apps screen, click Upload custom apps to open the Deploy New App wizard.
    1. In the App type drop-down list, select Office Add-in.
    2. Select the Provide link to manifest file option and enter the URL to the XML file (https://<app_server>/CpWeb/word/manifest.xml), replacing <app-server> with your app server name.
    3. Click Validate.
  4. Click Next to add the users or groups who will use the add-in.
  5. Click Next to progress through the wizard and then click Done.
    The Costpoint Word Template add-in is deployed to your computer.
  6. Next, install the Costpoint Word Template add-in in MS Word:
    1. Open MS Word and click the Insert tab.
    2. On the Insert tab, click My add-ins.
  7. Click the Admin Managed tab and select Costpoint Word Template. Click Refresh, if necessary, to see the add-in.
  8. Click Add. The Costpoint tab displays in MS Word.