Word Add-in

The new Word Add-In is available to all of our customers using the new Document Management System. If you are interested in using the new Add-In, contact your Centerbase Admin to get it installed on your Microsoft Account. Once installed, you will see a new Centerbase Add-In available in the add-ins section at the top of your Word document. 

The new Add-in is available for both Mac & PC users and can be accessed on both the web and desktop versions of the app. 

Step 1: Click on the Add-Ins icon in the ribbon at the top of your Word document.

Step 2: Select Centerbase under “My Add-Ins.”

This action opens a right panel containing all the add-in functionality. The new Add-In is divided into four sections:

1. Timekeeping
2. Documents
3. Templates
4. General

Step 1: Click on General to log into your account.

Step 2: Enter your Centerbase URL (e.g [firmname].centerbase.com) and click Login.

Step 3: A modal will prompt you to login using your Microsoft credentials. Select the Microsoft login option.

After successful login, you're ready to start using the add-in.

The Timekeeping feature is accessible to all customers using the new add-in. If you're using the Automatic Time Capture feature, the timer starts automatically as soon as you're active in a document. The timer also detects inactivity, prompting a notification after five minutes of inactivity. If unresponded, the timer stops and five minutes are deducted from your timer.

You can manually start and stop the timer at your convenience. The Word add-in timer is tied to the Global timer, preventing accidental double billing.

Step 1: To save a timer, click on Add new time entry.

Step 2: Fill in any relevant details in the time entry modal and click save.

If you don't save your timer as a time entry, you can still add time entry details later in your Billable Events Dashboard in Centerbase.

The new Documents section allows users to save any documents to specific Matters in their system.

Step 1: Click on the Save button.

Step 2: Select a matter to apply to the document.

Once saved, the document appears under the Doc Management section of that matter and can also be found in the SharePoint site for the matter.

Like the old add-in, users can save new templates or open existing templates for their documents. Any existing templates created in the old add-in will be available in the new add-in.

*Note: It's recommended to uninstall the old Centerbase Add-In before using the new one.