Help centre / Desk / Packs
Write a matter’s documents in Word
If your team drafts in Word, the Desk add-in brings the matter to you there. Put in a precedent or a single detail, and save the finished document onto the matter without downloading or uploading anything.
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Copy the Word add-in link
Go to Settings › Microsoft 365
A Desk admin presses Copy link under Word add-in link.
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Add it for your organisation
In the Microsoft 365 admin centre, open Integrated apps, choose Upload custom apps and give it the link. If you’ve added the Outlook add-in already, this is a second app beside it.
It can take a few hours for the button to show for everyone.
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Open Desk in Word
On Word’s Home tab, press Desk in the Unforged group, then Sign in. You only sign in once on each computer.
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Pick the matter
Choose the Matter you’re writing for. Its details are ready to use straight away.
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Put in a precedent or a detail
With the Precedents pack on, choose a Precedent and press Put it in to start from it. For a single detail, like the client’s address, choose the Field and press Put it in.
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Save it to the matter
Press Save to, followed by the matter’s reference. The document goes in the matter’s Documents, and everyone on the matter can see it.
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Open it again later
Under Word documents on the matter, press Open beside the one you want.
If something goes wrong
There’s no Desk button in Word. The add-in may not be added yet, or it hasn’t reached you. Ask whoever looks after your Microsoft 365, and give it a few hours after they add it.
You can’t see the Precedent list. It shows only while the Precedents pack is on. Ask your Desk admin.
Still stuck? Write to [email protected] and we'll get back to you.