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SmartOffice Microsoft Plug-In Setup (Ver 5.0.118)

The Microsoft Plug-in for SmartOffice enables features like correspondence, document management, data export, Outlook e-mail posting and more. With the plug-in, you can access SmartOffice data and features directly from Microsoft Outlook, Word and Excel. The plug-in also integrates those and other Windows applications with SmartOffice Pro.

Note: To install the plug-in, the user must have local administrator rights on the computer. A computer restart is required to complete the plug-in installation; however, the restart may be done at the end of the day or at another convenient time.

Quick Setup Help

  1. Click the Download button above.
  2. If prompted, save the EbixSmartOffice.application file to your computer, and then open it.
  3. When the security warning dialog box opens, click Install. The main plug-in installer will begin downloading.
  4. Once the download is complete, click Run and follow the instructions to complete the installation.
  5. Restart your computer when prompted.

Detailed Setup Help

  1. Click the Download button above.
  2. If your browser displays a download prompt for the EbixSmartOffice.application file, download the file and open it.
  3. When the security dialog box opens, click Install.


     

  4. The main plug-in installer will begin downloading.

  5. Once the download is complete, click Run to start the installation. When installation is complete, the Installation Complete dialog box appears.


     
  6. Click Close. When you are prompted to restart your computer, close any open programs and click Yes.
     
  7. After your computer has restarted, the Microsoft Plug-in for SmartOffice sign-in dialog box opens.


     
  8. Type your office name, user name and password (you should have received this information in your welcome e-mail message from Ebix).
     
  9. Click Log In.
     
  10. If the SmartAnalyzer Report also opened after you restarted your computer, review the report to ensure that your computer meets SmartOffice’s system requirements.


     

The plug-in is now ready to use. If you are a new SmartOffice user, refer to your welcome e-mail for your next steps.

For detailed assistance with the plug-in, refer to the Microsoft Office Plug-In Help.

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