> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.markup.ai/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.markup.ai/_mcp/server. # Markup AI for Microsoft Word — Integration Guide > Install, configure, and use the Markup AI add-in inside Microsoft Word to check, score, and rewrite content without leaving Word. Use Markup AI inside Microsoft Word to check, score, and rewrite content while you author. The integration runs as a Word **task pane add‑in** — open any document, click the **Markup AI** ribbon button, and review issues from the sidebar without leaving Word. The add‑in works in **Word for the web**, **Word for Windows**, and **Word for Mac** as part of the Microsoft 365 family. The same add‑in also runs in PowerPoint — see [Markup AI for Microsoft PowerPoint](/apps/m365-powerpoint). --- ## **What you need** * A **Microsoft 365** subscription with Word (web, Windows, or Mac). * Permission to install Office add‑ins from the **Microsoft marketplace**, or an admin who can deploy the add‑in centrally through the Microsoft 365 admin center. * A **Markup AI** account — [create one at console.markup.ai](https://console.markup.ai). --- ## **Which agents are supported** Microsoft Word integrates seamlessly with the full suite of Markup AI agents your organization is entitled to use — Style, Brand Voice, Brand Terms, Persona, Sentence Clarity, AI Voice, and any other agents enabled for your organization. See the [agent catalog](/agents) for what each one does. Toggle the agents you want in the sidebar's **Available agents** list. A check fans out to every selected agent at once, and results stream back per agent as each one finishes — you don't wait for the slowest agent to see the first findings. Entitlement is enforced by Markup AI, so the list only ever offers agents your organization actually has. --- ## **What Markup AI does for you in Word** * **Check & score**: Analyze the active document and get a Content Risk Score (High / Medium / Low Risk) plus a count of issues found. * **Run several agents at once**: Select any combination of the agents your organization is entitled to; they run concurrently and each one's results stream into the list as they arrive. * **Whole‑document or selection**: Run the check on the full document, or highlight a passage and check just the selection. * **Grouped, filterable issues**: Issues are returned as a categorized list. Filter by severity (**High**, **Medium**, **Low**) or by category (Style, Brand, Consistency, Clarity, Tone). * **Jump to issue in the document**: Click an issue card in the sidebar to highlight the matching text in the Word document. * **Apply a suggestion**: When Markup AI returns a suggested replacement, click the suggestion in the issue card to rewrite the text directly in the document. * **Change Tracking aware**: When Track Changes is on, the add‑in works against the live text and avoids matching against tracked deletions. --- ## **Installing the add-in** Markup AI for Microsoft Word is published to the **Microsoft marketplace** as [**Markup AI for M365 Office**](https://marketplace.microsoft.com/en-us/product/WA200010885?tab=Overview). You can install it on a single machine or have your admin roll it out to your whole tenant. The same listing installs the PowerPoint add‑in — there's nothing extra to add for PowerPoint. ### **Option 1: Install from the Microsoft marketplace (individual users)** #### Open the Add‑ins gallery In Word, go to **Home** → **Add‑ins** (or **Insert** → **Get Add‑ins**, depending on your Word version). The Office Add‑ins dialog opens. #### Search the Store Click the **Store** tab and search for **Markup AI**. Select the **Markup AI for M365 Office** listing from the results. #### Add the add‑in Click **Add**, accept the license terms and privacy policy, and wait for Word to finish installing. When it's ready, you'll see a new **Markup AI** tab on the Word ribbon with a **Show Sidebar** button. ![Word ribbon showing the Markup AI tab and the Show Sidebar button under it.](/_fern-img/95a810b95a2b60a3d6fcbcf2188503d9c21bab8ec553cf3ce0cdee50b4c60de0.webp) ### **Option 2: Centralized deployment (admins)** If your tenant manages Office add‑ins centrally, an administrator can deploy Markup AI to specific users or groups through the **Microsoft 365 admin center** (**Settings → Integrated apps → Upload custom apps**). One deployment covers **both** Word and PowerPoint — the manifest declares both hosts. Use the following manifest URL when prompted: ``` https://m365.markup.ai/manifest.xml ``` #### Open Integrated apps Sign in to the [Microsoft 365 admin center](https://admin.microsoft.com) and go to **Settings → Integrated apps**. #### Upload the manifest Click **Upload custom apps**, choose **Office Add-in** as the app type, select **Provide link to manifest file**, and paste: ``` https://m365.markup.ai/manifest.xml ``` #### Assign users and deploy Choose the users or groups who should receive Markup AI, review the requested permissions, and click **Deploy**. Microsoft typically rolls the add‑in out to assigned users within a few hours. Refer to Microsoft's [Deploy add‑ins in the admin center](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/test-and-deploy-microsoft-365-apps) guide for full details on centralized deployment, including how to roll out to test groups before a full release. Once deployment finishes, the **Markup AI** tab appears automatically on the Word ribbon for assigned users — no per‑user install required. --- ## **Launching Markup AI in a document** 1. Open any Word document (web, Windows, or Mac). 2. On the ribbon, click the **Markup AI** tab and then **Show Sidebar**. The task pane opens on the right side of the document. 3. Sign in to Markup AI if prompted (Google and Microsoft accounts are supported). Your sign‑in persists for future sessions. ![Markup AI task pane showing the Sign in screen with a single Sign In button.](/_fern-img/0c15aca881c70dc1aa7f7cee2535da889701b8aead1d9d4fe0d5cbd59a87f7f3.webp) --- ## **Configure your check** When you first open the sidebar after signing in, you'll see the **READY** state with an **AVAILABLE AGENTS** panel below the score area, headed by an *n/n active* count. * **Pick your agents**: Every agent your organization is entitled to is listed, grouped into four categories — **Accuracy**, **AI Visibility**, **Brand**, and **Content Integrity** — each with its own *n/n* count. Toggle any agent on or off; everything left on runs in the next check. * **Per‑agent options**: Agents that need configuration show a wrench icon that expands their settings inline: * **Style** → **Choose a Style Guide** — select the relevant style guide set up by your organization * **Persona** → **Select the desired Persona to apply** * **Brand Voice** → **Choose the Brand Voice tone you want to enforce** * **Brand Terms** → **Pick the Terminology Domain to use for brand-specific vocabulary** * **Settings (gear icon)** at the top of the sidebar opens the same agent list as a full‑pane view — *"Choose which agents to run and set their options here."* Categories collapse and expand, and the header tracks how many agents are enabled. * **User menu** (user icon, bottom of the sidebar): your account and organization switcher, **Clear Document Data**, **Privacy Settings**, **About**, links to the Developer Portal and Console, an **Appearance** setting (System / Light / Dark), and **Sign out**. ![Markup AI task pane in its READY state with the Available Agents panel showing the Style agent toggled on and the Style Guide dropdown set to Main.](/_fern-img/a41c7025c2c84f857bc8872b260daf81a71aa2dc00ca0361d029bd98706eb15a.webp) --- ## **Running a check** 1. Open the document you want to check. Save your work first — checks run against the document's current text. 2. (Optional) **Highlight a passage** and turn on **check selection mode** (the toggle left of the gear icon) if you want to check just a section. Leave it off to check the whole document. 3. In the Markup AI sidebar, click **Check**. The add‑in extracts the document content, analyzes it, and posts the result back to the sidebar. While a multi‑agent check runs, each agent reports its own progress and can be cancelled on its own, or you can **Cancel** the whole run. 4. The header updates with: * A **Content Risk** banner — *HIGH RISK*, *MEDIUM RISK*, or *LOW RISK* — and the issue count (for example, *28 issues found*). * A **severity bar** and an *n issues remaining* line. * **Severity pills** — **High**, **Medium**, and **Low**, each with a count. * An **All agents** filter and a **Group / List** view toggle. 5. Re‑run **Check** any time you want to refresh the score after editing. ![Markup AI sidebar after a check, showing HIGH RISK with 85 issues found, severity counts by High/Medium/Low, the Brand and Style category groupings, and an expanded Consistency suggestion card with a SUGGESTION block and a Why this matters explanation.](/_fern-img/1b4a71166b2306b7c73a3bf00502277b09f8043a298bbc9d207ab74f5baa01c9.webp) --- ## **Reviewing and resolving issues** Once the check completes, Markup AI lists every issue under the **Suggestions** section. Use the controls at the top of the list to triage: * **Severity pills** — Click **High**, **Medium**, or **Low** to scope the list to one severity level. Counts update as you work through issues. * **All agents** — Filter the list down to the findings of specific agents. * **Group / List** — **Group** view nests issues **category → agent** (for example **Brand 17** → *Persona 2*, *Brand Voice*, *Brand Terms*, *Style 15*), with a **re‑run** control on each agent row so you can re‑check one agent without re‑running the rest. **List** view is a flat, ordered list. * The **Style** agent row carries two extras: a **Filter by category** control (Clarity, Spelling and Grammar, Tone, Consistency, …) and a **quality score** badge that opens a score breakdown. * **Copy workflow IDs** at the bottom of the list copies the run identifiers — useful when reporting a problem to support. ### **Working through an issue card** 1. Click anywhere on an issue card to **expand** it. The card reveals: * The **category** label (Consistency, Clarity, Spelling and grammar, Tone, etc.) and the **severity** tag (HIGH / MEDIUM / LOW). * The **issue text** — the exact phrase Markup AI flagged. * The **suggested replacement** (when Markup AI has one) shown under a **SUGGESTION** label. * A **Why this matters** explanation of the rule. 2. Click the **issue text** at the top of the card to **highlight** the matching content in the Word document — useful for locating the issue in long documents. ![Markup AI sidebar showing a Clarity HIGH issue with the matching sentence highlighted in the Word document body.](/_fern-img/e509190fb0e544c7bb53ccd4d1369621d473965362552d552d01807fdaa52790.webp) 3. Decide what to do for each card: * **Apply the fix** — click the suggested replacement (under **SUGGESTION**) to rewrite the text directly in the document. * **Edit manually** — fix the text in Word, then click **Check** again to re‑score. * **Mark as Resolved** — record that you've handled the issue yourself. * **Dismiss** — drop the issue when it doesn't apply. --- ## **Tracking your progress** As you apply suggestions and resolve or dismiss issues, the sidebar header tracks your progress: * The **issues remaining** count drops as you work. * The **audit trail** button next to the risk banner opens a breakdown: **Remaining**, **Resolved**, and **Dismissed** totals, plus **Remaining by severity** (High / Medium / Low). * The severity bar shrinks and the risk banner updates toward **LOW RISK** as remaining issues clear. Click **Check** again at any time to refresh the analysis against the current text. ![Markup AI sidebar showing 70 issues remaining with counters for 11 accepted and 4 dismissed suggestions after the user has resolved several issues.](/_fern-img/c12d000ee4f348b9382241c95a2dde8628e48317c4f62b6e41d1532e48dedfd8.webp) --- ## **Working with Track Changes** Markup AI fully supports Word's **Track Changes** feature, including every **Show Markup** display mode: * The add‑in always runs against the **current visible text**, ignoring tracked deletions so flagged content lines up with what you see on screen. * When you apply a Markup AI suggestion while Track Changes is on, the replacement appears as a tracked change you can review, accept, or reject through Word's normal **Review** ribbon. * All review views work the same way — whether revisions are shown **Inline** or in **Balloons** (in the margin), Markup AI tracks and applies changes correctly. --- ## **Re-running checks and switching documents** * The score and issue list reflect the **last check** you ran on the **current document**. After editing the document, click **Check** again to refresh. * If you switch to a different document, run a fresh **Check** on that document — issue positions from the previous document don't carry over. * The add‑in tracks which document each check belongs to. If you try to act on a suggestion after switching documents, the sidebar will warn you and ask you to run a new check on the current document. --- ## **FAQ** * **Which versions of Word are supported?** Word for the web, Word for Windows (Microsoft 365 subscription), and Word for Mac (Microsoft 365 subscription). Word for iPad and Word Mobile aren't supported. * **Where do I configure the Style Guide?** It's an option on the **Style** agent itself — click the wrench icon on the Style agent row (in the sidebar's agent list, or under the **Settings** gear). Settings persist for your account across documents. * **Can I check just a selection?** Yes — highlight the passage and turn on **check selection mode** before clicking **Check**. Otherwise the check runs against the full document. * **Does it work with Track Changes?** Yes — Track Changes is fully supported in every **Show Markup** mode (Inline and Balloons). Checks run against the visible (post‑accept) text, and applied suggestions become tracked changes you can review through the Word **Review** ribbon. * **Are Microsoft Information Protection (MIP) sensitivity labels supported?** Not yet. The add‑in does not currently detect or enforce MIP sensitivity labels — support for label‑aware checks is planned for a future release. * **Is text inside text boxes and shapes checked?** No. Shape text is deliberately not extracted — see **Known limitations** below. * **Will this change my images or charts?** No — images and charts are never modified. * **Can I undo a suggestion I just applied?** Yes — use Word's **Undo** (Ctrl+Z / ⌘+Z) immediately after applying. If Track Changes is on, you can also **Reject** the change from the Review ribbon. --- ## **Under consideration** We're exploring the following enhancements, though we can't commit to specific timelines yet. * Adding issue details to the document as a Word comment, directly from the sidebar. ## **Known limitations** * **Non‑text elements** (images, drawings) aren't analyzed. Markup AI focuses on textual content. * **Text boxes and shapes** aren't analyzed. Word's shape‑text surface can crash Word for Mac on documents containing legacy drawing objects, so the add‑in no longer reads it at all — shapes appear as an inert placeholder in the extracted content, and *Apply suggestion* isn't offered inside them. * **SmartArt, WordArt, charts, and OLE objects** aren't supported — their content isn't extracted, so it's neither analyzed nor modified. * **Table of contents entries** are skipped. A TOC is a copy of heading text that already appears in the body, so checking it would double‑report every heading issue and any fix would be overwritten the next time Word refreshes the field. Fix the heading itself, then update the TOC. * **Footnotes and endnotes** are extracted and shown in the sidebar, but they're **read‑only** — you can review flagged content in the sidebar card, but the *Apply suggestion* action won't select or replace footnote or endnote text in place.