1. Functionality
The Unplex Word Add-in integrates AI-powered contract analysis into Microsoft Word, with the following capabilities available without leaving the document:
Clause-Level Review: individual clauses are analyzed against a defined standard or playbook.
Source-Backed Assessment: each finding is tied to a named source (see What is Unplex?, Section 1).
Suggested Formulations: alternative language is proposed for flagged clauses.
2. Requirements
Microsoft Word 2016 or later (Windows or Mac), or Word for Microsoft 365. An active Unplex account is required. No separate license is required for the Add-in itself.
3. Installation
Two installation paths are available; either produces an identical result.
3.1 Installation via Microsoft AppSource
Open Microsoft Word.
Go to Insert → Add-ins → Get Add-ins.
Search for Unplex Editor.
Click Add and follow the prompts.
The Unplex panel appears on the right side of the Word window.
3.2 Installation via the Unplex App
Log in at app.unplex.ai.
Click Download Editor in the top navigation.
Follow the installation instructions in the document that opens.
4. Authentication
Following installation, the Unplex panel in Word requires sign-in with the same SSO account used for the Unplex web app (Google or Microsoft; see Getting Started with Unplex, Section 1). No separate credentials are created for the Add-in. The Add-in connects to the workspace automatically once signed in.
5. Troubleshooting
Issue | Cause / Resolution |
Add-in does not appear after installation | Close and reopen Word. If the panel still does not appear, go to Insert → Add-ins → My Add-ins and activate Unplex Editor manually. |
Sign-in fails or loops | The browser is blocking a required pop-up. Confirm pop-ups are allowed for microsoft.com and unplex.ai. In corporate environments, request that IT whitelist these domains. |
Add-in is greyed out | The Microsoft 365 administrator has restricted Add-in installation at the tenant level. Request that IT enable Unplex Editor via the Microsoft 365 Admin Center. |
SharePoint access error inside Word | The account lacks read/write permissions on the relevant SharePoint document library. See Connecting Cloud Storage. |
Note: if none of the above resolves the issue, contact support@unplex.ai with the error message and Word version.
6. Next Steps
Following installation, see How to Review Documents with Unplex.