BEAMON Microsoft Word Add-in: Setup Guide

The BEAMON Microsoft Word Add-in allows you to use BEAMON Assist directly within Microsoft Word. With Assist, you can edit the current document, such as adding or updating clauses, or use it as a research companion to draft content yourself. 

Assist can also reference previously uploaded materials such as playbooks, access publicly available sources (including court databases), or connect to licensed content from publishers like Otto Schmidt. 

This guide outlines the requirements, setup, and usage of the Add-in. BEAMON AI by BRYTER is publisher attested.

Downloading the Add-in from the Microsoft Store

You can install the BEAMON Word Add-in directly from the Microsoft Store:

1. Open Microsoft Word.
2. Go to the Insert tab and select Get Add-ins (or Add-ins Store depending on your version).
3. Search for BEAMON.
4. Click Add to install the add-in.

Setting Up the BEAMON MS Word Add-in

Your IT Admin can also follow the steps below to deploy the BEAMON Add-in:

1. Access the Admin Center: Navigate to the Microsoft 365 Admin Center.

2. Deploy the Add-in:

   • Click on + Deploy Add-in.
   • Select Upload custom apps.

   

3. Upload the Manifest File:
   • Retrieve the manifest.xml file from your BRYTER contact person
   • Upload this file to the Microsoft 365 Admin Center.
4. Select the Target Audience: Choose which users will have access to the Add-in.
5. Deploy the Add-in: The Admin will receive an email notification once the deployment is successful.
6. Instruct Users: After deployment, users should reload or reopen Microsoft Word to see the BEAMON Add-in in the top 'ribbon' toolbar.

Using the BEAMON MS Word Add-in

Once the Add-in is set up:

1. Access the Add-in:
   • Open Microsoft Word.
   • Go to the Home tab in the ribbon.
   • Click on the B icon.
2. Use BEAMON Assist in Word:
   • The Add-in task pane will open on the right side of your document.
   • Log in with your BEAMON AI credentials.
   • Once you're logged in, you can start using Assist to:
     • Ask questions or request edits directly in the open document (e.g., add a clause, adjust wording).
     • Draft content based on your own research using Assist responses as input.
     • Reference previously uploaded documents such as playbooks or templates.
     • Enable web search or select jurisdictions to surface free public legal sources (e.g., case law databases)(if available under your account).
     • Access content from integrated publishers like Otto Schmidt (if available under your account).

Permissions and Privacy

The BEAMON Add-in works like a small website embedded in Word. It: 

• Does not have access to your OneDrive, SharePoint, or other files.
• Only has read and write access to the currently open document.
• Can securely send data over the internet to BEAMON.
• Other than that, the same privacy standards apply as for the in-browser version of BEAMON.