About the IntelligenceBank Content Risk Reviews Add-in for Microsoft Word

The IntelligenceBank Content Risk Reviews Add-in for Microsoft Word brings your organization's compliance, legal, and brand checks into Word. Open the task pane on the document you're working on, run an on-demand review, address the risks the panel surfaces, and - when you're ready - send the document to the selected Database, and if applicable, Record, in IntelligenceBank.

The add-in is best suited/used for organizations that:

• Work heavily in Microsoft Word and want to run risk reviews directly within this environment.
• Want to address as many risks as possible before submitting content to IntelligenceBank for formal sign-off or approval.
• Need to collaborate with stakeholders who are Microsoft users but perhaps not IntelligenceBank users.
• Prefer or require their collaboration workflow happen within Microsoft rather than in IntelligenceBank.

What the Add-in Does

• On-demand risk detection - check your document against your organization's rule sets directly inside Word.
• Inline feedback - turn any identified risk into a native Word comment so colleagues can see it in the document, even if they don't use the Add-in.
• Direct submission - once you're happy with the document, send it to IntelligenceBank to create a record on the platform.
• Consistent rules - the same compliance, legal, and brand checks your team uses elsewhere in IntelligenceBank.

Requirements

• Microsoft Word on a host that supports the Office.js Word API 1.5 or later: Word for Microsoft 365 (Windows, Mac, iPad) or Word for the web.
• For better performance, use the Office Word Desktop app.

Installing the Add-in (End Users)

Choose the method that matches how add-ins are managed in your organization.

From Microsoft AppSource (recommended)

1. Open Microsoft Word.
2. Click the Insert tab in the ribbon, then Get Add-ins (in some versions: Office Add-ins).
3. In the Office Add-ins dialog, click Store and search for "IntelligenceBank Content Risk Reviews".
4. Click Add, review the permissions, then click Continue.
5. The IntelligenceBank Content Risk Reviews button appears under the IntelligenceBank group on the Home tab.

Admin-deployed install

If your administrator has already deployed the Add-in to your organization:

1. Open Word and click Insert > Get Add-ins.
2. Open the Admin Managed tab.
3. Find IntelligenceBank Content Risk Reviews and click Add.

Deploying the Add-in (Administrators)

Centralized deployment (administrators)

To deploy the Add-in tenant-wide:

1. Sign in to the Microsoft 365 Admin Center as an administrator.
2. Go to Settings > Integrated apps > Get apps.
3. Search for IntelligenceBank Content Risk Reviews and select the Word listing.
4. Click Get it now and choose the user groups to deploy to. The Add-in then appears for those users in Word under the Admin Managed tab of Insert > Get Add-ins.

How To Use

1Open the Add-in	In Word, click the IntelligenceBank Content Risk Reviews button under the IntelligenceBank group on the Home tab. The task pane opens to a Welcome to {your tenant} screen.
2Sign In	Enter your IntelligenceBank platform URL in the Platform URL field and click Login to IntelligenceBank. A browser tab opens so you can complete authentication on your IntelligenceBank platform - SSO is supported if your platform has it configured. Once the browser tab confirms you're signed in, return to Word and click Continue. If the browser tab didn't open, use copy the link on the confirmation screen to open the auth URL manually. After your first successful login, the Add-in remembers your platform URL and tenant branding so subsequent sign-ins are faster.
3Open Your Document	Word automatically supplies the open document as the file to review - no upload step is needed. Once signed in, the Add-in opens to the Create Review tab with your document already selected.
4Configure Your Review	In the Risk Review Configuration section, choose your Database and set any required category filters, or select an existing Record to load its values. The Start Risk Review button stays disabled until every required filter is set.
5Run the Review	Click Start Risk Review. A processing screen shows progress while the Add-in extracts the document content and runs the configured rules. When the review completes, the panel switches to the Latest Review screen.
6View Results	The Latest Review tab presents identified risks in two sections: Detected Risks for everything still active and a separate Dismissed section for risks you've put aside. Where the review provides page metadata, risks are grouped under Page dividers so you can scan by location. Each card shows the rule that triggered, a description, the matched text, and any recommendation. Insert as comment - add the risk as a native Word comment, anchored to the matching text in the document. The comment includes the rule title, description, recommendation, and the original sentence in quotes. Dismiss - move the risk to the Dismissed section. Dismissed risks can be brought back if you change your mind. Insert all - the button at the top of the Detected Risks section inserts every detected risk as a Word comment in one click. Inserted comments become part of the document - they survive saving, sharing, and closing the Add-in. You can edit, reply to, or resolve them like any other Word comment.

Send to IntelligenceBank

Sending to IntelligenceBank is an explicit, separate action - running a review does not automatically upload the document to IntelligenceBank. Click Send to IntelligenceBank in the result actions footer once you're satisfied with the review and need to upload your content to an IntelligenceBank record for official sign off/approval. The Add-in saves the document, packages it as a DOCX, and uploads it to your platform along with the review metadata.

Settings

The menu in the task pane header gives you Settings, Clear Results (visible once a review is loaded), Help & Support, and Logout. The Settings page lets you tailor what the Add-in shows. Changes save automatically and persist between sessions.

Interface

• Onboarding Help Banners - show or hide the help banners that walk you through the risk review process.
• Compact View - reduce font sizes and component spacing for a tighter UI.

Actions

• Send to IntelligenceBank - show or hide the button that sends reviewed content back to your platform. Hide it if your workflow doesn't require sending the document.

Data and Security

• Encrypted in transit - all communication with IntelligenceBank uses TLS.
• Your authentication - sign-in is delegated to your IntelligenceBank platform, including SSO if your organization has it configured. The Add-in does not store your credentials.
• Same platform controls - documents sent to IntelligenceBank inherit the permissions, retention policies, and access controls already configured on your platform.

Frequently Asked Questions

What's the maximum file size?

See the latest file size limits here. The Add-in checks the file size before sending anything - oversized documents are rejected up front with a message naming the file.

Which versions of Word are supported?

Any Word host that supports the Office.js Word API 1.5 or later. In practice that's Word for Microsoft 365 on Windows, Mac, and iPad, and Word for the web.

Can multiple people review the same document?

Yes. Each reviewer's detected and dismissed lists are scoped to their own session, but Word comments inserted from the Add-in are part of the document and are visible to anyone with access to it.

Do I need to be online?

Yes - signing in, running reviews, and sending documents to IntelligenceBank all require an internet connection.

The Add-in isn't loading. What should I check?

1. Confirm you have an internet connection.
2. Close and re-open the task pane.
3. Make sure your copy of Office is up to date.
4. If the issue persists, submit a ticket.

Get Started

Install from Microsoft AppSource