Welcome
Thank you for joining the Beta!
This guide walks you through every feature — from installing the add-in to using templates, managing your notes library, and syncing to OneDrive. If anything feels confusing, email us at support@marginproapp.com and we'll get you sorted.
Getting the Add-In Into Word
manifest.beta.xml file — your MarginPro contact should have sent you this file already.
On a Mac
- 1Open Finder and press Cmd + Shift + G to open "Go to Folder."
- 2Paste the following path and press Enter:
~/Library/Containers/com.microsoft.Word/Data/Documents/wef/ - 3If the
weffolder doesn't exist, create it (right-click insideDocuments→ New Folder → name itwef). - 4Copy your
manifest.beta.xmlfile into theweffolder. - 5Quit and reopen Microsoft Word.
- 6The MarginPro BETA button appears at the far right of the Home tab in the ribbon. ✅
On Windows
- 1Create a new folder on your PC, e.g.
C:\AddinManifests. Copymanifest.beta.xmlinside it. - 2Right-click the folder → Properties → Sharing → Share. Ensure your user account has Read permissions. Copy the Network Path shown (e.g.,
\\YourPC\AddinManifests). - 3Open Word → File → Options → Trust Center → Trust Center Settings.
- 4Click Trusted Add-in Catalogs. Paste the network path into the Catalog Url box, click Add catalog, then check Show in Menu → OK.
- 5Restart Word completely.
- 6Go to Insert tab → Get Add-ins → Shared Folder → select MarginPro BETA → click Add. ✅
Opening the Add-In
Click the MarginPro BETA button in the Home tab ribbon. A task pane slides open on the right side of Word. It stays open while you work — you can scroll your document normally.
What you'll see in the pane header
Margin logo — top left, always visible.
Cloud Sync Active ✅ — confirms your notes are syncing to OneDrive. If you see "Enable OneDrive" instead, see Part 8.
Sign Out — top right corner.
Plan badge — shows Free / Pro / Enterprise tier and your note count.
Four tabs — New Note · My Notes · Store · Management (admin only).
Signing In
- 1On first launch, click Sign in with Microsoft.
- 2A Microsoft login dialog opens — use your work or personal Microsoft account.
- 3After sign-in, MarginPro sets up your profile automatically and returns you to the main pane.
Creating a Note
The New Note tab is your main workspace. Everything you create here is saved, searchable, and optionally stamped into your Word document.
Step-by-step
- 1Title field — Type a short descriptive name (e.g., "ADKAR Change Management"). This is the label that appears as a link in your document if you insert the note.
- 2Content editor — Rich text: bold, italic, underline, numbered lists, bullet lists, font color, and text highlight.
- 3(Optional) Attachment — Click the dashed box to attach an image or PDF. Stored securely in the cloud, not embedded in Word directly.
- 4(Optional) Note Type — Choose who can see the note: Personal, Team Read-only, or Team Collaborative.
- 5(Optional) Make Note Global — Toggle this on to make the note visible across all documents, not just this one.
- 6Save it — Choose one of the two save actions below.
| Button | What it does |
|---|---|
| Save Only | Saves the note to your library silently — no change to the Word document. Use this when you want to capture something and decide later. |
| Save & Insert | Saves the note AND places a green, dotted-underlined link at your cursor position in the document. Clicking that link later re-opens the note instantly. |
The Note Library (My Notes Tab)
The My Notes tab shows all your saved notes. It has two sub-tabs:
Document Notes
Notes linked to the document currently open in Word. Switch documents and the list updates automatically.
Global Notes
Notes marked as Global. Available across every document you open — great for standing frameworks or org-wide references.
| Action | Description |
|---|---|
| View | Opens a read-only dialog showing the full note content or template — without inserting anything. |
| Insert | Places a green dotted-underline link at your cursor in the document, tethered to this note. |
| ✏️ Edit | Loads the note back into the New Note tab so you can update it. Save again when done. |
| 📋 Paste | Dumps the full note content (tables, rich text, images) directly into the document at your cursor — no link marker, just the raw content. |
| 🗑️ Delete | Permanently removes the note. A confirmation dialog appears first. |
Search: Use the Search bar at the top of the tab to filter notes by title. Results update as you type.
Using Notes Already in Your Document
This is one of MarginPro's most powerful features. Once a note link is in your document, it stays live — clicking it retrieves the full note instantly.
How it works
- 1When you saved a note with Save & Insert, MarginPro placed a green, dotted-underlined text in your document (e.g., "ADKAR Change Management").
- 2Click or select that text in the Word document.
- 3A MarginPro dialog window opens automatically, showing you the complete note — tables, rich text, images — with no searching needed.
The Template Store
The Store tab gives you access to 15+ professional note templates organized by category. Beta testers get full access to every template at no cost.
📊 Strategic Planning
SWOT Analysis · Current vs. Future State · VRIO Framework · Business Model Canvas
📋 Project Management
Action Items Log · ADKAR Change Management · RAID Log · MoSCoW Matrix
📚 Academic & Research
Cornell Notes · Literature Review Matrix · The Diamond Method™
⚡ Professional Productivity
Blank Note · Weekly Planner · Personal Budget · Recipe Tracker
Using a template
- 1Click the Store tab. Use the Category dropdown to browse by pack.
- 2Click 👁 Preview on any template to see its exact Word-formatted layout in a read-only dialog.
- 3Click Use Template. MarginPro loads it into the New Note tab, pre-fills the title, and switches you there automatically.
- 4Fill in the placeholders (e.g., replace
[Enter your position here]with your actual content). - 5Click Save Only or Save & Insert — just like a regular note.
OneDrive Cloud Sync
Every note is automatically backed up to a folder called MarginPro_Vault in your OneDrive — accessible from any device and discoverable by Microsoft 365 Copilot.
Connecting OneDrive (first time)
If you see "Enable OneDrive" in the pane header instead of "Cloud Sync Active ✅":
- 1Click Enable OneDrive in the pane header.
- 2Follow the Microsoft sign-in prompt (same account you use for Word).
- 3The banner switches to Cloud Sync Active ✅ and all future notes sync automatically.
File Attachments
You can attach an image or PDF to any note. The file is stored securely in Firebase Storage — not embedded in the Word document itself.
- 1On the New Note tab, click the dashed attachment area below the content editor.
- 2Select an image or PDF from your computer.
- 3The file uploads automatically. Image attachments are also embedded directly into your Word document when you insert the note.
Management Tab (Admins Only)
Visible only if your account has the Admin role. From here you control who has access to MarginPro within your organization.
What Admins can do
- View all users in the M365 tenant and their assigned roles (Contributor, Lead, Admin).
- Add individual email addresses to the pilot whitelist.
- Import a CSV file to bulk-enroll team members in seconds.
- Remove users from the whitelist.
Bulk enrolling via CSV
- 1Create a
.csvfile with email addresses (one per row or mixed with other text). - 2Click Import CSV and select the file.
- 3MarginPro extracts every valid email and enrolls them automatically.
Migrate Notes to Production (Beta Only)
Notes created in the Beta add-in are stored in the Beta environment. Use this feature to promote important notes to the Production environment before you transition.
- 1In My Notes, find the Migrate option (visible only in Beta builds).
- 2Check the box next to the notes or documents you want to promote.
- 3Click Migrate to Production and confirm. The notes will be available in the Production add-in.
Troubleshooting
| Problem | Solution |
|---|---|
| Button doesn't appear in ribbon | Mac: Verify the wef folder path and restart Word. Windows: Check the network path in Trust Center and restart Word. |
| Pane is blank / "Waking up Word…" | Wait 10–15 seconds for the Office JS runtime to initialize, then try clicking the ribbon button again. |
| "Access Restricted" screen | Your email hasn't been added to the beta whitelist. Email support@marginproapp.com or contact your admin. |
| Notes not showing in My Notes | Check you're on the right sub-tab: Document Notes vs. Global Notes. Notes are scoped to the document open when they were created. |
| Cloud Sync "Waiting for Login" | Click the Reconnect button that appears in the status bar to re-link your Microsoft account. |
| Template pasted in the wrong spot | Click once in your document to position your cursor first, then click Use Template or Insert. |
| Note seems to disappear after Edit | It was loaded into the New Note tab. Scroll up in the pane to see the title and editor fields, make changes, and save again. |