Valcre Office: How to install the Office Add-in's

Think of the Valcre Office add-in as your personal mission control in Excel and Word. Once installed, you get a shiny new Valcre tab in the Ribbon—your one-click hub for syncing Jobs to Workbooks and Workbook data to the Valuation Report in real time. Plus, you’ll unlock powerful Valcre features right where you work, so building valuation reports feels less like busy work and more like magic.

Prerequisites 

1. Subscription Tier: Professional or Enterprise
2. Office Version: Microsoft Office 2013–365 on Windows 10/11 (Office for Mac is not supported)
3. Admin Rights: Ability to install or modify software on your PC
4. Internet Connection: To download the installer

Step 1:  In Valcre Online, select Downloads. 

Step 2: Under Valcre Office Add-ins, select Download Valcre Add-Ins

Step 3: Complete the installation on your computer

• Right-click and choose Save As.
• After the download has completed, right-click setup.exe from your Downloads folder on your computer and select Run as Administrator.
• Follow the instructions on the screen to install the add-in, selecting Next.

Pro tip: If you see a security warning when you launch the installer (this may vary based on your device and anti-virus software), unblock the file first.
Unblock it, by right-selecting the file downloaded, selecting properties, and then select unblock.  This will allow you to open and install the add-in and proceed with the above steps.

Valcre Support is ready to help with all your Valcre product questions! You can connect to us via phone, email, or chat!