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Installing the Saga Word add-in takes a couple of minutes. There are two ways to do it — from inside Word or from the Microsoft Marketplace. If your organization deploys it centrally, it may already be installed (see Admin setup).

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Install from Word

Windows (Microsoft 365 / Word 2021 / 2024):
  1. Open Word and click Add-ins in the ribbon, then More Add-ins.
  2. Search for Saga in the Office Add-in Store.
  3. Click Add.
Windows (Word 2019 / 2016):
  1. Go to Insert > Get Add-ins (or Store).
  2. Search for Saga.
  3. Click Add.
Mac:
  1. Go to Insert > Get Add-ins.
  2. Search for Saga.
  3. Click Add.
Word for the Web:
  1. Open a document in Word for the Web (via office.com or OneDrive).
  2. Go to Insert > Add-ins > Get Add-ins.
  3. Search for Saga.
  4. Click Add.
After installation, the Saga add-in appears in the Home or Insert tab in the ribbon.

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Install from the Microsoft Marketplace

You can also install it directly from the Microsoft AppSource Marketplace:
  1. Open the link and click Get it now.
  2. Sign in with your Microsoft account if prompted.
  3. Follow the on-screen instructions to add the add-in to Word.

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Signing in

When you open the add-in for the first time, enter your email and your organization’s Saga URL (e.g., https://your-firm.sagalegal.io). Saga sends you a magic link — click it to confirm, and the add-in connects to your account. You only need to do this once.

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Troubleshooting

If the add-in doesn’t appear in search results or fails to install:
  • Check with your admin — On company-managed devices, your IT department may need to allow third-party Office add-ins or explicitly approve the Saga add-in.
  • Check your Office license — Some Volume License (LTSC) editions have limited access to the Office Add-in Store. Your admin may need to deploy the add-in centrally instead.
  • Check your sign-in — In Word, go to File > Account and make sure you’re signed in with your Microsoft account.
  • Check your Word version — Go to File > Account > About Word and make sure your version is up to date. Outdated builds may have issues loading add-ins.
If the issue persists, contact the Saga support team with a screenshot of your Word version info (File > Account > About Word) and any error messages you encountered.