> ## Documentation Index
> Fetch the complete documentation index at: https://help.casaconect.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Casa Conect for Word

> The Casa Conect agent in a panel beside your Word document. Its edits arrive as native Word tracked changes, and your documents stay in step with the vault.

Most legal drafting happens in Microsoft Word, and it should not have to move. **Casa Conect for Word** puts the agent in a task pane next to your document. It is the same agent, with the same conversations, skills, models and access as in the dashboard. It can read and edit the document you have open.

<CardGroup cols={2}>
  <Card title="Edits as Word tracked changes" icon="git-compare">
    The agent's changes are applied to your open document as **native Word revisions**. You review them on Word's own *Review* tab, like any colleague's redline.
  </Card>

  <Card title="One conversation, two places" icon="arrow-left-right">
    A session opened in Word also appears in the dashboard. You can steer it from there. While the document stays open in Word, the agent's edits land in it live.
  </Card>

  <Card title="Linked to the vault" icon="link">
    Save the document to your vault and it autosaves from Word from then on, so the agent and your team always see the latest version. Each save is a new version.
  </Card>

  <Card title="The full agent" icon="bot">
    Modes, skills with `/`, the model picker, attachments, vault search, matters, [Populate](/workflows/populate) and [Anonymize](/workflows/anonymize), in English and Spanish.
  </Card>
</CardGroup>

## Where it runs

| Platform                                                  | Supported                                                        |
| :-------------------------------------------------------- | :--------------------------------------------------------------- |
| Word for **Windows** (Microsoft 365, Word 2019 and later) | Yes                                                              |
| Word for **Mac**                                          | Yes                                                              |
| Word **on the web**                                       | Yes, with the limits below                                       |
| Word for **iPad** and iPhone                              | No. Microsoft's platform does not provide what the add-in needs. |

The add-in asks Word for permission to **read and write the current document**. It has no access to other files on your computer.

### What depends on your version of Word

The add-in checks what your copy of Word can do, and tells you if something is unavailable.

| Capability                                                        | Needs                                                                                                                                                      |
| :---------------------------------------------------------------- | :--------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Opening the panel and chatting with the agent                     | Any supported version                                                                                                                                      |
| Applying edits as tracked changes                                 | Word 2019 or Microsoft 365                                                                                                                                 |
| Every AI suggestion and annotation feature                        | An up-to-date Microsoft 365 subscription                                                                                                                   |
| Sharing the open document with the agent, and saving to the vault | Word on **desktop**. Some versions of Word on the web cannot hand the document to an add-in. The add-in says so, and the agent can still answer questions. |

If your version is behind, a banner explains: *"Your version of Word doesn't support all Casa Conect features… Please update Office to get the full experience."*

## Limits

| Limit                                        | Value                                                                         |
| :------------------------------------------- | :---------------------------------------------------------------------------- |
| Size of the open document                    | 15 MB                                                                         |
| Tracked-change formatting inside table cells | Plain values only                                                             |
| Tracked *moves*                              | Applied as a linked deletion and insertion, not as Word's native move marking |

## Security

* You sign in through your organization's normal [sign-in](/security/authentication), in a secure dialog. The add-in **never sees your sign-in code**. It holds only a short-lived access token in memory, and a single-use session handle that is rotated every time it is used. A reused handle is detected and the session is ended.
* The document is sent to Casa Conect only when you ask the agent to work on it or choose to save it to the vault.
* Everything the agent does in Word follows the same [permission levels](/agent/permission-levels) and [access rules](/security/access-control) as in the dashboard.

## Next steps

<CardGroup cols={2}>
  <Card title="Install the add-in" icon="download" href="/word-add-in/install">
    For yourself, or for the whole organization.
  </Card>

  <Card title="Working in Word" icon="pencil-line" href="/word-add-in/working-in-word">
    Ask, review, save and sync.
  </Card>
</CardGroup>
