Save Word documents to Kodori from the ribbon

Install the Kodori task pane in Word. Save the open document as a new Kodori record, or as a new version of an existing one — from the Home ribbon.

Updated 2026-04-27

The Kodori add-in for Word adds a "Save to Kodori" button to Word's Home ribbon. Click it on any open document and the task pane offers two modes:

- **New document** — the active .docx lands as a brand-new Kodori record via the bulk-ingest API. Pick a display name (defaults to the Word filename) and a sensitivity tier, hit Save. - **New version** — search for an existing Kodori document, pick it, and the open .docx files as the next version of that record. Optional version label ("Final draft", "Sent to counsel", "v3 redline") and a "significant version" checkbox. Same versioning semantics as the desktop /doc/[id] re-upload — duplicate content returns "unchanged"; check-out locks held by another user block the save with an error.

**Where it works.** Word for Windows (desktop), Word for Mac, and Word on the web. Both desktop and web load the same task pane via Office.js.

**Install (sideload, per-user).**

1. Mint a Kodori API key on /api-keys with the `documents:write` scope. Copy the full `k_…` string — the plaintext is shown once. 2. Open Word, click the **Insert** tab → **Get Add-ins** → **My Add-ins** → **Add a custom add-in** → **Add from URL**. 3. Paste `https://kodori.ai/office/word/manifest.xml` (or your self-hosted equivalent) and click Install. 4. Open any Word document. The "Save to Kodori" button is now on the Home ribbon. The first click prompts for the API key in the task pane; paste it and save. Subsequent clicks save directly.

The Outlook and Word add-ins are SEPARATE installs — Microsoft treats their manifest types as different host categories — but they share the same Kodori API key. If you've already installed the Outlook add-in, the same key works for Word; just add the Word manifest URL.

**Centralized deployment for IT admins.** M365 admin centre → Integrated apps → Get apps → Upload custom apps. Same manifest URL. Targets users, groups, or the whole tenant.

**How saving works.**

When you click Save, the task pane reads the active document via Word's getFileAsync — Word streams the .docx as a compressed (OOXML) file in 4MB slices. The task pane reassembles the bytes in the browser and POSTs them to Kodori with the appropriate metadata. Read progress shows as "Reading… (slice 3/12)" so the operator sees what's happening on big documents.

**File-size cap.** 50 MB. Typical 100KB–2MB legal drafts complete in a single round-trip; longer documents (50MB+ pleadings with embedded exhibits) hit the cap and surface a clear error. For huge documents, save through the desktop /upload page (no body cap; presigned PUT direct to R2).

**Save modes — when to use which.**

- *New document* when the work is new. First draft of an NDA, a fresh memo, a never-existed-before report. - *New version* when the work is an iteration on a Kodori document that already exists. Edit the previous .docx in Word, click Save, search for the doc, pick it, save → the version timeline on /doc/[id] shows your edit + the previous version with a diff link.

**What's next.** Word doc compare against an existing Kodori version inside Word (Litera-style redline view in the task pane); Excel + PowerPoint task panes with the same save-back flow. The infrastructure (Office.js + manifest plumbing + the version endpoint) is reusable; Excel and PowerPoint are an iteration on this foundation.