Share & upgrade
Share reports and keep the companion paired with the right hosted release.
Share a report
Save the Office file after inserting or updating. Recipients can read its saved content. To refresh it, they need Intito Agentic Disclosure Management (ADM), an appropriate connection, source access and access to the definitions used by the report.
Check the visible filters and data before sharing. A recipient’s permissions and selections can produce different results on Update.
Upgrade when your organization approves
- Save and close Office
Close both PowerPoint and Word before upgrading.
- Install the approved release
Use the installer assigned to your organization.
- Reopen and reconnect
Open ADM and complete any connection or pairing prompts.
- Check a representative report
Confirm one table, one cell and one chart update correctly, then save.
Check the version and update
Open Quick actions → Settings. The version line identifies the loaded taskpane release and build. It does not identify the installed Companion. Include both versions when support asks for them.
Follow your organization’s update instructions. Some updates require reloading the taskpane; others also require installing an updated companion. Your administrator will provide the appropriate installer and tell you when to upgrade.
Administrator deployment check
Publish matching hosted files and restart the website application when its routes change. Verify the taskpane and manifest URLs before rolling out the installer or retiring old files. Centrally managed add-in assignments must use the intended manifest.