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Home Tab — Tour

DataPublisher for Word · May 2026

The Home Tab is the first thing you see when you open DataPublisher for Word. It's designed to be immediately useful whether you're a brand new visitor or a returning subscriber.


Before You Sign In

When you first open the add-in, the Home Tab shows two things side by side:

The sign-in form is at the top. You can sign in with an existing account, create a new one (free, no credit card required), or reset a forgotten password — all without leaving Word.

The product overview below it explains what DataPublisher for Word does and how to get started in 3 minutes. This section is always visible — you don't need to be signed in to read it.

Password Reset Flow

If you've forgotten your password:
1. Click Forgot your password?
2. Enter your account email address
3. A 6-digit code is sent to that address (expires in 1 hour)
4. Enter the code and choose a new password
5. Sign in normally


After You Sign In

Once authenticated, the Home Tab becomes your account management hub. Three sections appear:

Your Account

Your email address is displayed with a Sign Out button. This confirms which account you're working in — useful when multiple people share a machine.

Your Data

Two buttons handle account-level data backup:

Export All Data downloads a ZIP file containing every CSV file, Word template, image library, and configuration from your account. Keep this as a backup or use it to migrate to a new account.

Import Backup restores from a previously exported ZIP. This is a complete restore — use it when setting up a new machine or recovering from data loss.

Subscription Status

This section shows your current billing state and — if needed — lets you subscribe or upgrade without leaving Word.

Free Trial: A progress bar shows how many days remain in your 14-day trial. All features are available during the trial.

Active Subscription: Shows your plan name, price, and next billing date. Two action buttons: Manage Subscription (update payment method, change plan) and Cancel Subscription.

Trial Expired: Prompts you to subscribe to restore access.


Subscription Plans

All plans include full access to the app. The differences are in support and consulting:

Individual ($19/mo or $190/yr) — Full app access + email support
Professional ($39/mo or $390/yr) — Full app + priority support + 1-hour onboarding call
Business ($79/mo or $790/yr) — Full app + 1 hour/month of consulting time (unused hours roll over, max 3 hours banked)

Yearly plans save 17% compared to monthly.

Payment is processed securely through PayPal Fastlane. Your payment information never touches DataPublisher's servers.


Where to Go Next

The Home Tab points you toward the fastest path to your first result:

Samples tab — one-click sample projects, no data upload required. Best for first-time users who want to see the app working immediately.

Data tab — upload your own CSV file and Word templates

Actions tab — run a document merge, send email campaigns, collect signatures