How do I add the plugin to Microsoft Word?
Open a new document.
Click on "Insert".
Click on "Download Add-ins".
Click on the store and type "Stiply" in the search field.
Click on "Add".
How does the Stiply Word plug-in work?
When you open or create a Word document, you will see the Stiply Word plug-in on the right side under the "Home" tab. When you click on this, the application will start.
You can log in or create a trial account in the next field. You can link a maximum of two devices that use the Stiply Word plug-in to your user account.
The document name will default to the name of the Word file. You can freely adjust this.
When you click on "Add Signatory", you can add a signatory to the document. You then have to go through 4 steps.
Enter the signatory's email address and you can optionally indicate whether it is a person who should only be included as CC in the signature request.
Select an identification method. You can use all identification methods that are also activated in the standard Stiply account. All choices are: email, SMS, iDIN and Direct Debit Authorization.
After selecting an identification method, you can add fields to the document. These are all the fields you are used to from the Stiply application. You place the field by placing your cursor at the spot in the document where you want to place the field. Then click on the button in the Word plug-in and you will see that a tag is placed.
Check all the details and click on "Yes".
More than 1 signatory? Repeat the above steps.
As a final step, you can assign a signature deadline and send a personal message with the signature request. Everything filled in? Then click on "Send Signature Request". Afterwards, you will be given the choice to go to the web application or to send another signature request.