Overview
The Stiply Word plug-in is a powerful add-on that allows you to prepare and send documents for digital signing directly from Microsoft Word.
1. What is the Word plug-in?
The Word plug-in is an extension that enables you to upload documents to Stiply, insert signature fields, and send signing requests, all without leaving Word.
2. Benefits of using the plug-in
- Efficiency: No need to download or upload documents, work directly within Word.
- Ease of use: Easily insert signature, date, and text fields with one click.
- Consistency: Use templates and reduce errors in frequently used document types.
3. Installation and setup
- Open Microsoft Word and go to "Insert" → "Get Add-ins" or "Office Store".
- Search for “Stiply” and click “Add” to install the plug-in.
- Log in with your Stiply account through the new "Stiply" tab in Word.
4. Preparing and sending a document
- Open or create the Word document you want to send.
- Use the Stiply tab to place signature, text, or date fields.
- Click “Send for Signing,” add recipients, and select an authentication method if needed.
- Confirm and send, the document is processed and sent via Stiply.
5. Common use cases
- Draft contracts and send them for digital signing in one seamless process.
- Automatically send recurring documents like employment agreements.
- Collaborate and incorporate feedback before finalizing signatures.
Important notes
- The plug-in is compatible with most recent versions of Microsoft Word.
- Make sure both the plug-in and Word are up to date for the best experience.