Agrello for Word Add-in - Getting Started Guide

Welcome to the Agrello for Word Add-in! This guide will help you install, configure, and use the add-in to send documents for electronic signature directly from Microsoft Word.

Installation

System Requirements

• Microsoft Word: 2016 or later (including Microsoft 365)
• Operating System: Windows or macOS
• Agrello Account: Required for full functionality (free registration available)

Installing the Add-in

1. From AppSource:
   • Open Microsoft Word
   • Go to Insert > Get Add-ins (or Add-ins depending on your Word version)
   • Search for "Agrello" in the Office Store
   • Click Add to install the Agrello for Word Add-in
2. After Installation:
   • The Agrello button will appear in the Home tab ribbon
   • Click the Agrello button to open the add-in task pane

Initial Setup

Step 1: Get Your Agrello API Credentials

Before you can use the add-in, you need API credentials from your Agrello workspace:

1. Log in to your Agrello account at https://docs.agrello.io
2. Navigate to Workspace > API credentials
3. Generate or copy your Client ID and Client Secret
4. Keep these credentials safe - you'll need them in the next step

Don't have an Agrello account?

• Register for free at https://docs.agrello.io

Step 2: Configure the Add-in

1. Open the Agrello add-in in Word (click the Agrello button in the Home tab)
2. Click the Settings tab in the add-in task pane
3. Enter your Client ID and Client Secret from Step 1
4. Click Sign In

Once signed in, you'll see your workspace name displayed in the Settings tab.

Sending Documents for Signing

Step 1: Prepare Your Document

1. Create or open the Word document you want to send for signing
2. Make sure your document is complete and ready for signatures

Step 2: Open the Agrello Add-in

1. Click the Agrello button in the Home tab ribbon
2. The add-in task pane will open on the right side

Step 3: Configure Document Settings

In the Main tab of the add-in:

1. Document Name:
   • The name is automatically filled with your Word document's name
   • You can edit this name if needed
2. Choose Folder:
   • Select the Agrello folder where you want to store the document
   • Click the Refresh button to update the folder list
3. Add Signers:
   • Click Add Signer to add each person who needs to sign
   • Enter their name and email address
   • Add as many signers as needed
   • Drag to reorder signers if signing order matters
   • Remove signers by clicking the X button next to their name
4. Output Format:
   • ASiC: EU-compliant format with advanced security features
   • eDoc: Regional standard format
   • PDF: Standard PDF format for wider compatibility
5. Send Options:
   • Send for signing immediately: Document will be sent to signers right away
   • Save as draft: Document will be saved in Agrello for review before sending

Step 4: Send Your Document

1. Review all settings to ensure they're correct
2. Click Send Document (or Prepare Document if saving as draft)
3. Wait for the confirmation message
4. Your document is now in Agrello and ready for signing!

Step 5: Track Progress

• Log in to your Agrello account to monitor signing progress
• You'll receive email notifications when signers complete their actions

Troubleshooting

Cannot Sign In

Problem: Error message when trying to sign in with credentials

Solutions:

• Verify your Client ID and Client Secret are correct (copy-paste to avoid typos)
• Ensure you have an active internet connection
• Check that your Agrello account is active and not expired
• Try regenerating your API credentials in the Agrello workspace settings

Cannot Load Folders

Problem: Folder list is empty or won't load

Solutions:

• Click the Refresh button next to the folder dropdown
• Sign out and sign in again
• Verify you have at least one folder in your Agrello workspace
• Check your internet connection

Document Upload Fails

Problem: Error when trying to send document for signing

Solutions:

• Ensure your document is saved (not unsaved changes)
• Check that you have sufficient permissions in the selected Agrello folder
• Verify all required fields are filled (document name, folder, at least one signer)
• Try with a smaller document to rule out file size issues
• Save your document locally and try again

Add-in Doesn't Load

Problem: Agrello button appears but nothing happens when clicked

Solutions:

• Close and reopen Word
• Check your internet connection
• Clear your Office cache:
  • Windows: Delete contents of %LOCALAPPDATA%\Microsoft\Office\16.0\Wef\
  • Mac: Delete contents of ~/Library/Containers/com.microsoft.Word/Data/Documents/wef/
• Reinstall the add-in from AppSource

Credentials Not Saved

Problem: Need to re-enter credentials every time

Solutions:

• Ensure your Office settings allow roaming settings
• Sign in again and wait for the confirmation message
• Check that you're signed in to your Microsoft account in Word

Frequently Asked Questions

Do I need an Agrello account to use this add-in?

Yes, you need an active Agrello account to send documents for signing. You can register for free at https://docs.agrello.io.

What document formats are supported?

The add-in works with all standard Word documents (.docx files). The document is sent to Agrello as a Word file and converted to your chosen output format (ASiC, eDoc, or PDF) after signing.

How many signers can I add?

You can add as many signers as your Agrello subscription allows. There is no technical limit in the add-in itself.

Is my document data secure?

Yes, all communication is encrypted using HTTPS and OAuth 2.0. Agrello is compliant with GDPR and eIDAS regulations. Your documents are securely stored in your Agrello workspace.

Can I use this add-in offline?

No, an internet connection is required to authenticate and upload documents to Agrello.

Which Office versions are supported?

The add-in supports:

• Word on Windows (Microsoft 365, Word 2016 or later)
• Word on Mac (Microsoft 365, Word 2016 or later)
• Word on the web (browser-based)
• Word on iPad

Does this add-in work with Word Online?

Yes, the add-in is compatible with Word Online (Word for the web) in supported browsers (Edge, Chrome, Safari).

Can I edit my document after sending it for signing?

No, once sent to Agrello, the document is locked for signing. If you need to make changes, you should save it as a draft first, then make edits in your Agrello workspace before sending.

Where can I find my API credentials?

Log in to your Agrello workspace at https://docs.agrello.io, then navigate to Workspace > API credentials to find or generate your Client ID and Client Secret.

How do I update my credentials?

1. Open the add-in and go to the Settings tab
2. Enter your new Client ID and Client Secret
3. Click Sign In to save the new credentials

Can I set default preferences?

Yes, in the Settings tab under Advanced Options, you can set:

• Default output format (ASiC, eDoc, or PDF)
• Default send status (immediate or draft)

What should I do if I see an error message?

1. Note the exact error message
2. Check the Troubleshooting section above
3. Try the Show debug info button in Settings to view detailed logs
4. Contact support with the error details if the issue persists

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