Revision as of 11:18, 16 September 2020

ICI Add-ins

This section describes the process of setting up Icertis Experience for Word and the Outlook plugin.

Setting up Icertis Experience for Word

This section describes the process of setting up Icertis Experience for Word, both on macOS and Microsoft Windows. 

Icertis Experience for Word can be deployed in two ways:

• Centralized deployment: For this method, refer guidelines published by Microsoft : https://docs.microsoft.com/en-us/office/dev/add-ins/publish/centralized-deployment.
• Local deployment

ICI Outlook Add-in

A .JS version of the ICI Outlook Plugin is available in ICI. The overall turnaround time for the author is reduced as he no longer needs to download the documents received over email to the local machine, then switch applications and log in to ICI, search the Agreement and then upload the documents.
The provisioned user can now:

• Upload the next version of the Agreement document received over an Email to the Agreement
• Upload the next version of the Associated document (supporting Attachments) received over an Email to the Agreement
• Create a new Association instance and then upload the Associated Document received over an Email to the Agreement

Related Topics:  Agreement_Management | Icertis Experience for Word | Outlook Add-in | Template Management | Release_Notes |