Microsoft 365 Add-in

By linking your Circularo account with Microsoft 365 you will be able to send documents straight into Circularo. You can simply upload the document to your Circularo account in its original format, or send it for signing, converting it into PDF. This saves you the time in manually uploading documents to Circularo.

Where to get the add-in

To install the add-in in your MS 365, download this manifest file: https://www.circularo.com/static/office-addins/office/manifest.xml. (Right click on the link and select “Download linked file” or “Save link as” to download the file to your computer)

For end-users, either your admin has installed the add-in into your organization’s MS 365, in which case you do not need to download the file, or you will have to install it manually and in that case please do download the file.

The add-in is available for:

Excel

PowerPoint

Word

OneNote

Installing the add-in

As an admin in your organization

1. In the admin center of MS 365, in the left navigation, choose Settings and then Integrated apps.

2. Select Upload custom apps. Custom line of business add-ins for Word, PowerPoint, Excel, and Outlook are supported.

3. Upload the manifest file from your device or add a URL link. Some apps require you to add users before you can select Deploy.

4. Select Add users, choose Is this a test deployment, and choose either Entire organization, Specific users/groups, or Just me. Specific users/groups can be a Microsoft 365 group, a security group, or a distributed group. You can also choose Test deployment if you want to wait to deploy the app to the entire organization.

5. Select Next to view the Accept permission request page. The app capabilities and permissions of the apps are listed. If the app needs consent, select Accept permissions. Only a global administrator can give consent.

6. Select Next to review the deployment and choose Finish deployment. You can view the deployment from the Overview tab by choosing View this deployment.

As an end-user

1. Click on the Add-in button as shown above.

2. In the bottom right corner of the pop-up you will find a More add-ins button.

3. A new pop-up window will open.

4. Head to the section My Add-ins.

If your admin has installed the add-in for your organization, you will see it here. Install it by simply choosing it to upload. The next steps are for users who do not have the add-in accessible here.

5. In the top right corner will be an option Upload my add-in.

6. Once you’ve selected this option, another pop-up will open to upload the add-in file.

7. Click Browse and locate your file with the add-in manifest.

8. After you locate and open the manifest file, click Upload.

9. Circularo add-in should be successfully added to your MS 365.

Login into the add-in

Login via API Key

1. Go to Preferences in your Circularo account.

2. Click on the Manage API Keys tab.

If you cannot find this tab, contact the Admin of your organization.

3. Click on the green Create API Key button in the top right corner.

4. Create a name for the key and select Microsoft Add-in API Key from the dropdown.

5. Copy the new generated key.

6. Go to Microsoft 365

7. In the add-in, click on the “Do you have an access code?” option

8. Insert your copied API key.

9. You are now logged in and can use all the functionalities.

Login via email and password

1. In MS 365 in the Circularo add-in, use your Circularo credentials to login to your account.

2. An API Key will be automatically generated and saved in your Circularo account, in Preferences.

3. If your account is registered on a domain different from one of the Circularo default ones, you will need to manually change the settings of server and tenant in Advanced options.

If your account is registered on a domain different from one of the Circularo default ones, you will need to manually change the settings of server and tenant in Advanced options. For this reason we recommend first generating an API Key, as the server and tenant are automatically recognized that way and you do not have to change any settings at all. If you need any help with these settings, contact our support team.

Add-in functions

Send to Circularo

This option lets you send the file to Circularo and upload it there for further use. You can either send it as a PDF document and it will get converted before it’s uploaded, or you can send it in its original format. If you then need to start a signing process in Circularo with that file, it will automatically get converted into a PDF.

Sign in Circularo

This will initiate a signing process for this document, which will be automatically converted into a PDF file. The rest of the process, such as selecting recipients, placing signature and other fields, and setting protections or deadlines, will be done in Circularo.

History

This tab shows a history of all actions done within the add-in.

Settings

Here you can set your formatting preferences for the document, select whether you wish for the add-in to automatically open links to Circularo, delete the history from the add-in or restore default settings.

You can also Open Advanced Options.

Advanced options

Here you can see:

• Token - the API Key for login

• Server

• Tenant

• Document type

• Definition type

• Workflow type

You can Save these options or any changes that you make, Restore default settings and Close advanced options.

Help

This tab offers you a link to this Help Center or lets you report an issue to our support team.