DiliTrust Add-in for Microsoft Word – Installation Guide

This guide explains how to install, configure, and test the DiliTrust Add-in for Microsoft Word through the Microsoft 365 Admin Center. Follow these steps to ensure a smooth deployment across your organization.

⚙️ Prerequisites

Before starting the installation, make sure the following requirements are met:

Licensing Requirements

• Microsoft 365 subscription: Enterprise E3 or E5, or Business Standard or Premium
• Active Office 365 license with:
  • Word desktop application
  • Online Exchange account
• Each user of the add-in must have one of the above licenses.

System Requirements

• Operating System: Windows 10 version ≥ 1903
• Office Version: Microsoft 365 version ≥ 16.0.13530.20424 (January 2021 or later)
• Browser: Microsoft Edge (Chromium-based) with WebView2

How to Verify Your Configuration

• Windows version: Press Windows + R, type winver, then click OK.
• Office version: Open Word → File → Account → About Word.
• Edge version: Open Edge → click the 3 dots → Help and Feedback → About Microsoft Edge.

Install Microsoft Edge WebView2

1. Go to the Microsoft WebView2 download page.
2. Under “Evergreen Standalone Installer,” download the x64 version.
3. Run the installer and restart your computer once completed.

?️ Installation via Microsoft 365 Admin Center

Step 1: Access Integrated Apps

1. Log in to the Microsoft 365 Admin Center.
2. Select Integrated Apps from the left-hand menu.
3. Click Upload Custom Apps.

Step 2: Upload the Manifest File

1. In the Provide link to manifest file section, enter the provided DiliTrust manifest link.
2. Click Validate and wait for the confirmation message.
3. Specify which users or groups can access the add-in.

Step 3: Grant Access Permissions

Finalize the installation by allowing the add-in to access the Word application.

? User Deployment

Step 1: Access the Add-in from Word

1. Open Microsoft Word.
2. Click Insert → Add-ins → My Add-ins.
3. Select Managed by Administrator.
4. Choose the DiliTrust Add-in from the list.

? Testing the Add-in

Step 1: Log in to DiliTrust

1. Make sure you have an active DiliTrust user account.
2. Login to DiliTrust and select Continue with Microsoft.

Step 2: Open a Contract in Word

1. Once logged in, open a contract in DiliTrust.
2. Click the Word icon at the top-right of the contract.
3. For your first connection, open the document in Word Online.

Step 3: Accept Permissions

When prompted, accept the pop-up permissions to allow connection to DiliTrust’s SharePoint and enable Word usage.

Step 4: Verify the Add-in in Word Desktop

1. Open the DiliTrust Add-in in Word.
2. Save your document or add variables/documents as needed.
3. Confirm that changes are properly reflected in DiliTrust.

✅ Summary

You’ve successfully installed and tested the DiliTrust Add-in for Microsoft Word! Your users can now work seamlessly with DiliTrust contracts directly within Word — simplifying collaboration and improving productivity.