Word Add-in for Askme Sign

Send the document you are working on straight into your signature flow. The add-in converts the open Word document to PDF and creates a draft case in Askme Sign — no saving, exporting or uploading by hand.

You then pick the signers and complete the submission in Sign, where the signature flow continues as usual. The add-in's job ends at the draft.

Requires an Askme Sign subscription

This add-in is a front-end for an existing Askme Sign environment. It is not a standalone product: without an active subscription there is nowhere to send the document.

Requirements

• An active Askme Sign environment and its URL.
• A personal API token (see Configuration).
• Word for Windows or Word for Mac. See Platform availability for Word on the web.

Installation

The add-in is normally deployed by your Microsoft 365 administrator, so the Askme button appears in Word automatically, with nothing for you to install.

Administrators deploy it from the Microsoft 365 admin center → Settings → Integrated apps → Upload custom apps, then assign it to the whole organization or to selected users and groups. Propagation can take up to 24 hours.

If your organization installs it from AppSource instead, the button appears once the install completes.

Configuration

Needed once per user and per device. Open the add-in and the settings screen appears on first run; later you can return to it from the Impostazioni ("Settings") button.

1. Sign URL

The address of your Askme Sign installation.

Include the full path

If your installation is served under a path, enter it in full — for example https://your-company.askme.it/sign, not just the host. Entering only the host makes the workflow type list come up empty.

2. API token

Generate it in Sign from your own profile:

Profilo ("Profile") → Sicurezza ("Security") → generate an API token, then copy it into the add-in.

The token identifies you, so the cases you create are attributed to your user.

Where the token is kept

The token is not stored in your browser. It is sent once to the Askme service, encrypted at rest, and your browser keeps only an opaque reference to it.

This is why, when you reopen the settings, the token field appears empty with a "saved" hint: the value cannot be read back, by design. Leave it blank to keep the current token, or type a new one to replace it. Dimentica il token ("Forget the token") revokes it.

Sending a document

1. Open the document in Word.
2. On the Home tab, click Askme → the task pane opens on Invia in firma ("Send for signature").
3. Fill in the fields:

Field	Required	Notes
Nome della pratica (Case name)	Yes	Pre-filled with the document's file name. Max 100 characters.
Tipologia (Workflow type)	No	Searchable list of the workflow types active in your environment. Defaults to "Nessuna tipologia selezionata" (no type selected).
Note (Notes)	No	Free text carried onto the case.
Allegati (Attachments)	No	Extra files from disk. 15 MB total across all attachments.

4. Click Invia in firma. The document is converted to PDF and uploaded as a draft.
5. On success you get the ID pratica (case ID) and three buttons:
   • Completa su Sign — opens the draft directly in Sign, ready for signer selection;
   • Nuovo invio — start another send from the same document;
   • Impostazioni — back to settings.

What gets signed

The PDF produced from your Word document is the document to be signed.

Attachments are not signed. They are added to the case as supporting documents, for the signers to consult. If a file needs signing, it has to be the main document of its own case.

Your original document is never modified

The add-in produces a PDF copy and leaves the .docx untouched. Nothing is saved over your file and nothing is added to it.

Completing the submission in Sign

The add-in always creates a draft. Nothing is sent to anyone until you complete it in Sign, where you:

1. choose the signers and their order;
2. review the document and the case details;
3. submit, starting the signature flow.

Completa su Sign takes you straight to the right draft. You can also find it in the drafts list in the Sign portal.

Platform availability

Platform	Status
Word for Windows	Fully supported
Word for Mac	Fully supported
Word on the web	Settings work; sending is not available — see below

Word on the web

Sending is unavailable in Word on the web. The Office API that exports the open document (getFileAsync) is not supported there for any file type, so the PDF cannot be produced in the browser.

The add-in detects this: the task pane loads, settings can be saved, but the send button is disabled and shows

"La conversione del documento non è disponibile in Word sul web. Apri il documento in Word per Windows o per Mac e riprova."

("Document conversion is not available in Word on the web. Open the document in Word for Windows or Mac and try again.")

Open the same document in Word for Windows or Mac and the flow works normally.

Troubleshooting

The workflow type list is empty

Almost always the Sign URL. Check that you entered it in full, including any path (https://your-company.askme.it/sign). Then check the API token: an expired or revoked token also yields an empty list.

"Limite allegati superato: massimo 15 MB totali."

The attachments exceed 15 MB in total, not per file. Remove some, or attach them to the case in Sign afterwards, where the limits are different.

"URL non consentito"

The Sign URL points to a host the Askme service does not allow. Check for typos; if your installation is on a domain of your own, contact support so it can be authorized.

The token field is empty when I reopen the settings

Expected. The token cannot be read back — see Where the token is kept. Your configuration is intact; leave the field blank.

The Askme button is missing from the Home tab

If it was deployed by your administrator, propagation can take up to 24 hours. If it still does not appear, ask your administrator to confirm the add-in is assigned to your account.

Sending fails with an error from Sign

The message shown comes from Sign itself and usually says what is wrong (permissions, a workflow type no longer active, a case name that is too long). If it is not clear, note the message and contact support.

Data handling

Data	Where it goes
The open document, converted to PDF	Uploaded to your Askme Sign environment, only when you confirm the send
Attachments	Same, as supporting documents of the case
Sign URL	Your browser, per user and device
API token	Askme service, encrypted at rest; never kept in the browser

The add-in performs no AI processing and sends nothing to any analysis service. All traffic is over HTTPS. Your documents go only to your own Sign environment.

Getting help

Write to [email protected], including:

• the version of Word and the platform (Windows, Mac, web);
• the exact message shown, if any;
• the case ID, if the draft was created.