Installation via the built-in Microsoft AppSource
It is also possible to install eformity directly from the desired application using the built-in Microsoft AppSource. This article provides the steps to install eformity within Microsoft Word.
Step 1: Navigate to 'Add-ins'
To install eformity within Microsoft Word, first open Word. Then, on the 'Start' tab, choose 'Add-ins' in the ribbon. This section is circled in the image below.

Step 2: Add eformity
After clicking on 'Add-ins,' you can add a new app. To add eformity, search for 'eformity' in the search bar. Type 'eformity' and then click the 'Add' button to add eformity.

Step 3: Log in to eformity
After adding the add-in, a new window will appear. In this window, you can log in with either your Microsoft account or an eformity account. Choose the option that applies to you. Below is more information about the options:
- Log in with a Microsoft account if you are using the Template Manager with a work account. If your organization has configured SSO, you can also use it to log in.
- Log in with an eformity account if you already have an account with eformity. Note that if you choose this option, SSO will not be configured for your organization.
