Get started
1
Install the Word add-in
Download and install Vera Engage from the Microsoft Marketplace. Once installed, open Microsoft Word and locate the Vera Engage add-in in the ribbon on the Home or Insert tab.
The listing is titled Vera Engage, published by Icertis Inc. A store search may also return an older Dioptra by Icertis listing from before the rebrand; the Vera Engage listing is the current one. Depending on the build your organization has, the ribbon button and task pane may still read Dioptra - that is the same add-in, not the wrong one.
2
Validate your account
Unless your organization uses SSO, you will receive an onboarding email from PropelAuth referencing Vera Engage. Confirm your email address and set a password to activate your account.
3
Log into the web app
Navigate to the Vera Engage web app and sign in with the email and password you set during account validation.
4
Log into the Word add-in
In the Word add-in, select Icertis > US (or EU) > Production. Vera Engage will open in your browser to authenticate you. If you are not already logged into the web app, you will be prompted to sign in.
5
Run the Tutorial
Type
Tutorial in the chat for an interactive walkthrough delivered conversationally by the agent. It adapts to your questions and your pace, no document or prior experience needed.6
Try one real task
Pick a contract you are actively working on. Ask for the top risks from your perspective, or attach your standard form and run a gap analysis. Reading about it is slower than doing it once.
Support
- Documentation - documentation.dioptra.ai
- Solutions Database - Solutions Database
- Support - support@dioptra.ai, or the Help item in the add-in hamburger menu, which opens a pre-addressed email
- Your Vera Engage advisor - we are always happy to help, just shoot us an email with your question.