How To Use Docusign For Outlook
Simply specify the recipients and tag the document using docusign directly from the app which gets added to your outlook toolbar.
How to use docusign for outlook. Go the exchange admin center organization add in click new button select add from the office store select the docusign for outlook from office store website and follow the instruction that you want to install for the organization. Old tutorial how to select multiple e mails at one time outlook 2010 2007 2003 duration. Once installed docusign for outlook will appear in the outlook toolbar whenever an attachment is found on an email message. Complete transactions straight from outlook. Turner time management 21 880 views.
After you have confirmed the application installation a success screen appears. Follow these steps to install docusign for outlook. Yes you access the docusign envelope usually through an outlook email. In order to use your signature for anything the documents needs to come through docusign. Create or log into your docusign account with your existing office 365 credentials.
But docusign is a not program where you can digitally attach your signature to anything on your computer that s just not how it works. Automatically save copies of completed documents to onedrive for business for easy access. Docusign for outlook you can set up signing on a document without even having to leave outlook. Click add and confirm that you would like to install the application by clicking yes when prompted. With this newest release you can now access the docusign for outlook add in directly from the ribbon allowing you to request signatures or sign and return critical documents in seconds.
Initiate the signing process by specifying the recipients and tagging the document using docusign directly from the app.