How To Use Docusign In Outlook
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The docusign manage identity page appears.
How to use docusign in outlook. Let s explore a few of the docusign for outlook features. Microsoft is a long time docusign customer using docusign esignature in more than 300 use cases around the world. Easily access docusign from the outlook ribbon sign email attachments using docusign directly from your outlook inbox return signed attachments to the original sender with just a few clicks login with an existing docusign account office 365 credentials or a microsoft account. Click edit to adopt a new signature. Yes you access the docusign envelope usually through an outlook email.
Your accounts are automatically synched using single sign on capabilities powered by azure active directory. You can also select privacy settings to adjust the information you share with other docusign users. Just upload the desired documents and docusign for outlook pre populates signers from your email message. Securely and legally sign or obtain signatures without ever leaving your. The outlook app gives you access to docusign right from from the toolbar.
Follow these steps to install docusign for outlook. 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. Word outlook sharepoint dynamics 365 and flow as well as the docusign app for windows. In partnership with microsoft docusign esignature is everywhere you want it to be within the world of microsoft applications. Then use docusign to drag and drop tags onto the document to gather signatures and other information from your recipients and click send.
Click add and confirm that you would like to install the application by clicking yes when prompted. You can open sign and send in minutes. After you have confirmed the application installation a success screen appears. Create or log into your docusign account with your existing office 365 credentials. Automatically save copies of completed documents to onedrive for business for easy access.
In order to use your signature for anything the documents needs to come through docusign. Complete transactions straight from outlook.
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