The authoring page does not open until the Continue button is clicked.ĥ. Checking this box opens a windowed version of the authoring page, exposing all the standard fields and tools for creating forms. Just under the Message field is the optional Preview & Send checkbox. A default value is entered and can be edited freely.Ĥ. It can be manually changed to any value desired. By default, this field adopts the name value of the first file attached to the agreement.

The top field is the Name of the agreement. Under the Recipients list is the Message section, consisting of two fields.

If other roles are required, click the More Options link under the Send / Continue button.ģ. Note: If you are accustomed to setting recipient roles, be aware that all recipients are considered Signers when configured in the add-in. The order that the recipients are entered dictate the signature order of the agreement (in a sequential signing process). The add-in shows contacts from your 365 account that match the string you have typed in, helping to find the right recipient. Recipients are not imported from the email in Read mode.Ĭlick into the white field under the Recipients heading, and start typing either a name or email address. Just below the Documents section, the Recipients are listed.

Adding additional files is also permitted via the Add Files linkĢ.

Deleting that default file is perfectly fine.

When starting an agreement from an email with an attachment, notice that at top of the panel is the list of Document files currently “attached”.īy default, any file that is attached to the email when the Send for Signature icon is clicked, is automatically attached.

Using the add-in – This section explores the features of the add-in and how you can use it to leverage Adobe Sign directly from your email client.ģ65 Admins can centrally install the add-in at the tenant level, and control access at the user level if desired.ġ.

This is done by authenticating to both environments, and only needs to be established one time.

Establishing the authenticated connection between Outlook and Adobe Sign – Once the add-in is enabled, a trust relationship between Microsoft and Adobe Sign has to be created.

All users should be able to do this without elevated system permissions.

Installing/Enabling the add-in on your Outlook account – The one-time process for enabling the add-in from the 365 store.

This document is broken into three parts: The Adobe Sign for Outlook add-in allows a user to configure a new agreement from within their email client by either composing a new email, starting from a blank slate, or by replying to an existing email, importing the recipient list, and automatically attaching any files from the source email.

Current outlook version