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Just upload the desired documents and docusign for outlook pre populates signers from your email message.
How to use docusign in outlook. Complete transactions straight from outlook. In partnership with microsoft docusign esignature is everywhere you want it to be within the world of microsoft applications. In the docusign ribbon bar group click more and select manage identity. 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.
Word outlook sharepoint dynamics 365 and flow as well as the docusign app for windows. Microsoft is a long time docusign customer using docusign esignature in more than 300 use cases around the world. Initiate the signing process by specifying the recipients and tagging the document using docusign directly from the app. After you have confirmed the application installation a success screen appears. The docusign manage identity page appears.
Let s explore a few of the docusign for outlook features. Click add and confirm that you would like to install the application by clicking yes when prompted. Click edit to adopt a new signature. Securely and legally sign or obtain signatures without ever leaving your. Then use docusign to drag and drop tags onto the document to gather signatures and other information from your recipients and click send.
Automatically save copies of completed documents to onedrive for business for easy access. You can open sign and send in minutes. Access docusign from the outlook apps toolbar by logging into your existing docusign account or create a new one using your existing office 365 credentials. You can also select privacy settings to adjust the information you share with other docusign users. The outlook app gives you access to docusign right from from the toolbar.
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. 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.
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