How To Use Docusign With Word
In word go to insert add in which will take you to the microsoft office store.
How to use docusign with word. How to use docusign for word. By signing up to docusign you ll be able to create a free electronic signature in word. Drag and drop docusign fields to indicate where you need a signature initial or date. You can do that using your office 365 credentials your microsoft credentials or your existing docusign account credentials if you have an account. Easily access docusign from the word ribbon login with an existing docusign account office 365 credentials or a microsoft account sign or get signatures on any document created or edited in microsoft word quickly go from document editing to signature and increase speed to results reduce costs and create better customer experiences.
With docusign for word you can send documents for signature directly from the word ribbon. Once the document is complete it s stored securely for easy retrieval. You can also add standard or custom fields for signers to fill in. Word outlook sharepoint dynamics 365 and flow as well as the docusign app for windows. Once you have finished editing the word document you wish to send for signing.
The options for signing requesting signatures and changing your settings appear on the left under the ribbon. Incorporate docusign s electronic signature solution into microsoft word with a simple add in which adds the ability to electronically sign any microsoft document without leaving the program. Follow these very simple steps to use docusign for word to send a document for signing. Click the draw tab then write your signature as you normally would on a physical document then click adopt and sign. Install the docusign add in.
In partnership with microsoft docusign esignature is everywhere you want it to be within the world of microsoft applications. If you re new to docusign sign up for a free trial. Your custom signature will then be inserted into the document. Click the docusign tab in the word ribbon. Edit and save your word document.
Use docusign esignature to easily upload and send documents for electronic signature from anywhere and on any device. Docusign emails a link to each recipient which they can use to access the document. If you don t take a few minutes to create one. With this integration you will be able to enhance productivity and keep your business moving forward. This includes docusign click docusign simplified sending and any third party integration that relies on esignature.