How To Use Docusign For Outlook
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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.
How to use docusign for outlook. Old tutorial how to select multiple e mails at one time outlook 2010 2007 2003 duration. Yes you access the docusign envelope usually through an outlook email. Docusign for outlook you can set up signing on a document without even having to leave outlook. Once installed docusign for outlook will appear in the outlook toolbar whenever an attachment is found on an email message. 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.
If it s you that needs to do the signing the docusign app pops up automatically. Complete transactions straight from outlook. Follow these steps to install docusign for outlook. Simply specify the recipients and tag the document using docusign directly from the app which gets added to your outlook toolbar. After you have confirmed the application installation a success screen appears.
Create or log into your docusign account with your existing office 365 credentials. 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. Your accounts are automatically synched using single sign on capabilities powered by azure active directory. In order to use your signature for anything the documents needs to come through docusign. 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.
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