Features like recipient roles and private messages over complicate the relatively small footprint that the add-in occupies. But for many, those options are critical to the business process.
All the configured elements in the add-in panel are imported to the Send page, in the order they exist, and they are fully editable if you need to make adjustments. Additionally, a banner is added to the email body, indicating that the agreement is available to sign in a separate email.
This is provided in the event that the sender wants to send a follow-up email to the one auto-generated by the Adobe Sign system. When the Fill and Sign option is selected, the attachment on the email if any is automatically attached to the agreement definition being built in the add-in panel on the right side of the window. Adding agreements works just like the web application.
The documents are presented to the signer in the order they are listed in the add-in panel. Once all the files are attached, click the Continue button to launch the Fill and Sign window. For more information on the Fill and Sign properties, check out this guide. When the document is completed, click the Done button in the upper-right corner. The document will process for a moment, and then open a Reply email with the signed copy of the document already attached.
The add-in panel will show a success message that you have signed the document, and present you with three options:. By default, any file that is attached to the email when the Send for Signature icon is clicked, is automatically attached.
Just below the Documents section, the Recipients are listed. Recipients are not imported from the email in Read mode. Click into the white field under the Recipients heading, and start typing either a name or email address. The add-in shows contacts from your account that match the string you have typed in, helping to find the right recipient.
The order that the recipients are entered dictate the signature order of the agreement in a sequential signing process. Note : If you are accustomed to setting recipient roles, be aware that all recipients are considered Signers when configured in the add-in. The top field is the Name of the agreement.
By default, this field adopts the name value of the first file attached to the agreement. It can be manually changed to any value desired. The second field is the Message text. A default value is entered and can be edited freely. Checking this box opens a windowed version of the authoring page, exposing all the standard fields and tools for creating forms.
Once all fields are placed, click the Send button at the bottom-right of the authoring page. Clicking this link opens a windowed version of the Send page in the web application, exposing all the standard options that you would see in the application. Any configuration done in the add-in panel populates to the Send window, and is fully editable.
All fields and options are available just as like the Send page in the web application, and any changes to the recipient or file list are included in the agreement. The Agreement Status option displays the last ten agreements based on last update date that are still open and waiting for some action. This includes drafts that are waiting for authoring, agreements waiting for your signature, and agreements waiting for some other recipient.
Each listed agreement can be expanded to expose the most recent event posted for that agreement, indicating where in the signature process the agreement is. At the bottom of the events list is a Track All Agreements link that opens a windowed instance of the Manage page from the application. From the Manage page, the whole history of the account is available.
At the very bottom of the add-in panel, to the right of Adobe Document Cloud, is a gear icon that opens the add-in settings:.
This link opens a new window to the Adobe Sign Upgrade process where you can purchase access to Adobe Sign on a monthly subscription. This necessitates, that the user use the Sign out function to break the existing trusted relationship, and then establish a new relationship using the new Adobe Sign user account.
To break the relationship, click the gear icon at the bottom-right of the add-in panel. A pop-up menu appears and the Sign Out option is at the top of that menu. This is a link to the Adobe privacy policy. Installing at the tenant level allows the admin to expose the add-in by default, saving the users the installation steps, and ensuring that all users have access without issue.
The below process enables the add-in at the tenant level for the whole user base. Check here if you would like more granular control over the deployment. Legal Notices Online Privacy Policy. Install the Microsoft Outlook add-in Search. All users should be able to do this without elevated system permissions. 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.
This is done by authenticating to both environments, and only needs to be established one time. 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. This add-in is not supported in mobile browsers and mobile apps For the add-in to properly work, cookies must be enabled in the browser.
Use of the Desktop application requires that cookies be enabled in Internet Explorer. Pop-up blockers must be disabled to use the automatic reply aspect of the Fill and Sign feature. Edge browsers. Mac High Sierra OS. If this happens: Open the add-in Settings , and Sign Out Re-authenticate to the service by clicking Get Started If re-authenticating fails to correct the problem, contact customer support.
Enabling the add-in. Installing the application in one environment enables it in both Access to the store is slightly different in each environment, and instructions are provided below for both. Installing the add-in for OWA the web-based client. WhatsApp Messenger. Talking Tom Cat. Clash of Clans. Subway Surfers. TubeMate 3. Google Play. Navient student loan settlement.
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