How To Use Docusign For Outlook
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How to use docusign for outlook. Once installed docusign for outlook will appear in the outlook toolbar whenever an attachment is found on an email message. Old tutorial how to select multiple e mails at one time outlook 2010 2007 2003 duration. 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. 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.
Create or log into your docusign account with your existing office 365 credentials. If it s you that needs to do the signing the docusign app pops up automatically. 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. Automatically save copies of completed documents to onedrive for business for easy access. In order to use your signature for anything the documents needs to come through docusign.
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. 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. Initiate the signing process by specifying the recipients and tagging the document using docusign directly from the app. Click add and confirm that you would like to install the application by clicking yes when prompted. Docusign for outlook you can set up signing on a document without even having to leave outlook.
Yes you access the docusign envelope usually through an outlook email.
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