Get the free DocuSign for Outlook (Windows) v2.0

Quick Start Guide DocuSign for SharePoint 2013 v2.4 Published November 2016 Overview DocuSign for SharePoint 2013 allows users to sign or get signatures from any SharePoint 2013 document library.

How to fill out docusign for outlook windows

How to fill out docusign for outlook windows

1. Open Microsoft Outlook on your Windows computer.
2. Click on the 'New Email' button to compose a new email.
3. In the new email window, click on the 'Sign with DocuSign' button in the toolbar.
4. If you don't see the 'Sign with DocuSign' button, you may need to install the DocuSign add-in for Outlook. You can find it in the Microsoft AppSource marketplace.
5. Once you click on the 'Sign with DocuSign' button, a DocuSign pane will appear on the right side of the email window.
6. In the DocuSign pane, click on the 'Sign' button and choose the document that you want to sign.
7. You can add your signature by typing it, drawing it with your mouse, or uploading an image of your signature.
8. After adding your signature, you can also add additional fields like checkboxes, text boxes, or initials on the document.
9. Once you have filled out the document, click on the 'Finish' button in the DocuSign pane.
10. You can then review the document and make any necessary changes before sending it.
11. When you're ready to send the document, click on the 'Send' button in the DocuSign pane.
12. You can enter the recipient's email address and customize the email message before sending.
13. Once sent, the recipient will receive an email notification to sign the document.
14. The recipient can sign the document electronically using DocuSign and send it back to you.
15. You will receive an email notification once the document has been signed and returned.
16. You can then view the signed document in the DocuSign pane or download it for your records.

Who needs docusign for outlook windows?

1. Anyone who regularly deals with signing and sending documents through email can benefit from using DocuSign for Outlook Windows.
2. Professionals in industries such as finance, real estate, legal, healthcare, and sales often need to sign and send important documents to clients, partners, or colleagues.
3. Using DocuSign for Outlook Windows makes the process more efficient and secure, eliminating the need for printing, scanning, and physically mailing documents.
4. It allows individuals and businesses to digitally sign documents, track the status of signatures, and securely store signed documents.
5. DocuSign for Outlook Windows also ensures that documents are legally binding and compliant with industry regulations.

For pdfFiller’s FAQs

How can I send docusign for outlook windows for eSignature?

Once you are ready to share your docusign for outlook windows, you can easily send it to others and get the eSigned document back just as quickly. Share your PDF by email, fax, text message, or USPS mail, or notarize it online. You can do all of this without ever leaving your account.

Can I create an electronic signature for signing my docusign for outlook windows in Gmail?

You may quickly make your eSignature using pdfFiller and then eSign your docusign for outlook windows right from your mailbox using pdfFiller's Gmail add-on. Please keep in mind that in order to preserve your signatures and signed papers, you must first create an account.

How can I edit docusign for outlook windows on a smartphone?

The best way to make changes to documents on a mobile device is to use pdfFiller's apps for iOS and Android. You may get them from the Apple Store and Google Play. Learn more about the apps here. To start editing docusign for outlook windows, you need to install and log in to the app.