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Quick Start Guide DocuSign for Outlook Published January 2017 Overview DocuSign for Outlook allows users to sign and return or get signatures on email attachments directly from Outlook. Users signing
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How to fill out docusign for outlook
How to fill out docusign for outlook
01
First, open Microsoft Outlook and navigate to the email you want to send for signature.
02
Click on the 'Add-Ins' tab at the top of the Outlook window.
03
Find the DocuSign add-in and click on it to open it.
04
A side panel will appear with options for sending the email for signature.
05
Fill out the required information in the DocuSign panel, such as the recipient's email address and the document to be signed.
06
You can also customize the signature process by choosing options like signing order and authentication method.
07
Once you have filled out all the necessary information, click the 'Send' button to send the email for signature via DocuSign.
08
The recipient will receive an email with a link to view and sign the document electronically.
09
After the recipient signs the document, you will receive a notification and the signed document will be automatically saved within your Outlook account.
Who needs docusign for outlook?
01
Professionals and businesses that frequently require signed documents can benefit from using DocuSign for Outlook.
02
Real estate agents, lawyers, salespeople, and managers often need to send important documents for signature.
03
By using DocuSign for Outlook, they can simplify the process, eliminate paper waste, and ensure the security of their documents.
04
Small businesses and startups can also benefit from using DocuSign for Outlook to streamline their document signing processes and improve efficiency.
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