Automatically include a signed doc in a reply email When you’re logged in to DocuSign using your Office 365 login, you’ll notice that as you start typing a name, the contact will auto-populate from Azure Active Directory. When adding recipients, DocuSign now automatically pulls in information for contacts within your organization. Pull recipients from within your own company (Azure AD) If you choose to send templates, you now have the ability to send out multiple templates at once. When you open DocuSign while composing a new message or reply, you can either upload files for signature, or select from existing DocuSign templates that have all the fields pre-loaded. Select more than one template when composing an email Simply drag and drop the recipients in the desired order right within the app. When you receive or send a document and need signatures from multiple signers, it’s now easier to indicate the order of signers. After adding DocuSign for Outlook, you’ll access DocuSign in two ways: 1) Compose an email, then find DocuSign under “Apps” or 2) View an email that contains an attachment you’d like to sign, then click the DocuSign button that appears automatically. Once you’ve logged in, you won’t have to re-enter that information. In DocuSign for Microsoft Office 365, you can either log in with your existing Office 365 or DocuSign login. After you install the app, you’ll be able to add 5 free signature requests with a Microsoft account and 10 free signature requests with an Office 365 account. This allows you to add eSignature fields to emails you send and to sign documents yourself, all without leaving Outlook.
Read more about how to use DocuSign eSignature in Outlook and Word: DocuSign eSignature for Microsoft OutlookĭocuSign can be added directly to Microsoft Outlook with the DocuSign for Outlook app. You can also add fields for electronic signatures or electronically sign documents yourself without needing to download the document or transfer it to another application. Integrating eSignature into applications like Outlook and Word saves users a ton of time by eliminating the need to print, scan and fax documents to get signatures. DocuSign eSignature integrates with the most commonly used business applications like Microsoft Office 365 to make it easy to sign and collect signatures right from the apps you use most.
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