Recipients are not imported from the email in Read mode.Ĭlick into the white field under the Recipients heading, and start typing either a name or email address. Just below the Documents section, the Recipients are listed.

Adding additional files is also permitted via the Add Files linkĢ.

Deleting that default file is perfectly fine.

When starting an agreement from an email with an attachment, notice that at top of the panel is the list of Document files currently “attached”.īy default, any file that is attached to the email when the Send for Signature icon is clicked, is automatically attached.

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.ģ65 Admins can centrally install the add-in at the tenant level, and control access at the user level if desired.ġ.

This is done by authenticating to both environments, and only needs to be established one time.

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.

All users should be able to do this without elevated system permissions.

Installing/Enabling the add-in on your Outlook account – The one-time process for enabling the add-in from the 365 store.

This document is broken into three parts: The Adobe Sign for Outlook add-in allows a user to configure a new agreement from within their email client by either composing a new email, starting from a blank slate, or by replying to an existing email, importing the recipient list, and automatically attaching any files from the source email.

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