Welcome to the DocuSign eSignature for Microsoft Word self-paced course. Action. DocuSign - Connectors | Microsoft Learn Skip to main content Learn Documentation Training Certifications Q&A Code Samples Shows Events Search Sign in Microsoft Power Platform and Azure Logic Apps connectors documentation Connectors overview Data protection in connectors Custom connector overview Create a custom connector Use a custom connector Quickly sign or send email attachments for signature, or use a template. On the Set up single sign-on with SAML page, in the SAML Signing Certificate section, find Certificate (Base64). In the Identity Provider Issuer box, paste the Azure AD Identifier value, which you copied from the Azure portal. In the navigation pane on the left, select the, In the left pane of the Azure portal, select, If you are expecting a role to be assigned to the users, you can select it from the. More info about Internet Explorer and Microsoft Edge, Learn how to enforce session control with Microsoft Defender for Cloud Apps. h. Choose the field you want to map to the Azure AD claim. With integrations across Microsoft 365 and Dynamics 365, DocuSign eSignature is everywhere you want it to be within the world of Microsoft applications. Action. That's the default claim name from Azure AD for the email claim. DocuSign helps organizations connect and automate how they agree. DocuSign CLM uses the latest add-in frameworks from Microsoft to deliver a completely integrated experience. b. Learn how to enforce session control with Microsoft Defender for Cloud Apps. j. If you want to set up DocuSign manually, open a new web browser window and sign in to your DocuSign company site as an administrator. DocuSign offers one of the most seamless and robust integrations available for Office 365, saving users a ton of time by eliminating the need to print, scan and fax documents to get signatures. Once enabled, the Connect Settings page can be accessed from the DocuSign Admin web application. If you don't have a subscription, you can get a. In this section, you test your Azure AD single sign-on configuration with following options. On the Set up single sign-on with SAML page, select the pencil icon for Basic SAML Configuration to edit the settings. The browser extension automatically configures the application and automates steps 3 through 5. In this tutorial, you'll configure and test Azure AD SSO in a test environment to verify that: DocuSign supports service provider SP initiated SSO. In the Identity Providers section, select ADD IDENTITY PROVIDER. Use DocuSign Agreement Cloud for Salesforce to send, sign, and manage important sales documents without ever leaving Salesforce. If a user doesn't already exist in DocuSign, a new one is created after authentication. There is no action item for you in this section. f. For Send logout request by, select GET. When you click the DocuSign tile in the My Apps, you should be automatically signed in to the DocuSign for which you set up the SSO. In this course you will learn about the DocuSign . Microsoft Excel This is needed to claim domain on DocuSign. In the Reply URL textbox, type a URL using one of the following patterns: c. In the Sign on URL textbox, type a URL using the following pattern: https://.docusign.com/organizations//saml2/login/sp/. Get the custom fields set at the account level. For more information about the My Apps, see Introduction to the My Apps. c. In the Identity Provider Login URL box, paste the Login URL value, which you copied from Azure portal. When you integrate DocuSign with Azure AD, you can: To get started, you need the following items: This integration is also available to use from Azure AD US Government Cloud environment. Select Apps in the main window. You can learn more about O365 wizards here. In the Claim a Domain dialog box, in the Domain Name box, type your company domain, and then select CLAIM. 15 seconds. In this wizard, you can add an application to your tenant, add users/groups to the app, assign roles, as well as walk through the SSO configuration as well. Microsoft Excel. See documentation Premium When the status of a DocuSign envelope changes, create a SharePoint file Microsoft Power Automate Community Automated 2381 When a file is created in SharePoint send an envelope using a template Microsoft Automated 1811 If theres a match, youll save time by leveraging the documents existing workflow, with pre-populated tags and signing roles. Upgrade to Microsoft Edge to take advantage of the latest features, security updates, and technical support. DocuSign eSignature integrates with the most commonly used business applications like Microsoft Office 365to make it easy to sign and get signatures right from the apps you use most. Scheduled. Templates are one of the most useful DocuSign features, making it possible to send out your most frequently used documents with pre-loaded fields. You're directed to the DocuSign application. Adds a new row to the end of a specific table. If you need to create a user manually, contact the DocuSign support team. Scheduled. Choose the DocuSign tile. On the Identity Provider Settings page, follow these steps: a. Microsoft Excel. In this example, the emailaddress claim is mapped with the value of http://schemas.xmlsoap.org/ws/2005/05/identity/claims/emailaddress. DocuSign Integrations includes 350+ cloud-based integrations with your favorite CRM and business productivity solutions: Salesforce, Google, Microsoft & more! With DocuSign Agreement Cloud for Microsoft, your team can prepare, sign, act on and manage agreements within Microsoft apps, boosting productivity and accelerating the completion of agreements. In the Identifier (Entity ID) textbox, type a URL using the following pattern: https://.docusign.com/organizations//saml2. DocuSign for Microsoft. Trigger. DocuSign automatically generates an integration key for your app. In the Domains section, select Get Validation Token of new domain added in the claim list. View existing agreements, and launch new agreements, directly from the Stripe dashboard. DocuSign for Word Article 05/25/2022 5 minutes to read 1 contributor Feedback Choose the category of information you want to see for this app: General Data Handling Security Compliance Privacy Identity Last updated by the developer on: May 24, 2022 View in AppSource General information Information provided by DocuSign, Inc. to Microsoft: Questions Replace them with the values in the actual Identifier, Reply URL and Sign on URL. For SSO to work, you must establish a link relationship between an Azure AD user and the corresponding user in DocuSign. Use Azure AD to control who has access to DocuSign. Now Stripe users have easy access to the agreement information they need to set up recurring payments, check agreement status and complete transactions faster. You can work with any Microsoft Word document, whether it is stored in DocuSign CLM or not. From there, provide the admin credentials to sign in to DocuSign. Delight your customers Keep business fully digital. DocuSign Agreement Cloud is a Microsoft Preferred Solution on Microsoft AppSource, representing a commitment to quality, performance and the ability to meet the needs of mutual customers. Sign or request signatures from almost anywhere on practically any device. After you add the extension to the browser, select Setup DocuSign. Route contracts to the people you choose, allowing decision makers to review and approve contracts within minutes. Learn how to install DocuSign eSignature for Microsoft Word. k. In the View SAML 2.0 Endpoints section of the DocuSign admin portal, follow these steps: Copy the Service Provider Issuer URL, and then paste it into the Identifier box in Basic SAML Configuration section in the Azure portal. More info about Internet Explorer and Microsoft Edge, https://www.docusign.com/company/privacy-policy, https://support.docusign.com/en/articles/Free-account-vs-Developer-account, https://support.docusign.com/en/articles/How-Do-I-Open-a-Case-in-the-DocuSign-Support-Center, DEPRECATED: Send envelope using template (V1), DEPRECATED: When an envelope status changes (Connect), When an envelope status changes (Connect) (V2), Streamline document signing and on-boarding processes, data.envelopeSummary.recipients.signers.tabs, data.envelopeSummary.recipients.signers.email, data.envelopeSummary.recipients.signers.recipientId, data.envelopeSummary.recipients.signers.routingOrder, data.envelopeSummary.recipients.signers.sentDateTime, data.envelopeSummary.recipients.signers.status, data.envelopeSummary.recipients.signers.recipientType, data.envelopeSummary.recipients.signers.verificationType, data.envelopeSummary.recipients.signers.name, DocuSignEnvelopeInformation.EnvelopeStatus.Created, DocuSignEnvelopeInformation.EnvelopeStatus.Email, DocuSignEnvelopeInformation.EnvelopeStatus.EnvelopeID, DocuSignEnvelopeInformation.EnvelopeStatus.SenderIPAddress, DocuSignEnvelopeInformation.EnvelopeStatus.Sent, DocuSignEnvelopeInformation.EnvelopeStatus.Status, DocuSignEnvelopeInformation.EnvelopeStatus.Subject, DocuSignEnvelopeInformation.EnvelopeStatus.UserName, DocuSignEnvelopeInformation.EnvelopeStatus.RecipientStatuses.RecipientStatus, DocuSignEnvelopeInformation.EnvelopeStatus.RecipientStatuses.RecipientStatus.tabs, DocuSignEnvelopeInformation.EnvelopeStatus.RecipientStatuses.RecipientStatus.DeclineReason, DocuSignEnvelopeInformation.EnvelopeStatus.RecipientStatuses.RecipientStatus.Email, DocuSignEnvelopeInformation.EnvelopeStatus.RecipientStatuses.RecipientStatus.RecipientId, DocuSignEnvelopeInformation.EnvelopeStatus.RecipientStatuses.RecipientStatus.RoutingOrder, DocuSignEnvelopeInformation.EnvelopeStatus.RecipientStatuses.RecipientStatus.Sent, DocuSignEnvelopeInformation.EnvelopeStatus.RecipientStatuses.RecipientStatus.Status, DocuSignEnvelopeInformation.EnvelopeStatus.RecipientStatuses.RecipientStatus.Type, DocuSignEnvelopeInformation.EnvelopeStatus.RecipientStatuses.RecipientStatus.UserName, DocuSignEnvelopeInformation.TimeZoneOffset. Next, select DocuSign eSignature in your Apps list. Use the DocuSign eSignature app for iOS or other leading iOS apps that embed DocuSign in their workflows. Enter the instance Base URL: Select an Icon for the integration from the Icon Library, or leave this as the default icon. Key-value pairs representing the custom fields for this envelope (where key is the field name, and value is the field value). 15 seconds. For SMS notifications, the phone number without the country code. DocuSign offers one of the most seamless and robust integrations available for Office 365, saving users a ton of time by eliminating the need to print, scan and fax documents to get signatures. Our flagship product, eSignature, is the world's #1 way to sign electronically on practically any device, from virtually . Let us know in the comments! Its easier than ever to use DocuSign without ever leaving your favorite CRM and business productivity solutions. Product. To try the connector, please use a DEMO account: These are different than free trials in that they never expire, have 90% of our paid account features, and none of the documents sent through DEMO are legally binding ((https://support.docusign.com/en/articles/Free-account-vs-Developer-account). Finds a row by a column and value. DocuSign integration Pre-DocuSign operations and requesting recipient tokens DocuSign operations Post-DocuSign landing pages Additional features and behaviors Suppressed features and behaviors Legal considerations SOAP DSAPI.ASMX and API.ASMX endpoints DocuSign time track header Appendix 1: Time Zone and Date/Time Format Information How-to guides You can work with any Microsoft Word document whether it is stored in DocuSign CLM or not. All available security and compliance information information for DocuSign for SharePoint Online, its data handling policies, its Microsoft Cloud App Security app catalog information, and security/compliance information in the CSA STAR registry. Learn how DocuSign for Microsoft solutions can help your organization increase efficiency and productivity. Once youve logged in, you wont have to re-enter that information. DocuSign Agreement Cloud is a Microsoft Preferred Solution on Microsoft AppSource, representing a commitment to quality, performance and the ability to meet the needs of mutual customers. b. Once youve finished signing a document within Outlook, DocuSign now gives you the option to automatically send the signed document in a reply email via a link. On the Select a single sign-on method page, select SAML. From the Microapp Integrations page, select Add New Integration, and Add a new integration from Citrix-provided templates. Select the proper field, and enter the appropriate value based on your organization settings. To configure and test Azure AD SSO with DocuSign, perform the following steps: To enable Azure AD SSO in the Azure portal, follow these steps: In the Azure portal, on the DocuSign application integration page, find the Manage section, and then select single sign-on. DocuSign CLM uses the latest add-in frameworks from Microsoft to deliver a completely integrated experience. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. With each update, we strive to deliver new features that drive efficiency and productivity. 15 seconds. Note: DocuSign Demo or Developer accounts cannot currently be linked to DocuSign eSignature for Microsoft Teams. When adding recipients, DocuSign now automatically pulls in information for contacts within your organization. Set up DocuSign eSignature for Microsoft Teams. In the Domains section, select CLAIM DOMAIN. Configure and test Azure AD SSO with DocuSign by using a test user named B.Simon. Upgrade to Microsoft Edge to take advantage of the latest features, security updates, and technical support. Click on Test this application in Azure portal. Step 2: Pick one of the apps as a trigger, which will kick off your automation. DocuSign and Workday have partnered to transform the agreement process by integrating DocuSign eSignature into any core Workday business function. Make sure you verify the domain and that its status is active. b. Step 2: Pick one of the apps as a trigger, which will kick off your automation. Signed agreements are legally binding and backed by a court-admissible audit trail. The DocuSign Demo connector connects only to DocuSign Demo environments but offers the same functionality as the regular DocuSign connector. 15 seconds Step 3: Choose a resulting action from the other app. And users can access a legal clause library and an AI-powered risk scorecard from within Word. DocuSign for SharePoint Online enables organizations of any size to securely send, sign and track important documents from any SharePoint Online document library almost anytime, from nearly anywhere, across most devices. In the Custom Name box, type a unique name for your configuration. 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. An Azure AD subscription. 30 seconds. A DocuSign subscription that's single sign-on (SSO) enabled. i. 05:34 DocuSign seamlessly integrates into Office 365 and its applications like SharePoint Online, Outlook and Word, to create a completely digital and scalable document signature solution for your organization. Simply drag and drop the recipients in the desired order right within the app. Step 1: Authenticate Browse AI and DocuSign. Enhance productivity Cut agreement turnaround time to hours or minutes. What would you like to see next in DocuSign for Office 365? Step 4: Select the data you want to send from one app to the other. Enjoy faster document turnaround times and a more streamlined sales process. DocuSign supports just-in-time user provisioning, which is enabled by default. In this section, a user named B.Simon is created in DocuSign. Organizations of all sizes have seen the benefits of this partnership, from Trek Bikes to Orbitz, and even the Special Olympics.. Step 1: Authenticate BookFunnel and DocuSign. It's easier than ever for companies of every size, industry, and geography to quickly and securely transact business using robust DocuSign eSignature for . Read more about how to use e-signature in Outlook and Word: In DocuSign for Office 365, you can either log in with your existing Office 365 or DocuSign login. Enter Connector parameters. Scheduled. Scheduled. Connect DocuSign and Microsoft SQL Server with your other cloud apps and run workflows. When youre logged in to DocuSign using your Office 365 login, youll notice that as you start typing a name, the contact will auto-populate from Azure Active Directory. Add a new TXT record. It's easier than ever for companies of every size, industry, and geography to quickly and securely transact business using robust DocuSign eSignature for Outlook, Word, SharePoint, Dynamics, and Windows. Designed for easy integration DocuSign for Dynamics CRM is designed to be highly configurable and help you close business faster. Does your application integrate with Microsoft Identity Platform (Azure AD) for single-sign on, API access, etc.? Custom Attribute Mapping setting is not mandatory. In the Basic SAML Configuration section, perform the following steps: a. DocuSign supports automatic user provisioning. Copy the Service Provider Assertion Consumer Service URL, and then paste it into the Reply URL box in Basic SAML Configuration section in the Azure portal. No: Step 4: Select the data you want to send from one app to the other. You can use Microsoft My Apps. Copy the Service Provider Login URL, and then paste it into the Sign On URL box in Basic SAML Configuration section in the Azure portal. Boost productivity and accelerate the pace of business. Integrate DocuSign and Microsoft SQL Server the way you want. Control over your domain DNS. 2 minutes. Step 3: Choose a resulting action from the other app. Triggers a new flow when an envelope status changes. Creates a new spreadsheet. Integration key: Your integration key identifies your app and is used to authenticate your API calls. Sign documents, send documents out for signature, and take critical action from the Google products you already use. To save users time, weve added a feature that notifies the user when a document matches an existing DocuSign template saved in your DocuSign account. Use the add-in to search, review and directly insert approved content into your document with a single click. Zapier will only fetch data and documents for envelope types that have been selected. Send, sign and get real-time notifications on agreements within Teams. Tutorial: Azure AD SSO integration with DocuSign - Microsoft Entra | Microsoft Learn Skip to main content Learn Documentation Training Certifications Q&A Code Samples Shows Events Search Sign in Azure Product documentation Architecture Learn Azure Develop Resources Portal Free account SaaS application tutorials Single sign-on tutorials 0 - 9 A B C Once you configure DocuSign you can enforce Session control, which protects exfiltration and infiltration of your organizations sensitive data in real time. DocuSign for Microsoft Quickly and securely transact business from virtually anywhere, on practically any device using robust DocuSign apps for Outlook, Word, SharePoint, Dynamics, and Windows. DocuSign helps organizations connect and automate how they prepare, sign, act on, and manage agreements. 15 seconds Step 4: Select the data you want to send from one app to the other. Session control extends from Conditional Access. When you send a document directly from Word to multiple signers, its now easier than ever to modify the order in which theyll receive the document. g. In the Custom Attribute Mapping section, select ADD NEW MAPPING. Microsoft Excel. In the Identity Providers section, select ACTIONS, and then select Endpoints. Select SAVE. e. For Send AuthN request by, select POST. In this section, you'll grant B.Simon access to DocuSign so that this user can use Azure single sign-on. You can find this application in the Azure AD US Government Cloud Application Gallery and configure it in the same way as you do from public cloud. Enter an Integration name for the integration. . Returns the entire row if one is found. Users do not need to configure Connect to use DocuSign for Power Automate. Microsoft Excel. 15 seconds. Let's look at few ways DocuSign integration completely transforms document signature processes. The work Microsoft and DocuSign are doing helps our mutual customers be more productive and collaborate easily from anywhere. 30 seconds Step 2: Pick one of the apps as a trigger, which will kick off your automation. Send agreements and approvals for signingdirectly from your Microsoft apps Through a long-term strategic partnership with Microsoft, DocuSign has made its industry-leading eSignature apps and Digital Transaction Management (DTM) functionalities widely available to businesses and consumers from right within Microsoft applications. c. Name: @ or * Provide better remote signing experiences while streamlining your agreement processes. 2 minutes. In the upper-left corner of the page, select the app launcher (9 dots), and then select Admin. These details are explained in the "View SAML 2.0 Endpoints" section later in this tutorial. DocuSign for Word enables individuals or organizations of any size to securely send and sign important documents right from Word. Can you even imagine a world where you had to print, sign and scan? On the domain solutions page, select Identity Providers. Connect DocuSign and Microsoft Teams with your other cloud apps and run workflows. It's easier than ever for companies of every size, industry, and geography to quickly and securely transact business. You can also find it in the admin area for your account under My Apps & Keys. You can send agreements and approvals for eSigning directly from DocuSign for Dynamics 365. Enhance productivity Cut agreement turnaround time to hours or minutes. These bracketed values are placeholders. At the end of the Service Provider Login URL you will get the IDPID value. For SMS notifications, the country code, without leading + sign. Any documents in a DocuSign Demo environment are not legally binding. If you choose to send templates, you now have the ability to send out multiple templates at once. This will redirect to DocuSign Sign-on URL where you can initiate the login flow. Learn more about Microsoft 365 wizards. In this course you will learn about the DocuSign integration with Microsoft Word, specifically how to send, sign, and manage a DocuSign envelope. You should make a note of it for future use. DocuSign has expanded its global strategic partnership with Microsoft to accelerate how people collaborate and come to agreement. Add DocuSign eSignature to a PowerAutomate flow to automatically send your agreements and approvals out for electronic signatures. DocuSign Guided Forms powered by SmartIQ helps you create intuitive digital conversations and mobile-friendly experiences. Securely share, review and sign agreements right from a Zoom meeting. Increase productivity, reduce cycles, and close deals faster with DocuSign eSignature for Oracle cloud solutions. DocuSign helps organizations connect and automate how they prepare, sign, act on, and manage agreements. In the Identity Provider Certificates section, select ADD CERTIFICATE, upload the certificate you downloaded from Azure AD portal, and select SAVE. In the Set up DocuSign section, copy the appropriate URL (or URLs) based on your requirements. Key-value pairs representing the tabs for this recipient (where key is the field name, and value is the field value). Explore all the benefits and features of Automate.io Keep business fully digital. It is not enabled by default. Send instant messages to users or channels in Microsoft Teams. Aggregate data from internal apps in your Microsoft SQL Server database. 2 minutes DocuSign helps organizations connect and automate how they prepare, sign, act on, and manage agreements. Send agreements and approvals for eSigning directly from DocuSign for Dynamics 365. This connector is available in the following products and regions: To use the Connect trigger in this integration, DocuSign Connect must be enabled in your DocuSign account. Sign in to the Azure portal by using a work or school account, or by using a personal Microsoft account. 30 seconds. DocuSign eSignature for Microsoft Word Learn how to send documents using the DocuSign eSignature for Microsoft Word integration. ber diesen Kurs. This learning plan is for administrators and users of DocuSign eSignature applications for Microsoft: Dynamics, SharePoint, Word, and Outlook. To configure the integration of DocuSign into Azure AD, you must add DocuSign from the gallery to your list of managed SaaS apps: Alternatively, you can also use the Enterprise App Configuration Wizard. d. Text: paste the TXT Token value, which you copied from the earlier step. Use the appropriate User identifier to map the user from Azure AD to DocuSign user mapping. Read more about how to use e-signature in Outlook and Word: DocuSign eSignature for Microsoft Outlook Stay logged in Enable automatic sign-in to DocuSign for your users through their Azure AD accounts. How DocuSign + Microsoft Teams Integrations Work Step 1: Authenticate DocuSign and Microsoft Teams. Log in to your Teams account. For issues with DocuSign please try this link first: https://support.docusign.com/en/articles/How-Do-I-Open-a-Case-in-the-DocuSign-Support-Center. This document describes DocuSign triggers and actions; it does not describe any native flow components. SAP provides its customers with DocuSign, enabling eSignatures within a variety of solutions, including SuccessFactors, Ariba, Fieldglass and more. When you receive or send a document and need signatures from multiple signers, its now easier to indicate to the order of signers. Updates a row in a specific worksheet. DocuSign Agreement Cloud is a Microsoft Preferred Solution on Microsoft AppSource, representing a commitment to quality, performance and the ability to meet the needs of mutual customers. Cut agreement turnaround time to hours or minutes. The signing order of the recipient in the document. In this section, you'll create a test user named B.Simon in the Azure portal. That's it! Using the Connect trigger in this integration will automatically register the webhook for you. Go to DocuSign Sign-on URL directly and initiate the login flow from there. On your domain solutions page, select Domains. Learn more DocuSign for Salesforce Configure your DNS provider with the TXT Token by following these steps: a. Navigate to your domain's DNS record management page. d. In the Identity Provider Logout URL box, paste the value of Logout URL, which you copied from Azure portal. Integrate DocuSign and Microsoft Teams the way you want. DocuSign Integrations | 400+ Cloud-Based Integrations Streamline your process with our 400+ integrations DocuSign Integrations Contact Sales Get more business done with a DocuSign + partner solution It's easier than ever to use DocuSign without ever leaving your favorite CRM and business productivity solutions. DocuSign eSignature for Microsoft enables you to send and sign agreements from the tools you use everyday. DocuSign and Smart Communications combine to transform and simplify complex business processes and outdated forms. Information provided by DocuSign to Microsoft: Information Response; App name: DocuSign eSignature: ID: WA200002755: Office 365 clients supported: Microsoft Teams: Partner company name: DocuSign: . Don't use spaces. Simply drag and drop each recipient in the correct order, right within the app. Work smarter and faster than ever. e. TTL: Default or 1 hour / 3600 seconds. Create a new envelope using a specified template. Action. Outlook, Word, SharePoint Online, Dynamics 365, Teams, and Power Automate all integrate seamlessly with DocuSign eSignature allowing you to accelerate and connect every stage of the agreement process. Product Overview. Automatically generate and store a robust audit trail for every agreement and comply with global security standards. DocuSign supports just-in-time user provisioning. This feature cuts down the number of steps, making it faster and easier than ever to sign and return an attachment via DocuSign. In this wizard, you can add an application to your tenant, add users/groups to the app, assign roles, as well as walk through the SSO configuration as well. To use DocuSign for Power Automate, DocuSign Connect must be enabled in your DocuSign account (it is not enabled by default). Step 3: Choose a resulting action from the other app. DocuSign for Microsoft To automate the configuration in DocuSign, you must install the My Apps Secure Sign-in browser extension by selecting Install the extension. Send templates or ad-hoc documents for signature, prepopulating fields with data from other systems without code. Follow these steps to install the DocuSign add-in for Microsoft Word on a Windows system. Just as in Outlook, when you start typing the name of a recipient in DocuSign for Word, it will auto-populate from contacts within your organization. Select Download to download the certificate and save it on your computer. In this tutorial, you'll learn how to integrate DocuSign with Microsoft Azure Active Directory (Azure AD). When set to false, the envelope signing certificate is removed from the download. Alternatively, you can also use the Enterprise App Configuration Wizard. DocuSign for Outlook lets you send and sign agreements from your Outlook inbox. Action. After adding DocuSign for Outlook, youll access DocuSign in two ways: 1) Compose an email, then find DocuSign under Apps or 2) View an email that contains an attachment youd like to sign, then click the DocuSign button that appears automatically. Triggers when an envelope is sent or completed. And create, manage and share approvals directly from Teams with the Approvals app. Use the add-in to search, review and directly insert approved content into your document with a single click. In the DocuSign window, select Add to add the app. Envelope Sent or Completed. To add DocuSign eSignature to Word, Outlook, or SharePoint Online, visit the Office Store here. Manage your accounts in one central location: the Azure portal. Delight your customers Keep business fully digital. Boost your customer experience by automating end-to-end business processes, and support your sales field by capturing customer data at the same time. Open or create a Microsoft Word document Select Insert from the top ribbon Select My Add-ins Select See All Select the STORE tab and enter DocuSign in the search bar Select DocuSign for Word Self-Paced Language: English Estimated time: 15 minutes.
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