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Just under the Message field is the optional Preview & Send checkbox. A default value is entered and can be edited freely.Ĥ. It can be manually changed to any value desired. By default, this field adopts the name value of the first file attached to the agreement. The top field is the Name of the agreement. Under the Recipients list is the Message section, consisting of two fields. If other roles are required, click the More Options link under the Send / Continue button.ģ. Note: If you are accustomed to setting recipient roles, be aware that all recipients are considered Signers when configured in the add-in. The order that the recipients are entered dictate the signature order of the agreement (in a sequential signing process). The add-in shows contacts from your 365 account that match the string you have typed in, helping to find the right recipient. 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: Please note that you can only uninstall Office 2016 from the Settings -> Apps menu, as nothing appears in Control Panel -> Programs.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. Until Microsoft issue a fix for this issue, simply uninstalling ‘Office 2016’ or ‘Microsoft Office Desktop Apps’ is the easiest fix to keep Office 2013 working. This appears to be because the Office 2016 files that are on the device are causing a conflict. When you try to load Outlook 2013 signatures, the window never opens. The second most prevalent error is with Outlook signatures. Should you choose ignore, you will have to run through the repair option down the road, which could lead to the same problem. The first issue that occurs is with the installation of Office 2013, as the installer gets to 90% complete, issues a “retry or ignore” error and never finishes if you choose retry. Unfortunately, this has had the side effect of breaking functionality within Office 2013. Since Windows 10 version 1803, Microsoft have decided to include the basic installation of Office 2016 / 365, presumably to tempt users to upgrade. Some Windows 10 users have reported a problem where Office 2013 installer gets stuck at 90% every time and there have also been issues where Outlook 2013 signatures will not open.
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