Pull recipients from address book (Azure AD) If there’s a match, you’ll save time by leveraging the document’s existing workflow, with pre-populated tags and signing roles. To save users time, we’ve added a feature that notifies the user when a document matches an existing DocuSign template saved in your DocuSign account. Templates are one of the most useful DocuSign features, making it possible to send out your most frequently used documents with pre-loaded fields. Check for template match before sending a document Simply drag and drop each recipient in the correct order, right within the app. When you send a document directly from Word to multiple signers, it’s now easier than ever to modify the order in which they’ll receive the document. With DocuSign for Word, you can: Edit recipient order When you first add the app to Word, you’ll get 5 free signature requests with a Microsoft account or 10 free signature requests with an Office 365 account. Can you even imagine a world where you had to print, sign and scan? DocuSign eSignature for Microsoft WordĭocuSign can be added directly to Microsoft Word with the DocuSign for Word app. This feature cuts down the number of steps, making it faster and easier than ever to sign and return an attachment via DocuSign. Once you’ve 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. 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. A Microsoft 365 Personal or Family plan is also required. Copilot in Outlook currently works with ,, , and msn.com email addresses.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. Unlock cutting-edge AI in Outlook and in select Microsoft 365 apps with a Microsoft Copilot Pro subscription.

Personal and Family plans also offer offline and desktop access to Microsoft 365 apps such as Word, Excel, and PowerPoint, plus 1TB of cloud storage, which covers OneDrive files and photos as well as Outlook email attachments.

With a Personal or Family plan, you can additionally enjoy premium Microsoft Editor functionality and advanced email management features like search folders, quick steps and conditional formatting. They also receive data encryption in their mailbox and for the emails they send automatic protection from suspicious links in emails scans for viruses and malware and removal of dangerous attachments. Customers who have a Microsoft 365 Basic, Personal, or Family plan get an ad-free inbox, 50 GB of Outlook mailbox storage, and advanced security features2.

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