Log in to your 365 Outlook account and select Mail.
- Install the Package
- Configure the Package
- User Guide
- Enable Digital Authentication
- Developer Guide
- Advanced Customization Guide
- Field Mapping and Templates Guide
- Mobile App User Guide
- Flows Automation Guide
- Document Builder Guide
- Configure Large Documents
- Upgrade Guide
- Release Notes
- FAQs
- Troubleshooting Guide
- Additional Articles
- Acrobat Sign for Microsoft 365
- Acrobat Sign for Word/PowerPoint
- Acrobat Sign for Teams
- Acrobat Sign for Microsoft PowerApps and Power Automate
- Acrobat Sign Connector for Microsoft Search
- Acrobat Sign for Microsoft Dynamics
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Acrobat Sign for Microsoft SharePoint
- Overview
- SharePoint On-Prem: Installation Guide
- SharePoint On-Prem: Template Mapping Guide
- SharePoint On-Prem: User Guide
- SharePoint On-Prem: Release Notes
- SharePoint Online: Installation Guide
- SharePoint Online: Template Mapping Guide
- SharePoint Online: User Guide
- SharePoint Online: Web Form Mapping Guide
- SharePoint Online: Release Notes
- Adobe Acrobat Sign Integrations
- Product Versions and Lifecycle
-
Acrobat Sign for Salesforce
- Install the Package
- Configure the Package
- User Guide
- Enable Digital Authentication
- Developer Guide
- Advanced Customization Guide
- Field Mapping and Templates Guide
- Mobile App User Guide
- Flows Automation Guide
- Document Builder Guide
- Configure Large Documents
- Upgrade Guide
- Release Notes
- FAQs
- Troubleshooting Guide
- Additional Articles
- Acrobat Sign for ServiceNow
- Acrobat Sign for HR ServiceNow
- Acrobat Sign for SAP SuccessFactors
- Acrobat Sign for Workday
- Acrobat Sign for NetSuite
- Acrobat Sign for SugarCRM
- Acrobat Sign for VeevaVault
- Acrobat Sign for Coupa BSM Suite
- Acrobat Sign for Zapier
- Acrobat Sign Developer Documentation
Overview
The Adobe Acrobat Sign for Outlook add-in allows you to configure a new agreement from within an email client. You can send agreements with new emails, or reply to an existing email by importing the recipient list and automatically attaching any files from the source email.
Adobe Acrobat Sign for Outlook Add-in: User Guide helps you learn how to:
- Install and enable Adobe Acrobat Sign add-in on your Outlook account – All users can perform this one-time process without elevated system permissions.
- Establish the authenticated connection between Outlook and Adobe Acrobat Sign – Once the add-in is enabled, you must authenticate to both environments to create a trust relationship between Microsoft and Adobe Acrobat Sign.
- Use Adobe Acrobat Sign add-in – It explains the features and uses of the Adobe Acrobat Sign.
Microsoft 365 admins can centrally install the add-in at the tenant level, and control access at the user level if desired. This permits access to both Word and PowerPoint to all users in the tenant.
Note: During authentication and use of the add-in, Outlook 365 will prompt an authorization panel when attempting to open a new window. When this happens, select Allow.
Prerequisites
You must ensure that your system meets the following requirements:
- Supported products: Exchange Online
- Windows OS:
- Windows 10 earlier than version 1903 must install Microsoft Webview
- Windows 10 version 1903+
- Windows 11
- Microsoft Office supported versions:
- For Windows:
- Office 2016 (build 16.0.4390.1000+)
- Office 2019 (build 16.0.12527.20720+)
- Office 2021 (build 16.0.14326.204454+)
- Office for Windows, subscription (version 1602, Build 6741.0000+)
- For Mac:
- Office for Mac (v15.34+)
- For Web:
- Office Online (365), using current versions of Chrome, Firefox, Safari, or Edge
- Office Online Server (version 1608, Build 7601.6800+)
- For Windows:
- Basic Microsoft requirements to use Office
- Private/Incognito browser sessions are not supported.
- Mobile browsers and mobile apps are not supported.
Edge browsers
For the add-in to work seamlessly in Edge browsers, you must trust the following sites in your browser security configuration:
- https://*.echocdn.com
- https://*.echosign.com
- https://*.adobesigncdn.com
- https://*.adobesign.com
- https://*.microsoftonline.com
- https://*.office.com
- https://*.office365.com
- https://*.live.com (If using a Live account)
- https://*.sharepoint.com
- If using a third-party identity management system, that URL needs to be added as well
Mac High Sierra OS
High Sierra users may encounter an issue while trying to access the add-in from the Outlook desktop app (version 16.11 up) that throws a generic error message from Adobe Acrobat Sign stating that the cookies are not enabled.
If this happens:
- Open the add-in Settings, and Sign Out
- Re-authenticate to the service by clicking Get Started
If re-authenticating fails to correct the problem, contact customer support.
Enable Adobe Acrobat Sign for Outlook Add-in
You can install the Adobe Acrobat Sign for Outlook add-in for the web-based and desktop-launched applications. Installing the application in one environment enables it in both
Access to the store is slightly different in each environment. Refer to the instructions below to learn how to install the add-in for each application.
Establish the authenticated relationship
Once the add-in is enabled within the email client, you must create a relationship between your Microsoft account and your Adobe Acrobat Sign account. This ensures that only you are sending agreements through your Adobe Acrobat Sign user.
Once you have established this relationship, you do not need to authenticate again to either system. The authenticated relationship is persistent unless explicitly deleted by signing out of the add-in.
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Select New Email.
Ensure the application has the Acrobat Sign add-in.
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From the Home menu, locate Adobe Acrobat Sign panel and then select Send for Signature.
It opens the add-in panel on the right side of the window.
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From the panel, select Get Started.
The Get Free Trial link opens a new window to the Adobe Acrobat Sign 30-day free trial registration page. If you don’t already have an Adobe Acrobat Sign account, sign up for the free trial before you continue. Accounts in the Acrobat Sign for Government environment do not have access to free trials.
Connect Microsoft Word to Adobe Acrobat Sign. Connect Microsoft Word to Adobe Acrobat Sign. -
If prompted to authenticate into Microsoft 365 environment, select the user you intend to use. The user you are already authenticated as appears at the top of the list.
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When prompted to grant access to the add-in, select Accept.
A new window opens to capture the authentication for Adobe Acrobat Sign.
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Authenticate using your Adobe Acrobat Sign credentials and then on the 'Confirm access for..' dialog, select Allow Access.
Once the Adobe Acrobat Sign authentication is successful, the add-in panel on the right changes to show the add-in splash page.
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Select Got It to open the configuration panel.
The trusted relationship is in place and remains functional until you sign out of the add-in.
Disabling/uninstalling the add-in does not delete the trusted relationship.
Use Adobe Acrobat Sign for Outlook add-in
Once the trust relationship with Adobe Acrobat Sign is established, you can send agreements directly from your email client.
For handling emails, Outlook has the following two modes:
Modify add-in settings
You can change the settings of the add-in as per your requirements. To do so, from the bottom of the add-in panel, select the gear icon next to Adobe Document Cloud. It opens a dialog with the following Settings options:
- Upgrade (trial accounts only): It opens a new window to the Adobe Acrobat Sign Upgrade process where you can purchase access to Adobe Acrobat Sign on a monthly subscription.
- Sign Out: The relationship between your Outlook and Adobe Acrobat Sign user accounts is “remembered” by the add-in so you don’t have to authenticate every time you use the add-in. To send agreements from multiple Adobe Acrobat Sign accounts, you must sign out from your current user account and then establish a new relationship using the new Adobe Acrobat Sign user account.
- Help: It is a link to the Adobe Acrobat Sign for Microsoft Outlook Add-in: User Guide and any additional built content related to the add-in.
- About: It prompts a small pop-up that gives information about the add-in that you are using.
- Privacy Policy: It is a link to the Adobe privacy policy.
Installing at the Tenant level
Installing the add-in at the tenant level allows the admins to expose the add-in by default. It ensures easy and smooth access to the add-in for all users.
To enable the add-in at the tenant level:
- Log in as the Tenant admin and navigate to the Admin panel.
- Go to the Exchange admin center.
- Select Add-ins.
- To add new add-ins, select the plus icon (+) and select Add from the Office Store option. It installs the add-in as Disabled by default.
- To configure the add-in:
- Assign Users as one of the following options:
- Everyone - Applies the deployment method to all users in the Tenant
- Specific users/groups - Applies the deployment method to only the selected users or groups
- Just me - Applies the deployment method to just the user (admin) doing the configuration
- Select a Deployment Method from one of the following options:
- Fixed (Default) - The add-in is automatically deployed to the assigned users and they are not allowed to remove it from their ribbon
- Available -Users can install the add-in by clicking the Get More add-ins button on the home ribbon in Outlook
- Optional - The add-in is automatically deployed to the assigned users, but they retain the option to remove it from their ribbon
- Assign Users as one of the following options:
- Select Save.
The above process enables the add-in at the tenant level for the whole user base. To learn more about the deployment control, go here.