Log in to your 365 Outlook account and select Mail.
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:
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.
You must ensure that your system meets the following requirements:
For the add-in to work seamlessly in Edge browsers, you must trust the following sites in your browser security configuration:
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:
If re-authenticating fails to correct the problem, contact customer support.
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.
To access the add-in, open any email. You can access Adobe Acrobat Sign from one of the following locations:
When you invoke the add-in from a Reply email, a pop-out menu will appear prompting you to select one of three functions (as described in Using the add-in section).
If the Store button is not visible in your ribbon options, then it is likely that your Office admin has disallowed individual store access.
Contact your Office admin or IT team to allow access, or deploy the add-in to your organization.
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 you, and only you, are sending agreements through your Adobe Acrobat Sign user.
The configuration process is quick, and only requires that you know how to authenticate to the two systems.
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.
To establish the trust:
1. Select New Email.
2. Find the Adobe Acrobat Sign icon in the email page layout and select Send for Signature.
This opens the add-in panel on the right side of the window.
3. Click the Get Started button in the add-in panel
4. If prompted to authenticate into the 365 environment, select the user that you want to sign-in with. The user you are already authenticated as appears at the top of the list.
5. When prompted to grant access to the add-in, select Accept.
A new window opens to capture the authentication for Adobe Acrobat Sign.
6. Authenticate using your Adobe Acrobat Sign credentials.
7. After authenticating to Adobe Acrobat Sign, 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. 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.
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:
In Compose mode, you can type or add attachments to the email.
When launching the add-in from an email, the add-in seeks to include values from the email itself. When composing a new email (either from New or Reply button), you can configure that email as a template before launching the add-in, make short work of renewals, and other boilerplate transactions.
All fields can be manually added to or edited. Importing values from the email is an optional perk, not a requirement.
At the top of the add-in panel is the Documents section. These are the files that are attached to the agreement, and presented to the recipients for their signature.
To add files to the agreement, from next to the Documents heading, select + Add Files.
Supported file formats:
Under the Documents list is the Recipients list.
The order of the recipients in the list is the the order in which the recipients are required to sign the agreement.
The Messages section is under the Recipients list.
There are two fields in this section: Agreement and Agreement Message.
The Agreement Name is the top field. If you are launching the add-in panel from an existing or configured email, the Subject line is imported as the agreement name. If there is no Subject content, the name of the first attached (Document) file is inserted as the agreement name. You can manually edit the agreement name at any time.
The Agreement Message is included in the Please Sign email. It has following features:
The Preview & Send checkbox invokes the Adobe Acrobat Sign authoring environment once the Next button is clicked.
This button commits the agreement to the next step, either starting the signature cycle, or opening the authoring environment, depending on how the add-in panel is configured.
The text of the button tells you what to expect:
Adobe Acrobat Sign offers a wider set of options than can reasonably be installed into an add-in. Features like recipient roles and private messages over complicate the relatively small footprint that the add-in occupies. But for many, those options are critical to the business process.
The More Options link, just under the Send/Continue button, opens a windowed instance of the Adobe Acrobat Sign Send page, complete with all options available to your account.
All the configured elements in the add-in panel are imported to the Send page, in the order they exist, and they are fully editable if you need to make adjustments.
Once the agreement is sent, the add-in panel presents a success notification.
Two options are available in the post-send panel:
Additionally, a banner is added to the email body, indicating that the agreement is available to sign in a separate email.
This is provided in the event that the sender wants to send a follow-up email to the one auto-generated by the Adobe Acrobat Sign system.
In Read mode, you can view an email but cannot edit it. Read mode enables the following three features:
Using Send for Signature:
The Agreement Status option displays the last ten agreements (based on last update date) that are still open and waiting for some action. This includes drafts that are waiting for authoring, agreements waiting for your signature, and agreements waiting for some other recipient.
Each listed agreement can be expanded to expose the most recent event posted for that agreement, indicating where in the signature process the agreement is.
At the bottom of the events list is a Track All Agreements link that opens a windowed instance of the Manage page from the application. From the Manage page, the whole history of the account is available.
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:
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:
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.