Adobe Acrobat Sign for Microsoft Outlook Add-in: User Guide

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.

Install Adobe Acrobat Sign from the Microsoft AppSource and refer the following topics to learn how to:

• 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 Acrobat Sign – Once the add-in is enabled, you must authenticate to both environments to create a trust relationship.
• 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.

Prerequisites

Ensure that your system meets the following requirements.

Enable Adobe Acrobat Sign for Outlook add-in

You can install the Adobe Acrobat Sign for Outlook add-in on both the web and desktop versions of Outlook. Installing it in one environment automatically enables it in the other. 

To install the add-in:

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.

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: Compose mode and 

Compose mode

Use Compose mode to type an email and add attachments.

Only the Send for Signature feature is available in this mode.

• Select New to start a new email
• Select Reply to respond to an existing thread

When you launch the add‑in from an email, it can automatically reuse existing email details:

• Attachment → added as the agreement document
• To field → imported as recipients (in order)
• Subject → used as the agreement name
• Email body → used as the agreement message

All imported fields are optional and can be edited manually.

Send agreements from a group

Use the Send From drop‑down to choose the group you want to send the agreement from, or keep the default group.

Add documents

Documents attached to the agreement appear in the Documents section.

• Email attachments are added automatically
• Select + Add Files to add more documents
• Select X to remove a document
• Documents are sent to recipients in the listed order
• Select More Options to add files from your Acrobat Sign library

Supported formats: PDF, Word, Excel, PowerPoint, HTML, RTF, TIF/TIFF, JPG/JPEG, PNG, BMP, GIF

Add recipients

Recipients appear below the Documents list.

• Recipients sign in the listed order
• Email recipients are imported from the To field
• You can type recipients directly (contacts are suggested)
• All recipients are Signers by default

To set roles, authentication, or parallel workflows, select More Options.

⚠️ Note: If your account requires additional authentication (for example, Phone verification), you must use More Options before sending.

Agreement name and message

The Messages section includes:

• Agreement Name – defaults to the email subject or first document name
• Agreement Message – included in the “Please Sign” email
  • Imported from the email body, if available
  • Defaults to “Please review and complete this document.”
  • 1000‑character limit
  • Use Clear Message to remove content

Preview and send

• Select Preview & Send to open the authoring environment
• Send starts the signature process immediately
• Continue opens the authoring view to add fields before sending

Once sent, the agreement is emailed to the first recipient. You see a confirmation with options to View Agreement and to open the Acrobat Sign menu.

More Options opens the full Acrobat Sign Send page with advanced settings. All details from the add‑in are carried over and remain editable.

Read mode

In Read mode, you can view an email but not edit it. It supports:

• Fill and Sign – Complete and sign a document yourself, then send it back.
• Send for Signature – Send an agreement to one or more recipients.
• Agreement Status – View the last ten agreements and their current status.

Fill and sign

Use this when only you need to fill and sign a document.

• Email attachments are added automatically
• Select + Add Files to include more documents
• Select Continue, complete the form, sign, and select Done
• A reply email opens with the signed document attached

Send for signature

Use this when others need to sign.

• Attachments are added automatically
• Add recipients manually (not imported from the email)
• Recipients sign the order entered
• Edit the agreement name and message if needed
• Select Send to send immediately, or Preview & Send to add fields
• Select More Options for advanced settings

Agreement status

View up to ten active agreements.

• Expand an agreement to see recent activity
• Select View Agreement or Sign Agreement
• Select Track All Agreements to open the full Manage page

Modify add-in settings