To launch the Fill and Sign window once all the files are attached, select Continue.

The documents are presented to the signer in the order they are listed in the add-in panel.

To add more files to the agreement, from next to the Document heading, select + Add Files. Adding agreements works just like the web application.

The attachment on the email (if any) is automatically attached to the agreement definition being built in the add-in panel on the right side of the window.

If you get a request to “Fill this out, sign it and send it back to me”, you must use this option.

It is used when you, and only you, need to fill in a document and apply a signature.

If your Acrobat Sign account has a default signer authentication method that requires you to enter additional information before sending an agreement, you must select More Options to provide the required details and then send the agreement.

If you need to use a second-factor verification method, select More Options.

All signers receive a verification email.

All recipients have the role of Signer. If you need to set different recipient roles, or send using a parallel/hybrid workflow, select More Options.

The panel will reference your Outlook contact list and attempt to match what you are typing to a known contact.

Recipients can be typed directly into the add-in panel.

If you launch the add-in from an email that has the TO: field configured, the recipients are imported to the add-in panel in the order they are listed in the TO: field.

The order of the recipients in the list is the order in which the recipients are required to sign the agreement. Under the Documents list is the Recipients list. 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. Use Adobe Acrobat Sign add-in – It explains the features and uses of the Adobe Acrobat Sign.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.Install and enable Adobe Acrobat Sign add-in on your Outlook account – All users can perform this one-time process without elevated system permissions.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.Īdobe Acrobat Sign for Outlook Add-in: User Guide helps you learn how to:

The Adobe Acrobat Sign for Outlook add-in allows you to configure a new agreement from within an email client. SharePoint Online: Web Form Mapping Guide.SharePoint Online: Template Mapping Guide.SharePoint On-Prem: Template Mapping Guide.Acrobat Sign Connector for Microsoft Search.Acrobat Sign for Microsoft PowerApps and Power Automate.

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