DocuSign for Outlook

Sign and return or get signatures on documents sent to you in seconds with DocuSign for Outlook. Once installed, DocuSign for Outlook will appear in the Outlook toolbar whenever an attachment is found on an email message.

Simply select who is signing, and DocuSign for Outlook will walk you through the process of signing and returning the document if you are the only signer; if you need signatures from others, the app will guide you to specify recipients and tag the documents to gather information from those specified.

In the most recent version of DocuSign for Outlook, we have added the capabilities to initiate a signing process from the new mail/reply window-just like you would start a new email. Just upload the desired documents and DocuSign for Outlook pre-populates signers from your email message. Then use DocuSign to drag and drop tags onto the document to gather signatures and other information from your recipients, and click send.

From the app, you can either log in to the app with existing DocuSign credentials, or get started with a free trial of DocuSign by joining with your Office 365 credentials.

Key Features

  • Sign and return email attachments using DocuSign from within Outlook Web App and Outlook 2013
  • Save signed attachments to your desktop or to a dedicated OneDrive for Business folder
  • Get signatures on email attachments from others
  • Use DocuSign to get signatures on any document directly from the new mail/reply window in Outlook
  • Create a new DocuSign account with your Office 365 credentials

Resources

Got Questions?

DocuSign for Outlook is built and supported by DocuSign, Inc. Contact DocuSign today at sales@docusign.com.

Compatibility Information

DocuSign for Outlook is designed to work with DocuSign Professional, Business, or Enterprise subscription plans. Users can also sign up for a DocuSign free trial from within the DocuSign for Outlook app. DocuSign for Outlook is supported for the Outlook Web App and Outlook 2013 (Windows). DocuSign has an existing out of the box connector that supports Outlook 2007 and 2010.

About the Partner

At Microsoft we help people and businesses throughout the world realize their full potential. We make this simple mission come to life every day through our passion to create technologies and develop products that touch just about every kind of customer.

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