Best Add-in Program for Outlook 2016 Text Messages Review

Overview

The Adobe Acrobat Sign for Outlook add-in allows you to configure a new understanding from within an email client. You lot 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 y'all larn how to:

• Install and enable Adobe Acrobat Sign add together-in on your Outlook account – All user can perfrom this old process without elevated organisation permissions.
• Establish the authenticated connexion between Outlook and Adobe Acrobat Sign – Once the add together-in is enabled, you must authenticate to both enviroments to create a trust relationship between Microsoft and Adobe Acrobat Sign.
• Apply Adobe Acrobat Sign add together-in – It explains most the features and uses of the Adobe Acrobat Sign.

Microsoft 365 admins can centrally install the add-in at the tenant level, and command admission at the user level if desired.

Note: During hallmark and use of the add-in, Outlook 365 volition prompt an authorization console when attempting to open a new window. When this happens, clickPermit.

Prerequisites

Supported products:

• Exchange Online

Clients:

• Outlook 2013 (Windows v15+)
• Outlook 2016 (Windows v16+)
• Outlook Online – Using:
  • Chrome - current version
  • Firefox - current version
  • Safari - current version
  • Border - electric current version
• Outlook 2016 (Mac v15.35+)

You also need to comply with the basic Microsoft requirements to utilise Part

• This add-in is not supported in mobile browsers and mobile apps.
• For the add-in to properly work, cookies must be enabled in the browser.
• Employ of the Desktop application requires that cookies be enabled in Internet Explorer.
• Private/Incognito browser sessions are not supported.
• Pop-upward blockers must exist disabled to use the automated reply aspect of the Fill up and Sign feature.

Edge browsers

For the add-in to work seamlessly in Border browsers, you must trust the below sites in your browser security configuration:

•     https://*.echocdn.com
•     https://*.echosign.com
•     https://*.adobesigncdn.com
•     https://*.adobesign.com
•     https://*.microsoftonline.com
•     https://*.role.com
•     https://*.office365.com
•     https://*.alive.com (If using a Alive account)
•     https://*.sharepoint.com
•     If using a third-political party identity management system, that URL needs to be added as well
  

Mac Loftier Sierra Os

High Sierra users may run into an consequence while trying to access the add-in from the Outlook desktop app (version sixteen.11 upwardly) that throws a generic error message from Adobe Acrobat Sign stating that the cookies are non enabled.

If this happens:

• Open the add together-inSettings, and Sign Out
• Re-authenticate to the service by clickingGo Started

If re-authenticating fails to right the problem, contact customer support.

Enable Adobe Acrobat Sign for Outlook Add together-in

The Adobe Acrobat Sign for Outlook add-in tin be installed in both the spider web based and desktop launched applications. Installing the application in one environment enables information technology in both

Access to the store is slightly different in each environment, and instructions are provided beneath for both.

Install the add-in for OWA (the web-based customer)

1. Log in to your 365 Outlook business relationship and select the Mail.

2. Select the gear icon in the upper-correct corner of the screen.

iii. Select Manage integrations to load theAdd-ins for Outlookfolio.

4. In the peak-left Search box, type Adobe Acrobat Sign and select the search icon.

5. LocateAdobe Acrobat Sign for Outlook and selectOn to enable the integration.
Once done, you lot see Successfully added message, equally shown below.

6. Close the Add-ins page.

7.To access the add-in, open up whatever email. You can access Adobe Acrobat Sign from one of the following locations:

• New emails – The interface to compose a new email exposes the icon in the lower-right corner of the screen. New emails just accept the option to Send for Signature.

• Respond emails – When replying to an electronic mail, the icon is found in the upper, mid-right corner of the window (depending on how many add-ins yous have installed)

When you invoke the add-in from a Reply email, a popular-out menu will appear prompting yous to select one of three functions (as described in Using the add together-in department).

Install the add-in for the desktop Outlook client

1. Open your desktop Outlook awarding.

two. Navigate to the Home tab, and select the Store icon in the Add-ins section.

If the Store push button is not visible in your ribbon options, then it is likely that your Office admin has disallowed individual shop access.

Contact your Office admin or IT team to allow access, or deploy the add-in to your organization.

3. In the top left search box, type Adobe and click the search icon.

4. LocateAdobe Acrobat Sign for Outlook and selectAdd to enable the add-in.

• One time done, you run into Added and a bluish check indicating the add-in is available.

After enabling the add-in, you run across a new Adobe Acrobat Sign section (with three icons) in your ribbon on the Home tab:

Plant the authenticated human relationship

One time the add together-in is enabled within the email client, you must create a relationship betwixt your Microsoft account, and your Adobe Acrobat Sign account. This ensures that yous, and only you, are sending agreements through your Adobe Acrobat Sign user.

The configuration procedure is quick, and only requires that you know how to cosign to the ii systems.

Once y'all take established this relationship, yous practice non need to authenticate again to either arrangement. The authenticated relationship is persistent unless explicitly deleted by signing out of the add-in.

To establish the trust:

i. Click the New Email button every bit if y'all were composing a new email.

two. Discover the Adobe Acrobat Sign icon in the email page layout and select Transport for Signature.

• This opens the add together-in panel on the right side of the window.

3. Click theGet Started button in the add together-in panel

• TheGet Free Triallink opens a new window to the Adobe Acrobat Sign 30-twenty-four hours gratuitous trial registration folio. If you lot don't already accept an Adobe Acrobat Sign account, sign up for the gratis trial before yous continue.
  
  • Accounts in the Acrobat Sign for Government environment practise not have access to free trials.

4. If prompted to cosign into the 365 environment, select the user that you lot desire to sign-in with. The user you are already authenticated as appears at the top of the list.

five. When prompted to grant access to the add-in, select Have.
A new window opens to capture the authentication for Adobe Acrobat Sign.

6. Authenticate using your Adobe Acrobat Sign credentials.

seven. Subsequently authenticating to Adobe Acrobat Sign, select Allow Admission.

Once the Adobe Acrobat Sign authentication is successful, the add together-in panel on the right changes to show the add-in splash page. SelectGot Itto open up the configuration console.

The trusted human relationship is in place and remains functional until y'all 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

With the trust human relationship to Adobe Acrobat Sign established, you lot can start sending agreements direct from your email client.

In the context of this add-in, Outlook has two modes:

• Compose – In Compose mode, yous tin can type or add together attachments to the electronic mail. You lot tin can select New to start a new email, or selectReply to respond to an existing email thread. Just the Send of Signature feature is available in Compose mode.

• Read – In Read way, yous can view an email but cannot edit it. Read mode enables post-obit three features:
  • Fill up and Sign – It allows the sender (and only the sender) to add together content, sign, and optionally ship a file to some other political party as a completed document.
  • Transport for Signature – It creates an agreement that can have one or multiple recipients other than the sender. The sender may exist a recipient, simply not themerely recipient.
  • Understanding status – It displays a list of the last 10 agreements that include the user, includingTyphoon, Out for Signature, Waiting for me to sign, andSigned.

Send from Etch mode

When launching the add-in from an e-mail, the add-in seeks to include values from the email itself. When composing a new email (either fromNew or Respond button), you tin configure that email as a template before launching the add-in, make short work of renewals, and other boilerplate transactions.

• If an attachment is included in the email, the add together-in attempts to adhere that same file as the agreement document.
• If there are recipients listed in the TO: field (other than the sender), those emails will be imported as the recipient listing, in the order they appear in the TO: field.
• If in that location is content in the Subject line, that literal cord will be used as the Agreement Proper noun.
• If there is content in the trunk of the electronic mail, that content will be imported as the Agreement Message.

All fields can be manually added to or edited. Importing values from the electronic mail is an optional perk, not a requirement.

Documents

At the superlative of the add-in console is the Documents section. These are the files that are attached to the understanding, and presented to the recipients for their signature.

• If you launch the add-in from an email with an zipper on it, that attachment is automatically inserted into the document listing.
• If y'all want to remove a file from the Documents list, click the X on the far right of the document file name.

Simply to the correct of the Documents heading is the + Add Files link that allows you lot to add files to the agreement.

• The documents are presented to the recipients in the lodge they are listed in the add-in panel
• If you lot need to add files from your Adobe Acrobat Sign library, click the More Options link

Supported file formats:

• Word (.dr., .docx)
• PowerPoint (.ppt, .pptx)
• Excel (.xls, xlsx)
• PDF
• HTML
• RTF

TIF/TIFF

JPG/JPEG

BMP

GIF

PNG

Recipients

Nether the Documents listing is the Recipients list.

The lodge of the recipients in the list is the the club in which the recipients are required to sign the understanding.

• If you launch the add-in from an electronic mail 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.
• Recipients can be typed directly into the add-in panel. The panel will reference your Outlook contact list and attempt to match what you are typing to a known contact.
• All recipients have the role of Signer.If you need to set different recipient roles, or send using a parallel/hybrid workflow, selectMore than Options.
• All signers receive a verification electronic mail. If you demand to use a second factor verification method, selectMore Options.

Agreement Proper name / Messages

The Messages section is under the Recipients list.

There are ii fields in this department: Agreement and Understanding Bulletin.

The Agreement Proper name is the meridian field.If you lot are launching the add-in panel from an existing or configured email, the Subject line is imported as the agreement proper name. If in that location is no Subject content, the name of the beginning attached ( Document ) file is inserted as the agreement proper name. You can manually edit the understanding name at any time.

The Agreement Message is included in the Please Sign email. It has post-obit features:

• When the agreement is launched from an existing email, the body content of the e-mail is inserted into the bulletin field.
• If at that place is no content in the email body, a default message is entered: Please review and complete this certificate.
• The Message field as a 1000-character limit.
• In the superlative correct corner of the Message section is a Clear Bulletin link that will remove all the content from the Message window.
• If y'all use Message Templates or Private Messages, use the More Options link.

Preview & Send

The Preview & Ship checkbox invokes the Adobe Acrobat Sign authoring surround once the Adjacent button is clicked.

• When you selectPreview & Send checkbox, the Send push changes to Continue. You may uncheck the Preview & Transport checkbox to revert back to Send.

Send / Go on

This push commits the understanding to the next step, either starting the signature cycle, or opening the authoring environment, depending on how the add together-in panel is configured.

The text of the button tells y'all what to expect:

• Transport – The Ship push ends the configuration stage, and launches the understanding, notifying the outset recipient.
• Continue – When the Preview & Transport checkbox is checked, the button text changes to Proceed
  • Clicking the Continue button opens the Adobe Acrobat Sign authoring surround where you tin review the certificate order, and place class/signature fields as needed
  • Afterward reviewing the document and/or placing whatever fields, the understanding is launched to the first recipient past clicking Transport on the authoring page. You lot are not returned to the add together-in to launch this agreement.

More Options

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 pocket-sized footprint that the add-in occupies. Only for many, those options are critical to the business process.

The More Options link, merely under the Send/Keep button, opens a windowed instance of the Adobe Acrobat Sign Send page, complete with all options available to your business relationship.

All the configured elements in the add-in console are imported to the Transport folio, in the order they exist, and they are fully editable if yous need to make adjustments.

Once the agreement is sent, the add together-in panel presents a success notification.

2 options are available in the mail-send panel:

• View Agreement – Opens a windowed view of the agreement that was just sent
• Adobe Acrobat Sign Menu – This pick changes the panel to show the add-in feature options
  • Send for Signature

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 ship a follow-upwardly electronic mail to the i auto-generated by the Adobe Acrobat Sign system.

Send from Read mode

When reading an existing email thread, yous accept 3 feature options:

• Make full and Sign – Used when yous, and only you, need to make full in a document and apply a signature. No other signers are involved. If y'all get a request to "Fill this out, sign it and send it back to me", this is the choice you are looking for.
• Send for Signature – The standard sending procedure for an understanding where the sender is not the sole signer
• Understanding Status – Shows the status of the last ten agreements involving the user

Make full and Sign

When the Make full and Sign selection is selected, the attachment on the e-mail (if any) is automatically fastened to the agreement definition existence congenital in the add-in panel on the correct side of the window.

Only to the correct of the Document heading is the + Add Files link that allows you to add more files to the agreement. Adding agreements works just like the web application. The documents are presented to the signer in the gild they are listed in the add-in console

Once all the files are fastened, click the Keep button to launch the Make full and Sign window

The Make full and Sign window allows you to:

1. Blazon in text by clicking anywhere on the course and typing

2. Identify checks or solid dots (for check boxes)

3. Apply your signature

4. Apply your initials

For more information on the Fill and Sign backdrop, bank check out this guide.

When the document is completed, click the Washed push in the upper-right corner.

The document volition procedure for a moment, and then open a Reply email with the signed copy of the certificate already fastened.

The add-in panel will show a success message that you have signed the document, and present you with three options:

• View Signed PDF – Opens a view of the signed PDF
• Save a Copy – Downloads a copy of the signed PDF to your local organization
• Adobe Acrobat Sign Card – This choice changes the panel to prove the add-in feature options
  • Fill up and Sign
  • Ship for Signature
  • Agreement Condition

Ship for Signature

ane. When starting an understanding from an email with an attachment, observe that at top of the console is the list of Document files currently "attached".

By default, any file that is attached to the e-mail when the Send for Signature icon is clicked, is automatically attached.

• Deleting that default file is perfectly fine.
• Calculation boosted files is likewise permitted via the Add Files link

2. Only below the Documents section, the Recipients are listed. Recipients are not imported from the email in Read mode.

Click into the white field under the Recipients heading, and start typing either a name or email accost. The add-in shows contacts from your 365 business relationship that match the cord you take typed in, helping to find the right recipient.

The gild that the recipients are entered dictate the signature gild of the understanding (in a sequential signing procedure).

Note: If you are accustomed to setting recipient roles, be aware that all recipients are considered Signers when configured in the add together-in. If other roles are required, click the More Options link under the Send / Continue button.

iii. Under the Recipients list is the Message section, consisting of two fields.

The elevation field is the Proper name of the understanding. By default, this field adopts the proper noun value of the first file fastened to the agreement. It can be manually changed to any value desired.

The second field is the Message text. A default value is entered and can be edited freely.

4. Just under the Message field is the optional Preview & Send checkbox. Checking this box opens a windowed version of the authoring page, exposing all the standard fields and tools for creating forms.

 The authoring folio does not open until the Continue push button is clicked.

5. The Transport / Continue button sends the understanding as currently configured.  If the Preview & Transport check box is checked, the authoring folio opens, allowing fields to be placed on the document.  In one case all fields are placed, click the Send button at the bottom-right of the authoring page.

6. Under the Send / Continue button is the More Options link. Clicking this link opens a windowed version of the Send folio in the web application, exposing all the standard options that you lot would encounter in the application. Any configuration done in the add together-in panel populates to the Transport window, and is fully editable.

All fields and options are available only equally similar the Ship page in the web application, and any changes to the recipient or file list are included in the agreement.

Scroll to the bottom of the window and click Next to enter authoring, or uncheck the Preview & Add Signature Fields box and click Send

Once the agreement is sent, the add-in panel presents a success notification.

Two options are bachelor in the mail service-ship panel:

• View Agreement – Opens a windowed view of the understanding that was just sent
• Adobe Acrobat Sign Menu – This pick changes the console to evidence the add together-in feature options
  • Fill and Sign
  • Transport for Signature
  • Agreement Status

Agreement Status

The Understanding Status pick displays the last ten agreements (based on last update date) that are still open and waiting for some activeness. 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 nigh recent event posted for that agreement, indicating where in the signature process the agreement is.

• The 3 most recent events logged against the agreement are listed (Created, Viewed, Signed, etc.), with the most recent on top
• Clicking theView Understandinglink within the understanding information opens a new window showing the document in its current state
• Documents waiting for your signature display aSign Agreementlink that opens a new window containing the document gear up to sign

At the bottom of the events list is a Track All Agreements link that opens a windowed case of theManage page from the application. From theManage page, the whole history of the account is available.

Add together-in Settings

At the very lesser of the add together-in panel, to the right of Adobe Document Cloud, is a gear icon that opens the add together-in settings:

Upgrade - Trial accounts simply

This link 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 – Breaking the authenticated relationship

The relationship betwixt your Outlook and Adobe Acrobat Sign user accounts is "remembered" by the add-in, and this is why y'all don't take to cosign every time you use the add together-in.

Notwithstanding, information technology's non uncommon for some users to send agreements from multiple Adobe Acrobat Sign accounts.  This necessitates, that the user use the Sign out function to interruption the existing trusted relationship, and so establish a new relationship using the new Adobe Acrobat Sign user business relationship.

To interruption the relationship, click the gear icon at the lesser-right of the add together-in panel. A pop-upwards carte appears and the Sign Out pick is at the pinnacle of that menu.

Aid

A link to this guide and any boosted built content regarding the add together-in

About

This will prompt a modest pop-up that gives information regarding the add together-in you are using.

Privacy Policy

This is a link to the Adobe privacy policy

Installing at the Tenant level

Installing at the tenant level allows the admin to expose the add-in by default, saving the users the installation steps, and ensuring that all users have access without issue.

The enablement is quick and piece of cake, taking only nearly 5 minutes:

ane. Log in as the Tenant admin, and navigate to the Admin console

2. Get to the Substitution admin center

three. Click the add-ins link

4. Click the plus (+) to add together a new add-in, and select Add from the Office Store option in the menu

• The add-in installs as Disabled by default

v. Configure the add together-in

• Assign Users
  
  • 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
    
• Deployment Method
  
  • 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, just they retain the option to remove it from their ribbon
    

6. Click Relieve after selecting your enablement options

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Source: https://helpx.adobe.com/sign/using/microsoft-outlook-signature-add-in.html

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