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Click here to install the add-in from the Microsoft store. 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. Microsoft admins can centrally install the add-in at the tenant level , and control access at the user level if desired.

Note : During authentication and use of the add-in, Outlook will prompt an authorization panel when attempting to open a new window. When this happens, select Allow. For the add-in to work seamlessly in Edge browsers, you must trust the below 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 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 load the Add-ins for Outlook page, select Manage integrations. In the top-left Search box, type Adobe Acrobat Sign and select the search icon. 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. Navigate to the Home tab, and select the Store icon in the Add-ins 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.

After enabling the add-in, you see a new Adobe Acrobat Sign section with three icons in your ribbon on the Home tab:. 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 to ensure that only you are able to send agreements through your Adobe Acrobat Sign user. 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. If prompted to authenticate into the 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. When prompted to grant access to the add-in, select Accept. A new window opens to capture the authentication for Adobe Acrobat Sign. 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. Once the trust relationship with Adobe Acrobat Sign is established, you can send agreements directly from your email client.

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.

The order of the recipients in the list is the the order in which the recipients are required to sign the agreement. 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. 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.

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. 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. 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:. 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.

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. Legal Notices Online Privacy Policy. Adobe Acrobat Sign for Outlook Add-in: User Guide helps you learn how to: Install and enable Adobe Acrobat Sign add-in on your Outlook account — All user can perfrom this one-time process without elevated system permissions.

Establish the authenticated connection between Outlook and Adobe Acrobat Sign — Once the add-in is enabled, you must authenticate to both enviroments to create a trust relationship between Microsoft and Adobe Acrobat Sign. Mobile browsers and mobile apps are not supported. Edge browsers. Mac High Sierra OS. If this happens: Open the add-in Settings , and Sign Out Re-authenticate to the service by clicking Get Started If re-authenticating fails to correct the problem, contact customer support.

Installing the application in one environment enables it in both Access to the store is slightly different in each environment. Log in to your Outlook account and select Mail. Select the gear icon in the upper-right corner of the screen.

It displays a 'Successfully added' message, as shown below. Close the Add-ins page. 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 only have the option to Send for Signature.

Reply emails — When replying to an email, the icon is found in the upper, mid-right corner of the window depending on how many add-ins you have installed. Open your desktop Outlook application. Contact your Office admin or IT team to allow access, or deploy the add-in to your organization.

In the top left search box, type Adobe and select the search icon. Once done, you see Added and a blue check indicating the add-in is available.

Establish the authenticated relationship. To establish the trust: 1. Click the New Email button as if you were composing a new email. This opens the add-in panel on the right side of the window.

Accounts in the Acrobat Sign for Government environment do not have access to free trials. Authenticate using your Adobe Acrobat Sign credentials. Use Adobe Acrobat Sign for Outlook add-in. For handling emails, Outlook has the following two modes:. In Compose mode, you can type or add attachments to the email.

To start a new email, select New. To reply to an existing email thread, select Reply to Only Send of Signature feature is available in Compose mode. To send emails from Compose mode:. If an attachment is included in the email, the add-in attempts to attach 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 list, in the order they appear in the TO: field. If there is content in the Subject line, that literal string will be used as the Agreement Name.

If there is content in the body of the email, that content will be imported as the Agreement Message. To add Documents:.