![]() When adding recipients, DocuSign now automatically pulls in information for contacts within your organization. Pull recipients from within your own company (Azure AD) If you choose to send templates, you now have the ability to send out multiple templates at once. When you open DocuSign while composing a new message or reply, you can either upload files for signature, or select from existing DocuSign templates that have all the fields pre-loaded. Select more than one template when composing an email Simply drag and drop the recipients in the desired order right within the app. When you receive or send a document and need signatures from multiple signers, it’s now easier to indicate the order of signers. ![]() After adding DocuSign for Outlook, you’ll access DocuSign in two ways: 1) Compose an email, then find DocuSign under “Apps” or 2) View an email that contains an attachment you’d like to sign, then click the DocuSign button that appears automatically. Once you’ve logged in, you won’t have to re-enter that information. In DocuSign for Microsoft Office 365, you can either log in with your existing Office 365 or DocuSign login. After you install the app, you’ll be able to add 5 free signature requests with a Microsoft account and 10 free signature requests with an Office 365 account. This allows you to add eSignature fields to emails you send and to sign documents yourself, all without leaving Outlook. ![]() Read more about how to use DocuSign eSignature in Outlook and Word: DocuSign eSignature for Microsoft OutlookĭocuSign can be added directly to Microsoft Outlook with the DocuSign for Outlook app. You can also add fields for electronic signatures or electronically sign documents yourself without needing to download the document or transfer it to another application. Integrating eSignature into applications like Outlook and Word saves users a ton of time by eliminating the need to print, scan and fax documents to get signatures. If they weren't, and you're still having trouble, tell us what you were trying to do, and what problems you encountered.DocuSign eSignature integrates with the most commonly used business applications like Microsoft Office 365 to make it easy to sign and collect signatures right from the apps you use most. Were these steps helpful? If so, please let us know at the bottom of this topic. You'll have access to your subscription until it expires.Īs a Microsoft 365 subscriber, you can contact support for free to get help with account and billing issues. If you don't see options for Turn off recurring billing or Cancel, but instead see Paid with and None, it means your subscription will end on the date specified in Expires on.įollow the prompts to turn off recurring billing. If you see a Turn on recurring billing link, it means recurring billing is already turned off. Otherwise, you'll have access to your subscription until it expires. If you choose to get a refund, the subscription will go into reduced functionality mode immediately. You might be given the choice to get a refund for unused time. If you see a Cancel link, choose it to cancel the subscription. If you see a Turn off recurring billing link, choose it to turn recurring billing off. On the Services & subscriptions page, locate your Microsoft 365 subscription and then select Manage. If prompted, sign in with the Microsoft account email and password associated with your Microsoft 365 subscription.
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