Extend your Microsoft Office applications with DocEndorse. Connect your Word, PowerPoint, or Outlook applications and begin signing and redacting documents directly within Office 365.

With a Word or PowerPoint document opened, you can sign it yourself, or dispatch it to others for them to sign. You can also rotect sensitive information in these documents by redacting them before your share or store it in the cloud.

Email correspondences with attachments that require signing or editing can be managed directly in Outlook. When composing an email, drag and drop a new document into Outlook and sign it, get others to sign, or redact it before you send. While reading an email, you can sign or redact any attachment in the email and reply with the signed attachment in one go, or you can sign only, or send it out for others to sign.

Signing/Redacting Documents Within Word or PowerPoint

To sign or redact documents within Microsoft Word or PowerPoint you first have to install the DocEndorse for Office application. This can be done by following the steps below:

1. Open the Word/PowerPoint App in Microsoft 365.
2. Select the More Options button.
3. Select Add-ins then More Add-ins.
4. Go to the Store.
5. Search DocEndorse for Office then select Add.
6. The applications will be added to your Word document.
7. Connect the App to your DocEndorse Account by selecting Connect.
8. Then you are ready to sign or redact your document.

After installation and connection you can then proceed to sign or get your documents signed. When you want to sign your documents in the DocEndorse for Office application you must click on the Esign tab and enter the information required. Generally, you will have two options to sign your documents. The self sign switch will determine which option you will use. When the self sign switch is on, you will use the self-sign workflow which allows you to sign a document with yourself as the only signatory. Alternatively, when the self sign switch is off you will use the workflow that allows for multiple signatories. After completing all the required fields you click "Sign Document" button and you will be redirected to the necessary e-sign workflow.

If you have the Redact add-on installed and you have been assign a seat, you can redact either of these document types by clicking on the Redact tab and then on "Redact Document" button.

Uninstalling the "DocEndorse for Office" app is equally easy. While in the app you click on the Accounts tab and the click the "Disconnect" you that will show. You could also disconnect the app by heading to the "Connected Applications" settings located in your DocEndorse portal under "General Settings".

Signing/Redacting Documents Within Microsoft Outlook

To sign or redact documents within Micorsoft Outlook, you follow a similar proceedure to that which is done when trying to sign a document in Word or PowerPoint. You must first install the DocEndorse for Outlook application. This can be done by following the steps below:

1. Open the Outlook App in Microsoft 365.
2. Select More Apps then Select Add Apps.
3. Go to the store.
4. Search for DocEndorse for Outlook then Add.
5. Connect the App to your DocEndorse Account by selecting the Connect button.
6. Then you are ready to sign or redact your document.

Signing and redacting documents within Microsoft Outlook is slighly different to that of Word or PowerPoint. The primary differences between the two are: (a) you are required to supply your own document when using Outlook but you do not when in Word or PowerPoint, and (b) the full workflow depends on whether you are responding to an email or composing one.

The first step in the signing/redacting process is to open the email your are responding to, or hit the compose button in outlook if you are sending an email. You will then have to activate the DocEndorse for Outlook app which would be located in the "More Apps" section if you installed it prior. Locate the document that you want to get signed or redacted. If you are trying to get a document signed this is done from the "ESign" tab, and if you are trying a get a document redacted this is done from the "Redact" tab. Whichever tab you choose (Esign or Redact) you can load a document in one of two ways:

1. Select from the list of attachments that you have already added to the email when composing it, or that is embedded in the email trail when replying to an email that was sent to you.
2. Upload a new document to the workflow by clickling the upload button, or by draging and dropping a new document from your device to the area demarcated by the dotted lines.

You then enter the required information, and determine whether the document will be self-signed or not, as you would do when e-signing or redacting a document in either Microsoft Word or PowerPoint. Upon clicking the Sign Document or Redact Document button you will be re-direct to the appropriate workflow to complete your task.

At the end of the e-sign or redact workflow you will be asked if you would like to attach the new (edited) document in a reply to the email that was opened, or attach the new document to the email that you were composing.