Connect With Office 365 (Word, PowerPoint, Excel)

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

To sign or redact documents within Microsoft Word, Excel, 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.

The applications will be added to your Word document. - Connect the App to your DocEndorse Account by selecting Connect.

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. Use the self sign switch to determine which option you want. 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 document by clicking on the Redact tab and then on the "Redact Document" button.

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