Signing Documents Within Microsoft Outlook

To sign documents within Microsoft Outlook, you must first install the DocEndorse for Outlook application. This can be done by following the steps below:

NOTE: For information on redacting emails or documents in Outlook please visit the help and support page at Obfys. Obfys Help

• Open the Outlook App in Microsoft 365.
• Select More Apps then Select Add Apps.
• Go to the store.
• Search for DocEndorse for Outlook then Add.
• Connect the App to your DocEndorse Account by selecting the Connect button.
• Then you are ready to sign your document.

Signing documents within Microsoft Outlook is slighly different to that of Word or PowerPoint. The primary differences between the two are:

• You are required to supply your own document and,
• The full workflow depends on whether you are responding to an email or composing one.

The first step in the signing 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. If you are trying to get a document signed this is done from the "ESign" tab.

Whichever tab you choose you can load a document in one of two ways:

• 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.
• 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 a document in either Microsoft Word, Excel or PowerPoint. Upon clicking the Sign Document Document button you will be re-directed to the appropriate workflow to complete your task.

At the end of the e-sign 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.