In Outlook Email Where Is the Review Button Located

Overview

The Adobe Acrobat Sign for Outlook add-in allows you to configure a new understanding from inside an email client. You can send agreements with new emails, or reply to an existing e-mail by importing the recipient listing and automatically attaching any files from the source electronic mail.

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 business relationship – All user tin perfrom this sometime process without elevated system permissions.
• Plant the authenticated connection between Outlook and Adobe Acrobat Sign – Once the add-in is enabled, yous must authenticate to both enviroments to create a trust human relationship between Microsoft and Adobe Acrobat Sign.
• Use Adobe Acrobat Sign add-in – It explains most the features and uses of the Adobe Acrobat Sign.

Microsoft 365 admins can centrally install the add-in at the tenant level, and control access at the user level if desired.

Annotation: During authentication and use of the add together-in, Outlook 365 volition prompt an authorization panel when attempting to open up a new window. When this happens, clickPermit.

Prerequisites

Supported products:

• Exchange Online

Clients:

• Outlook 2013 (Windows v15+)
• Outlook 2016 (Windows v16+)
• Outlook Online – Using:
  • Chrome - current version
  • Firefox - current version
  • Safari - current version
  • Border - current version
• Outlook 2016 (Mac v15.35+)

You also demand to comply with the bones Microsoft requirements to use Office

• This add-in is not supported in mobile browsers and mobile apps.
• For the add-in to properly work, cookies must be enabled in the browser.
• Use of the Desktop application requires that cookies be enabled in Internet Explorer.
• Private/Incognito browser sessions are not supported.
• Popular-upward blockers must be disabled to apply the automatic reply aspect of the Fill and Sign feature.

Edge browsers

For the add together-in to piece of work seamlessly in Border browsers, you must trust the below sites in your browser security configuration:

•     https://*.echocdn.com
•     https://*.echosign.com
•     https://*.adobesigncdn.com
•     https://*.adobesign.com
•     https://*.microsoftonline.com
•     https://*.part.com
•     https://*.office365.com
•     https://*.live.com (If using a Alive business relationship)
•     https://*.sharepoint.com
•     If using a third-party identity direction arrangement, that URL needs to be added equally well
  

Mac Loftier Sierra Bone

High Sierra users may run into an consequence while trying to access the add-in from the Outlook desktop app (version sixteen.eleven up) that throws a generic error bulletin from Adobe Acrobat Sign stating that the cookies are non enabled.

If this happens:

• Open up the add-inSettings, and Sign Out
• Re-authenticate to the service by clickingGet Started

If re-authenticating fails to right the trouble, contact customer support.

Enable Adobe Acrobat Sign for Outlook Add together-in

The Adobe Acrobat Sign for Outlook add-in tin exist installed in both the web based and desktop launched applications. Installing the application in one environment enables information technology in both

Access to the store is slightly different in each environment, and instructions are provided beneath for both.

Install the add together-in for OWA (the web-based client)

one. Log in to your 365 Outlook account and select the Post.

2. Select the gear icon in the upper-correct corner of the screen.

3. Select Manage integrations to load theAdd-ins for Outlookpage.

iv. In the tiptop-left Search box, type Adobe Acrobat Sign and select the search icon.

5. LocateAdobe Acrobat Sign for Outlook and selectOn to enable the integration.
In one case done, yous see Successfully added message, as shown below.

six. Close the Add-ins page.

seven.To access the add together-in, open up whatsoever electronic mail. 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 just 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)

When y'all invoke the add-in from a Respond email, a pop-out menu volition appear prompting you to select one of 3 functions (every bit described in Using the add together-in section).

Install the add-in for the desktop Outlook client

1. Open your desktop Outlook application.

two. Navigate to the Home tab, and select the Store icon in the Add-ins department.

If the Store button is not visible in your ribbon options, and then it is likely that your Office admin has disallowed private store access.

Contact your Office admin or Information technology squad to allow access, or deploy the add-in to your organization.

3. In the top left search box, type Adobe and click the search icon.

4. LocateAdobe Acrobat Sign for Outlook and selectAdd to enable the add-in.

• Once done, you lot run into Added and a bluish bank check indicating the add-in is available.

Afterwards enabling the add-in, you see a new Adobe Acrobat Sign section (with 3 icons) in your ribbon on the Domicile tab:

Institute the authenticated relationship

In one case the add-in is enabled within the email client, you must create a relationship between your Microsoft account, and your Adobe Acrobat Sign business relationship. This ensures that you, and only you, are sending agreements through your Adobe Acrobat Sign user.

The configuration process is quick, and merely requires that you know how to authenticate to the two systems.

Once you have established this relationship, you do not need to authenticate once again to either arrangement. The authenticated relationship is persistent unless explicitly deleted by signing out of the add-in.

To constitute the trust:

one. Click the New Email button as if you were composing a new email.

2. Detect the Adobe Acrobat Sign icon in the email folio layout and select Send for Signature.

• This opens the add-in panel on the correct side of the window.

3. Click theGet Started button in the add-in console

• TheGo Free Triallink opens a new window to the Adobe Acrobat Sign 30-solar day costless trial registration page. If you don't already take an Adobe Acrobat Sign account, sign up for the complimentary trial earlier you continue.
  
  • Accounts in the Acrobat Sign for Government environment exercise not take access to free trials.

iv. If prompted to authenticate into the 365 environment, select the user that you lot want to sign-in with. The user yous are already authenticated as appears at the tiptop of the list.

v. When prompted to grant access to the add-in, select Accept.
A new window opens to capture the authentication for Adobe Acrobat Sign.

6. Authenticate using your Adobe Acrobat Sign credentials.

7. After authenticating to Adobe Acrobat Sign, select Allow Access.

Once the Adobe Acrobat Sign authentication is successful, the add-in panel on the right changes to evidence the add-in splash page. SelectGot Information technologyto open the configuration panel.

The trusted relationship is in identify and remains functional until you sign out of the add-in.

Disabling/uninstalling the add together-in does not delete the trusted human relationship.

Apply Adobe Acrobat Sign for Outlook add-in

With the trust relationship to Adobe Acrobat Sign established, yous tin can start sending agreements directly from your electronic mail customer.

In the context of this add-in, Outlook has two modes:

• Compose – In Compose fashion, you can type or add attachments to the email. You can select New to start a new email, or selectReply to answer to an existing email thread. Only the Transport of Signature feature is available in Compose mode.

• Read – In Read mode, you tin can view an email but cannot edit it. Read mode enables following iii features:
  • Fill and Sign – It allows the sender (and merely the sender) to add content, sign, and optionally send a file to another party as a completed document.
  • Send for Signature – It creates an understanding that tin can have i or multiple recipients other than the sender. The sender may be a recipient, just not theonly recipient.
  • Agreement status – It displays a listing of the terminal ten agreements that include the user, includingTyphoon, Out for Signature, Waiting for me to sign, andSigned.

Send from Compose mode

When launching the add-in from an electronic mail, the add-in seeks to include values from the email itself. When composing a new email (either fromNew or Respond button), you lot can configure that e-mail as a template before launching the add-in, make short piece of work of renewals, and other boilerplate transactions.

• 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 exist imported every bit the recipient list, in the order they appear in the TO: field.
• If in that location is content in the Subject line, that literal string will exist used as the Agreement Proper name.
• If there is content in the body of the email, that content volition be imported as the Understanding Message.

All fields tin be manually added to or edited. Importing values from the email is an optional perk, not a requirement.

Documents

At the pinnacle of the add-in panel is the Documents department. These are the files that are attached to the agreement, and presented to the recipients for their signature.

• If y'all launch the add-in from an email with an attachment on it, that attachment is automatically inserted into the certificate list.
• If you desire to remove a file from the Documents list, click the X on the far right of the document file name.

Just to the right of the Documents heading is the + Add Files link that allows y'all to add files to the agreement.

• The documents are presented to the recipients in the order they are listed in the add-in panel
• If y'all need to add files from your Adobe Acrobat Sign library, click the More than Options link

Supported file formats:

• Word (.dr., .docx)
• PowerPoint (.ppt, .pptx)
• Excel (.xls, xlsx)
• PDF
• HTML
• RTF

TIF/TIFF

JPG/JPEG

BMP

GIF

PNG

Recipients

Under the Documents list is the Recipients list.

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

• If you launch the add-in from an email that has the TO: field configured, the recipients are imported to the add-in panel in the gild they are listed in the TO: field.
• Recipients can be typed directly into the add-in panel. The panel will reference your Outlook contact list and attempt to match what you lot are typing to a known contact.
• All recipients have the role of Signer.If you need to fix different recipient roles, or send using a parallel/hybrid workflow, selectMore Options.
• All signers receive a verification email. If you lot need to utilize a 2nd cistron verification method, selectMore Options.

Agreement Name / Messages

The Messages section is under the Recipients list.

There are ii fields in this section: Agreement and Agreement Bulletin.

The Agreement Name is the top field.If yous are launching the add-in console from an existing or configured electronic mail, the Subject field line is imported every bit the agreement proper noun. If there is no Subject content, the proper noun of the first attached ( Document ) file is inserted as the understanding name. You tin can manually edit the agreement proper name at any time.

The Understanding Bulletin is included in the Please Sign electronic mail. Information technology has following features:

• When the understanding is launched from an existing electronic mail, the body content of the electronic mail is inserted into the message field.
• If in that location is no content in the electronic mail body, a default message is entered: Delight review and complete this document.
• The Bulletin field equally a thousand-character limit.
• In the elevation right corner of the Message section is a Clear Bulletin link that will remove all the content from the Message window.
• If yous use Bulletin Templates or Private Messages, apply the More Options link.

Preview & Transport

The Preview & Transport checkbox invokes the Adobe Acrobat Sign authoring environment once the Next button is clicked.

• When yous selectPreview & Send checkbox, the Transport button changes to Continue. You may uncheck the Preview & Send checkbox to revert back to Send.

Send / Continue

This push commits the agreement to the next stride, either starting the signature wheel, or opening the authoring surround, depending on how the add-in console is configured.

The text of the button tells you what to expect:

• Send – The Send push button ends the configuration stage, and launches the understanding, notifying the start recipient.
• Continue – When the Preview & Send checkbox is checked, the push text changes to Go along
  • Clicking the Keep button opens the Adobe Acrobat Sign authoring environment where you can review the document club, and place form/signature fields every bit needed
  • Later on reviewing the document and/or placing any fields, the agreement is launched to the commencement recipient by clicking Send on the authoring folio. You are not returned to the add-in to launch this agreement.

More Options

Adobe Acrobat Sign offers a wider set up of options than can reasonably be installed into an add-in. Features similar 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.

The More than Options link, merely under the Send/Continue button, opens a windowed instance of the Adobe Acrobat Sign Ship folio, complete with all options available to your account.

All the configured elements in the add together-in console are imported to the Send page, in the club they exist, and they are fully editable if yous need to make adjustments.

Once the agreement is sent, the add-in panel presents a success notification.

Two options are available in the postal service-send console:

• View Agreement – Opens a windowed view of the understanding that was merely sent
• Adobe Acrobat Sign Menu – This option changes the panel to show the add-in feature options
  • Send for Signature

Additionally, a banner is added to the email trunk, indicating that the agreement is available to sign in a separate email.

This is provided in the issue that the sender wants to send a follow-up email to the one auto-generated by the Adobe Acrobat Sign system.

Send from Read mode

When reading an existing email thread, you have three characteristic options:

• Fill and Sign – Used when you, and only y'all, demand to fill in a document and apply a signature. No other signers are involved. If you get a asking to "Fill up this out, sign it and send it back to me", this is the selection y'all are looking for.
• Send for Signature – The standard sending process for an agreement where the sender is non the sole signer
• Agreement Condition – Shows the status of the final ten agreements involving the user

Fill and Sign

When the Make full and Sign option is selected, the attachment on the e-mail (if any) is automatically attached to the agreement definition being built in the add-in console on the right side of the window.

Just to the right of the Document heading is the + Add Files link that allows y'all to add more than files to the agreement. Adding agreements works just like the web awarding. The documents are presented to the signer in the order they are listed in the add-in panel

Once all the files are fastened, click the Go along button to launch the Fill and Sign window

The Make full and Sign window allows you to:

ane. Type in text past clicking anywhere on the course and typing

2. Place checks or solid dots (for check boxes)

3. Apply your signature

4. Apply your initials

For more information on the Make full and Sign properties, check out this guide.

When the document is completed, click the Done button in the upper-right corner.

The document will process for a moment, and so open a Respond email with the signed re-create of the document already fastened.

The add-in panel will show a success message that you have signed the document, and present you lot with three options:

• View Signed PDF – Opens a view of the signed PDF
• Save a Copy – Downloads a copy of the signed PDF to your local organization
• Adobe Acrobat Sign Bill of fare – This choice changes the panel to show the add together-in feature options
  • Fill and Sign
  • Send for Signature
  • Understanding Status

Send for Signature

1. When starting an understanding from an email with an attachment, notice that at acme of the panel is the list of Certificate files currently "fastened".

By default, whatsoever file that is attached to the email when the Ship for Signature icon is clicked, is automatically attached.

• Deleting that default file is perfectly fine.
• Adding additional files is as well permitted via the Add Files link

2. Just beneath the Documents section, the Recipients are listed. Recipients are non imported from the email in Read mode.

Click into the white field under the Recipients heading, and commencement typing either a proper name or electronic mail address. The add-in shows contacts from your 365 business relationship that lucifer the string you have typed in, helping to find the correct recipient.

The order that the recipients are entered dictate the signature social club of the agreement (in a sequential signing procedure).

Note: If you are accustomed to setting recipient roles, be aware that all recipients are considered Signers when configured in the add-in. If other roles are required, click the More Options link under the Ship / Keep button.

three. Nether the Recipients listing is the Message section, consisting of ii fields.

The top field is the Name of the agreement. By default, this field adopts the name value of the starting time file fastened to the agreement. It tin be manually inverse to whatsoever value desired.

The 2d field is the Bulletin text. A default value is entered and can be edited freely.

4. But under the Bulletin field is the optional Preview & Send checkbox. Checking this box opens a windowed version of the authoring page, exposing all the standard fields and tools for creating forms.

 The authoring page does not open until the Continue button is clicked.

5. The Send / Continue push button sends the agreement every bit currently configured.  If the Preview & Ship cheque box is checked, the authoring folio opens, allowing fields to be placed on the document.  Once all fields are placed, click the Send push at the lesser-right of the authoring page.

half dozen. Under the Ship / Proceed button is the More than Options link. Clicking this link opens a windowed version of the Ship page in the spider web application, exposing all the standard options that you lot would see in the application. Whatsoever configuration done in the add-in console populates to the Send window, and is fully editable.

All fields and options are available merely as similar the Send page in the web application, and whatsoever changes to the recipient or file list are included in the understanding.

Curlicue to the lesser of the window and click Next to enter authoring, or uncheck the Preview & Add together Signature Fields box and click Send

One time the agreement is sent, the add-in panel presents a success notification.

Two options are bachelor in the post-transport panel:

• View Agreement – Opens a windowed view of the agreement that was just sent
• Adobe Acrobat Sign Menu – This choice changes the console to testify the add-in feature options
  • Fill up and Sign
  • Ship for Signature
  • Understanding Status

Understanding Status

The Agreement Status selection displays the last ten agreements (based on last update date) that are still open up 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 tin be expanded to expose the most recent event posted for that understanding, indicating where in the signature process the agreement is.

• The three nigh contempo events logged against the understanding are listed (Created, Viewed, Signed, etc.), with the most recent on top
• Clicking theView Agreementlink within the understanding information opens a new window showing the certificate in its electric current country
• Documents waiting for your signature brandish aSign Agreementlink that opens a new window containing the document ready to sign

At the bottom of the events listing is a Track All Agreements link that opens a windowed case of theManage page from the application. From theManage page, the whole history of the account is available.

Add together-in Settings

At the very bottom of the add together-in panel, to the right of Adobe Certificate Deject, is a gear icon that opens the add-in settings:

Upgrade - Trial accounts merely

This link opens a new window to the Adobe Acrobat Sign Upgrade process where you tin purchase access to Adobe Acrobat Sign on a monthly subscription.

Sign Out – Breaking the authenticated human relationship

The relationship between your Outlook and Adobe Acrobat Sign user accounts is "remembered" by the add together-in, and this is why y'all don't have to authenticate every time you use the add-in.

However, it's not uncommon for some users to send agreements from multiple Adobe Acrobat Sign accounts.  This necessitates, that the user use the Sign out function to break the existing trusted relationship, and then found a new relationship using the new Adobe Acrobat Sign user account.

To break the human relationship, click the gear icon at the bottom-right of the add together-in panel. A pop-upwardly bill of fare appears and the Sign Out option is at the tiptop of that card.

Help

A link to this guide and any additional built content regarding the add-in

About

This will prompt a small pop-up that gives information regarding the add-in you are using.

Privacy Policy

This is a link to the Adobe privacy policy

Installing at the Tenant level

Installing at the tenant level allows the admin to expose the add-in by default, saving the users the installation steps, and ensuring that all users have access without consequence.

The enablement is quick and piece of cake, taking only about 5 minutes:

1. Log in as the Tenant admin, and navigate to the Admin panel

2. Go to the Substitution admin heart

three. Click the add together-ins link

4. Click the plus (+) to add a new add-in, and select Add together from the Office Store option in the carte du jour

• The add-in installs every bit Disabled past default

5. Configure the add together-in

• Assign Users
  
  • Everyone - Applies the deployment method to all users in the Tenant
    
  • Specific users/groups - Applies the deployment method to only the selected users or groups
    
  • Just me - Applies the deployment method to just the user (admin) doing the configuration
    
• Deployment Method
  
  • Fixed (Default) - The add-in is automatically deployed to the assigned users and they are not allowed to remove it from their ribbon
    
  • Available -Users can install the add-in by clicking the Get More add-ins button on the habitation ribbon in Outlook
    
  • Optional - The add together-in is automatically deployed to the assigned users, just they retain the option to remove information technology from their ribbon
    

half dozen. Click Save later selecting your enablement options

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Source: https://helpx.adobe.com/sign/using/microsoft-outlook-signature-add-in.html

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