Outlook - Add a third-party application Video

Discover how to add a third-party application like Adobe Sign to Outlook for seamless document management. With Adobe Sign, you can securely send, sign, and track documents directly within Outlook, streamlining the preparation and sending of agreements. Watch the video to boost your productivity and simplify document management!

  • 02:40
  • 250 views

Objectifs :

This video aims to demonstrate how to integrate Adobe Sign into Outlook, enhancing document management and productivity by allowing users to send, sign, and track documents directly from their inbox.

Chapitres :

  1. Introduction to Outlook Integration
    Outlook provides seamless access to various applications within the Microsoft 365 suite, including Bookings, To Do, and OneDrive. Users can also open applications like Word and Excel directly from the navigation bar, enhancing their workflow without leaving the application.
  2. Installing Adobe Sign
    In this video, we will focus on installing Adobe Sign, an electronic signature solution that simplifies the secure sending, signing, and tracking of documents. By integrating Adobe Sign into Outlook, document management becomes more efficient, allowing users to prepare and send agreements directly from their inbox.
  3. Steps to Install Adobe Sign
    Array
  4. Using Adobe Sign in Outlook
    After installation, return to your mail and create a new message. Select the icon for other applications. If the installation was successful, Adobe Sign should appear in the list. Pin it for easier access. You can now compose your email, specify the recipients who need to sign the document, and attach the document to be filled and signed.
  5. Sending Documents for Signature
    Array
  6. Configuring Signature Fields
    Array
  7. Confirmation and Completion
    Array
  8. Conclusion
    The integration of Adobe Sign into Outlook significantly simplifies the process of managing and signing documents, greatly enhancing efficiency and productivity for users.

FAQ :

What is Microsoft 365?

Microsoft 365 is a cloud-based suite of productivity applications that includes tools like Outlook, Word, Excel, and OneDrive, designed to enhance collaboration and efficiency.

How does Adobe Sign work with Outlook?

Adobe Sign integrates with Outlook to allow users to send documents for electronic signature directly from their email. Users can prepare, send, and track documents without leaving their inbox.

What are the benefits of using electronic signatures?

Electronic signatures streamline the signing process, reduce paperwork, enhance security, and improve efficiency by allowing documents to be signed and tracked digitally.

Can I install third-party applications in Outlook?

Yes, Outlook allows users to install third-party applications that can enhance productivity and provide additional functionalities.

What should I do if I encounter issues during the installation of Adobe Sign?

If you encounter issues during installation, ensure you are logged into your Adobe account and check for any updates or permissions required for the application to function properly.

Quelques cas d'usages :

Streamlining Contract Management

Businesses can use Adobe Sign integrated with Outlook to manage contracts more efficiently. By sending contracts for signature directly from their email, teams can reduce turnaround time and improve workflow.

Enhancing Client Onboarding

Firms can utilize Adobe Sign to facilitate the onboarding process for new clients. By sending necessary documents for electronic signature, they can ensure a smooth and quick onboarding experience.

Improving Document Approval Processes

Organizations can implement Adobe Sign within Outlook to streamline document approval processes. This allows for faster approvals and reduces the need for physical document handling.

Facilitating Remote Work

With the rise of remote work, teams can leverage Adobe Sign to send and sign documents from anywhere. This ensures that business operations continue smoothly without the need for in-person meetings.

Reducing Paper Usage

By using Adobe Sign for document signing, companies can significantly reduce their paper usage, contributing to sustainability efforts while also saving on printing and mailing costs.

Glossaire :

Microsoft 365

A cloud-based suite of productivity applications and services offered by Microsoft, including tools like Outlook, Word, Excel, and OneDrive.

Adobe Sign

An electronic signature solution that allows users to send, sign, and track documents securely. It integrates with various applications, including Outlook, to streamline document management.

Electronic Signature

A digital version of a handwritten signature that is used to sign documents electronically, ensuring authenticity and integrity.

Document Management

The process of storing, organizing, and tracking electronic documents and images of paper-based information for easy retrieval and management.

Integration

The process of connecting different applications or systems to work together seamlessly, allowing for improved functionality and efficiency.

Productivity

The measure of efficiency in producing goods or services, often enhanced through the use of technology and effective management practices.

résultat(s)
00:00:06
365 suite such as bookings to do and onedrive.
00:00:11
Without leaving the application.
00:00:13
You can also open applications like word Excel, et cetera via the navigation bar.
00:00:20
You can also install third party applications
00:00:23
that can help boost your productivity.
00:00:26
In this video, we will install Adobe sign.
00:00:29
Adobe sign is an electronic signature solution that
00:00:33
facilitates the secure sending signing and tracking of documents
00:00:37
by integrating it directly into outlook
00:00:39
document management becomes simpler because it
00:00:41
allows you to prepare and send agreements without leaving your inbox,
00:00:45
thereby increasing efficiency and productivity.
00:00:48
Click on more apps in the navigation bar, then click on add apps
00:00:53
in the search bar on the left type Adobe sign
00:00:58
in the search results. Select Adobe sign for outlook
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in the window that opens. Click on add
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note, Adobe sign is a paid application
00:01:08
during installation. You may be prompted to log in to your Adobe account,
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return to your mail and create a new message.
00:01:17
Select the icon for other applications.
00:01:19
If the installation was successful,
00:01:21
it should appear in this list pin it for easier access.
00:01:26
You can now compose your email specify the recipients who need to sign the document,
00:01:30
then attach the document to be filled and signed as an attachment.
00:01:37
Click on Adobe sign,
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all information is automatically populated based on your email.
00:01:42
Don't forget to check preview and send to add the fields to be filled and signed.
00:01:47
Click continue. Then allow the application to open a new window
00:01:51
in the options on the right,
00:01:53
drag the appropriate fields to the areas to be completed.
00:01:56
For example, in the data field,
00:01:58
drag text input to the location where you want text to be added,
00:02:02
do the same for the location where you want the signer to place their signature.
00:02:08
Once everything is configured, you can send
00:02:11
a confirmation of a successful send will be provided and
00:02:14
you will not need to send the email again.
00:02:17
You can then close your message
00:02:19
after the document is filled and signed,
00:02:22
you and the signer will receive a confirmation
00:02:24
message with the completed and signed document attached.
00:02:28
The integration of Adobe sign into outlook significantly
00:02:31
simplifies the process of managing and signing documents.
00:02:34
Thus greatly enhancing efficiency and productivity.

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résultat(s)
00:00:03
O Outlook permite-lhe aceder directamente às aplicações da Microsoft
00:00:06
365 suítes tais como reservas para fazer e onedrive.
00:00:11
Sem sair da aplicação.
00:00:13
Também pode abrir aplicações como Word Excel, etc., através da barra de navegação.
00:00:20
Também pode instalar aplicações de terceiros
00:00:23
que podem ajudar a aumentar a sua produtividade.
00:00:26
Neste vídeo, vamos instalar o Adobe Sign.
00:00:29
O Adobe sign é uma solução de assinatura eletrónica que
00:00:33
facilita o envio seguro, assinatura e rastreamento de documentos
00:00:37
integrando-o diretamente no outlook
00:00:39
a gestão documental torna-se mais simples porque
00:00:41
permite preparar e enviar acordos sem sair da sua caixa de entrada,
00:00:45
aumentando assim a eficiência e a produtividade.
00:00:48
Clique em mais aplicações na barra de navegação e, em seguida, clique em adicionar aplicações
00:00:53
na barra de pesquisa à esquerda digite Adobe sign
00:00:58
nos resultados da pesquisa. Seleccione Adobe sign para o Outlook
00:01:02
na janela que se abre. Clique em adicionar
00:01:05
nota, o Adobe sign é uma aplicação paga
00:01:08
durante a instalação. Poderá ser-lhe solicitado que inicie sessão na sua conta Adobe,
00:01:13
retorne ao seu e-mail e crie uma nova mensagem.
00:01:17
Seleccione o ícone para outras aplicações.
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Se a instalação foi bem sucedida,
00:01:21
deve aparecer nesta lista fixá-la para facilitar o acesso.
00:01:26
Agora pode repor o seu e-mail, especifique os destinatários que precisam de assinar o documento,
00:01:30
em seguida, anexar o documento a preencher e assinar como anexo.
00:01:37
Clique em Adobe sign,
00:01:38
todas as informações são preenchidas automaticamente com base no seu e-mail.
00:01:42
Não se esqueça de verificar a pré-visualização e enviar para adicionar os campos a preencher e assinar.
00:01:47
Clique em continuar. Em seguida, permita que a aplicação abra uma nova janela
00:01:51
nas opções à direita,
00:01:53
arraste os campos apropriados para as áreas a preencher.
00:01:56
Por exemplo, no campo dos dados,
00:01:58
arraste a entrada de texto para o local onde pretende que o texto seja adicionado,
00:02:02
faça o mesmo para o local onde deseja que o signatário coloque a sua assinatura.
00:02:08
Assim que tudo estiver configurado, pode enviar
00:02:11
será fornecida uma confirmação de um envio bem-sucedido e
00:02:14
não terá de enviar o e-mail novamente.
00:02:17
Pode então fechar a sua mensagem
00:02:19
depois de preenchido e assinado o documento,
00:02:22
você e o signatário receberão uma confirmação
00:02:24
mensagem com o documento preenchido e assinado anexado.
00:02:28
A integração do Adobe sign no outlook significativamente
00:02:31
simplifica o processo de gestão e assinatura de documentos.
00:02:34
Aumentando assim muito a eficiência e a produtividade.

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résultat(s)
00:00:03
Outlook consente di accedere direttamente alle applicazioni di Microsoft
00:00:06
Suite 365 come booking to do e onedrive.
00:00:11
Senza uscire dall'applicazione.
00:00:13
Puoi anche aprire applicazioni come Word Excel e così via tramite la barra di navigazione.
00:00:20
Puoi anche installare applicazioni di terze parti
00:00:23
che possono aiutarti a incrementare la tua produttività.
00:00:26
In questo video installeremo Adobe Sign.
00:00:29
Adobe sign è una soluzione di firma elettronica che
00:00:33
facilita l'invio sicuro, la firma e il tracciamento dei documenti
00:00:37
integrandolo direttamente in Outlook
00:00:39
la gestione dei documenti diventa più semplice perché
00:00:41
ti consente di preparare e inviare accordi senza uscire dalla tua casella di posta,
00:00:45
aumentando così l'efficienza e la produttività.
00:00:48
Fai clic su altre app nella barra di navigazione, quindi fai clic su aggiungi app
00:00:53
nella barra di ricerca a sinistra digita Adobe sign
00:00:58
nei risultati della ricerca. Seleziona Adobe Sign per Outlook
00:01:02
nella finestra che si apre. Fai clic su aggiungi
00:01:05
nota, Adobe Sign è un'applicazione a pagamento
00:01:08
durante l'installazione. È possibile che ti venga richiesto di accedere al tuo account Adobe,
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torna alla tua posta e crea un nuovo messaggio.
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Seleziona l'icona per altre applicazioni.
00:01:19
Se l'installazione è andata a buon fine,
00:01:21
dovrebbe apparire in questo elenco, aggiungilo per un accesso più facile.
00:01:26
Ora puoi comporre la tua email specificando i destinatari che devono firmare il documento,
00:01:30
quindi allega il documento da compilare e firmare come allegato.
00:01:37
Fai clic su Adobe Sign,
00:01:38
tutte le informazioni vengono compilate automaticamente in base alla tua email.
00:01:42
Non dimenticare di controllare l'anteprima e inviare per aggiungere i campi da compilare e firmare.
00:01:47
Fai clic su continua. Quindi consenti all'applicazione di aprire una nuova finestra
00:01:51
nelle opzioni a destra,
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trascina i campi appropriati nelle aree da completare.
00:01:56
Ad esempio, nel campo dati,
00:01:58
trascina il testo immesso nella posizione in cui desideri aggiungere il testo,
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fai lo stesso per la posizione in cui desideri che il firmatario apponga la propria firma.
00:02:08
Una volta configurato tutto, puoi inviare
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verrà fornita una conferma dell'avvenuto invio e
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non sarà necessario inviare nuovamente l'email.
00:02:17
Potrai quindi chiudere il messaggio
00:02:19
dopo che il documento è stato compilato e firmato,
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tu e il firmatario riceverete una conferma
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messaggio con il documento compilato e firmato allegato.
00:02:28
L'integrazione di Adobe Sign in Outlook è stata significativa
00:02:31
semplifica il processo di gestione e firma dei documenti.
00:02:34
Migliorando così notevolmente l'efficienza e la produttività.

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résultat(s)
00:00:03
Outlook позволяет напрямую обращаться к приложениям от Microsoft
00:00:06
Пакет 365, например «Бронирование дел» и «OneDrive».
00:00:11
Не выходя из приложения.
00:00:13
Вы также можете открывать приложения, такие как Word, Excel и т. д., с помощью панели навигации.
00:00:20
Вы также можете устанавливать сторонние приложения
00:00:23
которые могут помочь повысить производительность.
00:00:26
В этом видео мы установим Adobe sign.
00:00:29
Adobe sign — это решение для электронной подписи, которое
00:00:33
облегчает безопасную отправку, подписание и отслеживание документов
00:00:37
интегрируя его непосредственно в Outlook
00:00:39
управление документами становится проще, потому что
00:00:41
позволяет составлять и отправлять соглашения, не выходя из почтового ящика,
00:00:45
тем самым повышая эффективность и производительность.
00:00:48
Нажмите на другие приложения на панели навигации, затем нажмите «Добавить приложения»
00:00:53
в строке поиска слева введите Adobe sign
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в результатах поиска. Выберите Adobe Sign для Outlook
00:01:02
в открывшемся окне. Нажмите на кнопку «Добавить»
00:01:05
обратите внимание, Adobe sign — это платное приложение
00:01:08
во время установки. Возможно, вам будет предложено войти в свою учетную запись Adobe,
00:01:13
вернитесь к своей почте и создайте новое сообщение.
00:01:17
Выберите значок для других приложений.
00:01:19
Если установка прошла успешно,
00:01:21
оно должно появиться в этом списке, закрепите его для облегчения доступа.
00:01:26
Теперь вы можете составить свой адрес электронной почты, указать получателей, которым необходимо подписать документ,
00:01:30
затем прикрепите документ, который нужно заполнить и подписать, в качестве вложения.
00:01:37
Нажмите на Adobe sign,
00:01:38
вся информация автоматически заполняется на основе вашей электронной почты.
00:01:42
Не забудьте проверить предпросмотр и отправить, чтобы добавить поля, которые нужно заполнить и подписать.
00:01:47
Нажмите «Продолжить». Затем разрешите приложению открыть новое окно
00:01:51
в опциях справа,
00:01:53
перетащите соответствующие поля в области, которые необходимо заполнить.
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Например, в поле данных
00:01:58
перетащите ввод текста в то место, куда вы хотите добавить текст,
00:02:02
сделайте то же самое с местом, где вы хотите, чтобы подписавший поставил свою подпись.
00:02:08
Как только все будет настроено, вы сможете отправлять
00:02:11
будет предоставлено подтверждение успешной отправки и
00:02:14
вам больше не нужно будет отправлять электронное письмо.
00:02:17
После этого вы можете закрыть сообщение
00:02:19
после заполнения и подписания документа
00:02:22
вы и подписавший получите подтверждение
00:02:24
сообщение с прикрепленным заполненным и подписанным документом.
00:02:28
Значительная интеграция Adobe Sign в Outlook
00:02:31
упрощает процесс управления документами и их подписания.
00:02:34
Тем самым значительно повышая эффективность и производительность.

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résultat(s)
00:00:03
Outlook le permite acceder directamente a las aplicaciones de Microsoft
00:00:06
La suite 365, como Bookings to do y onedrive.
00:00:11
Sin salir de la aplicación.
00:00:13
También puede abrir aplicaciones como Word, Excel, etcétera, a través de la barra de navegación.
00:00:20
También puede instalar aplicaciones de terceros
00:00:23
que pueden ayudar a aumentar su productividad.
00:00:26
En este vídeo, instalaremos Adobe Sign.
00:00:29
Adobe sign es una solución de firma electrónica que
00:00:33
facilita el envío, la firma y el seguimiento seguros de los documentos
00:00:37
integrándolo directamente en Outlook
00:00:39
la gestión de documentos se vuelve más sencilla porque
00:00:41
le permite preparar y enviar acuerdos sin salir de su bandeja de entrada,
00:00:45
aumentando así la eficiencia y la productividad.
00:00:48
Haga clic en más aplicaciones en la barra de navegación y, a continuación, haga clic en agregar aplicaciones
00:00:53
en la barra de búsqueda de la izquierda, escribe Adobe sign
00:00:58
en los resultados de la búsqueda. Seleccione Adobe Sign para Outlook
00:01:02
en la ventana que se abre. Haga clic en añadir
00:01:05
tenga en cuenta que Adobe Sign es una aplicación de pago
00:01:08
durante la instalación. Es posible que se le pida que inicie sesión en su cuenta de Adobe,
00:01:13
vuelva a su correo electrónico y cree un mensaje nuevo.
00:01:17
Seleccione el icono para otras aplicaciones.
00:01:19
Si la instalación se realizó correctamente,
00:01:21
debería aparecer en esta lista para facilitar el acceso.
00:01:26
Ahora puede redactar su correo electrónico especificando los destinatarios que deben firmar el documento,
00:01:30
a continuación, adjunte el documento para rellenarlo y firmarlo como un archivo adjunto.
00:01:37
Haga clic en Adobe Sign,
00:01:38
toda la información se rellena automáticamente en función de su correo electrónico.
00:01:42
No olvides comprobar la vista previa y enviar los campos para añadirlos y completarlos y firmarlos.
00:01:47
Haz clic en continuar. A continuación, permita que la aplicación se abra en una ventana nueva
00:01:51
en las opciones de la derecha,
00:01:53
arrastre los campos correspondientes a las áreas que desee completar.
00:01:56
Por ejemplo, en el campo de datos,
00:01:58
arrastre la entrada de texto a la ubicación en la que desea agregar el texto,
00:02:02
haz lo mismo con la ubicación en la que quieres que el firmante coloque su firma.
00:02:08
Una vez que todo esté configurado, puedes enviar
00:02:11
se proporcionará una confirmación de que el envío se ha realizado correctamente y
00:02:14
no necesitará volver a enviar el correo electrónico.
00:02:17
A continuación, puede cerrar el mensaje
00:02:19
después de rellenar y firmar el documento,
00:02:22
usted y el firmante recibirán una confirmación
00:02:24
mensaje con el documento completado y firmado adjunto.
00:02:28
La integración de Adobe Sign en Outlook es significativa
00:02:31
simplifica el proceso de gestión y firma de documentos.
00:02:34
Mejorando así en gran medida la eficiencia y la productividad.

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