Outlook - Add a third-party application Tutorial

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!

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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.
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Click on more apps in the navigation bar, then click on add apps
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in the search bar on the left type Adobe sign
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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
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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.
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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.
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Click on Adobe sign,
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all information is automatically populated based on your email.
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Don't forget to check preview and send to add the fields to be filled and signed.
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Click continue. Then allow the application to open a new window
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in the options on the right,
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drag the appropriate fields to the areas to be completed.
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For example, in the data field,
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drag text input to the location where you want text to be added,
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do the same for the location where you want the signer to place their signature.
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Once everything is configured, you can send
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a confirmation of a successful send will be provided and
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you will not need to send the email again.
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You can then close your message
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after the document is filled and signed,
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you and the signer will receive a confirmation
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message with the completed and signed document attached.
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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
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365 suítes tais como reservas para fazer e onedrive.
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Sem sair da aplicação.
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Também pode abrir aplicações como Word Excel, etc., através da barra de navegação.
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Também pode instalar aplicações de terceiros
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que podem ajudar a aumentar a sua produtividade.
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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
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a gestão documental torna-se mais simples porque
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permite preparar e enviar acordos sem sair da sua caixa de entrada,
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aumentando assim a eficiência e a produtividade.
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Clique em mais aplicações na barra de navegação e, em seguida, clique em adicionar aplicações
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na barra de pesquisa à esquerda digite Adobe sign
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nos resultados da pesquisa. Seleccione Adobe sign para o Outlook
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na janela que se abre. Clique em adicionar
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nota, o Adobe sign é uma aplicação paga
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durante a instalação. Poderá ser-lhe solicitado que inicie sessão na sua conta Adobe,
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retorne ao seu e-mail e crie uma nova mensagem.
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Seleccione o ícone para outras aplicações.
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Se a instalação foi bem sucedida,
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deve aparecer nesta lista fixá-la para facilitar o acesso.
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Agora pode repor o seu e-mail, especifique os destinatários que precisam de assinar o documento,
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em seguida, anexar o documento a preencher e assinar como anexo.
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Clique em Adobe sign,
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todas as informações são preenchidas automaticamente com base no seu e-mail.
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Não se esqueça de verificar a pré-visualização e enviar para adicionar os campos a preencher e assinar.
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Clique em continuar. Em seguida, permita que a aplicação abra uma nova janela
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nas opções à direita,
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arraste os campos apropriados para as áreas a preencher.
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Por exemplo, no campo dos dados,
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arraste a entrada de texto para o local onde pretende que o texto seja adicionado,
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faça o mesmo para o local onde deseja que o signatário coloque a sua assinatura.
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Assim que tudo estiver configurado, pode enviar
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será fornecida uma confirmação de um envio bem-sucedido e
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não terá de enviar o e-mail novamente.
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Pode então fechar a sua mensagem
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depois de preenchido e assinado o documento,
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você e o signatário receberão uma confirmação
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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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