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Message Templates, or Private Messages can be included by clicking the More Options link.Ĥ. In the top right corner of the Message section is a Clear Message link that removes all the content from the Message window. This Message field as a 1000-character limit. A generic value is inserted, and can be edited freely. The second field is the Message text that appears in the email body when the recipient is asked to sign the agreement. It can be manually changed to any value desired.

By default, this field adopts the file name value of the open document.

The top field is the Name of the agreement. Under the Recipients list is the Message section, consisting of two fields. If you require second factor verification, click More Options.ģ. If other roles are required, click the More Options link under the Send / Continue button.Īdditionally, all verification is email-based only. Note: If you are accustomed to setting recipient roles, be aware that all recipients are considered Signers when configured in the add-in. The order that the recipients are entered dictate the signature order of the agreement (in a sequential signing process). The add-in shows contacts from your 365 contact list that match the string you have typed in, helping to find the right recipient. Just below the Documents section, the Recipients are listed.Ĭlick into the white field under the Recipients heading, and start typing either a name or email address. Individual users that install the add-in independently must install to either Word and/or PowerPoint separately.Ģ. This permits access for both Word and PowerPoint to all users in the tenant.

Using the add-in – This section explores the features of the add-in and how you can use it to leverage Adobe Sign directly from your Word or PowerPoint client.ģ65 Admins can centrally install the add-in at the tenant level, and control access at the user level if desired.

This is done by authenticating to both environments, and only needs to be established one time.

Establishing the authenticated connection between Office and Adobe Sign – Once the add-in is enabled, a trust relationship between Microsoft and Adobe Sign must be created.

All users should be able to do this without elevated system permissions.

Installing/Enabling the add-in on your Office account – The one-time process for enabling the add-in from the 365 store.

This document is broken into three parts: The Adobe Sign add-in allows a user to open any Word or PowerPoint file (5MB or under), and use that file as the basis for a new agreement.