Outlook

Zoho Sign integration for Outlook

Zoho Sign now integrates with Microsoft Outlook, offering an add-in that allows users to sign documents or set up e-sign workflows to collect signatures and approvals on paperwork directly from their inbox. This add-in enables users to add their email attachments to Zoho Sign, and quickly sign them or send them out for signatures to create legally binding business documents. 

This add-in can be added to your Outlook mailbox from Microsoft AppSource, and accessed by users by toggling the collapsible add-in side pane when viewing email. Once added, the add-in is available for use inside the Outlook app across all supported platforms—web, iOS, iPad OS, and Android.

Prerequisites:

  • Valid Outlook account via Microsoft Exchange or Office 365
    • Outlook add-ins cannot be accessed in personal accounts
  • Valid Zoho Sign account

Steps to add the Zoho Sign add-in to Outlook:

  1. Log in to your Outlook mailbox.
  2. Open any email and click the More actions  dropdown. 
  3. Scroll to the bottom and click Get Add-ins.
  4. Select the search bar and type in 'Zoho Sign for Outlook'. 
  5. Select the app from the dropdown and click Add.
  6. Click Continue in the subsequent dialog box to agree to the terms of use and proceed.

The add-in will now be added to your mailbox and ready for use. You may choose to keep it pinned to the top of your emails for easier access.

Steps to access the Zoho Sign add-in in Outlook:

  1. To get started, open any email.
  2. If the add-in is pinned to the top of your emails, click the Zoho Sign icon next to the action buttons.
    If the add-in is not pinned to the top of your emails, click the More actions  dropdown and select Zoho Sign for Outlook.
  3. A collapsible add-in pane will appear on the right and prompt you to log in to your Zoho Sign account.
    • To log in, click LOGIN. To create a Zoho account, click CREATE ACCOUNT.
      ​Enter or create your Zoho credentials in the subsequent pop-up to sign in to your Zoho account.
    • If you are already logged in to your Zoho Sign account on the browser, it will display the information of the account you are logged in to. You may then choose to proceed by clicking CONTINUE or use a different account by clicking Logout and use another account.
  4. Upon logging in, get started by opening an email with attachments.

Steps to send documents for signatures using the add-in:

  1. Open the email containing the attachments that need to be sent for signatures.
  2. Select the attachments that need to be sent for signatures, then click Send for Signature.
  3. Click Add recipients.
  4. Enter the recipient name and email address.
  5. Choose the necessary recipient action from the Action dropdown.
    ​If you choose IN-PERSON SIGN, enter the host's name and email address below the recipient details.
  6. Toggle on the Authentication code, if required, and select the desired mode from the dropdown below.
  7. Add a private message, if required, and verify all the details associated with the recipient, then click Add Recipient.
  8. Add more recipients, if required, and leave a common note for all the recipients.
  9. Once the sign workflow has been completely set up, verify all the details and click Send For Signature.
  10. Upon the documents being successfully uploaded to Zoho Sign, the add-in pane will display "Document Successfully sent. View Document in Sign." Click the link to open the workflow in Zoho Sign, where you can edit it, add signer fields to the documents, and send it out for signatures.

Steps to sign documents yourself using the add-in:

  1. Open the email containing the attachments that you need to sign.
  2. Select the attachments that you need to sign, then click Sign yourself.
  3. Upon the documents being successfully uploaded to Zoho Sign, the add-in pane will display "Document Successfully sent. View Document in Sign." Click the link to open the documents in Zoho Sign, where you can add your signature and other fields of information, and finish signing it yourself.

Steps to view your Zoho Sign document details using the add-in:

  1. Toggle the Zoho Sign add-in pane while viewing an email.
  2. Click the menu  icon at the top-left corner of the add-in pane.
  3. Click Documents from the menu.
  4. A list of your Zoho Sign documents will be displayed. Click on the document that you want to view the details of.
  5. Track the individual status of each document recipient under the Recipient Status section.

Steps to remove the Zoho Sign add-in from Outlook:

  1. Open any email and click the More actions  dropdown. 
  2. Scroll to the bottom and click Get Add-ins.
  3. Select My add-ins from the menu on the left.
  4. Look for Zoho Sign for Outlook and click the actions dropdown in the app tile.
  5. Click Remove.

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