Nitro Sign has an add-in for Microsoft Outlook that allows users to send documents out for eSignature requests directly from Outlook. This article offers insights into how to install this add-in, and use it. Please note that Nitro Sign will only upload and send the document(s) or attachment(s) to an email, not the email itself.
Steps to install the Nitro Sign add-in for Microsoft Outlook
Step 1: Get Add-ins. Launch Microsoft Outlook, then click Home, Apps, and Add-apps from the Home tab on the ribbon. To get add-ins on Outlook for Mac, click on File > Manage Add-ins. On the ensuing prompt, please select Tools > Get Add-ins.
Step 2: Search for Nitro Sign. Use the search field in the Office Add-Ins dialogue box to search for Nitro Sign. Click Add next to the Add-in once you have selected it:
Step 3: Confirm installation. The Nitro Sign Add-in will be found on the Microsoft Outlook Home ribbon:
Steps to to send an attachment for eSignature from Microsoft Outlook
Step 1: Send an attachment. Within Microsoft Outlook, select an email with an attachment that you wish to send out for eSignature.
Step 2: Send via Nitro. Click on "Send via Nitro" from the Home tab:
Step 3: Access Nitro Sign. The Nitro Sign panel will open on the right side of Outlook where you can log into your account. Hit "Log In":
Step 4: Log in. In the log in dialog, enter your email and click Continue; then enter your password and click Continue once more:
Step 5: Review. The selected document attachment will be uploaded to Nitro Sign and you will see a notice stating so. To review and prepare the document for signature, click Open Document in the right panel once the document has been uploaded:
Step 6: Send. The document will open in Nitro Sign, where you can prepare and send the eSignature request or save the document as a draft. Follow the Nitro Sign prompts to complete the eSignature request workflow as desired:
By following the above steps, users can successfully deploy, install, and use the Nitro Sign add-in for Microsoft Outlook to send attachments and files directly from within Outlook for eSignature requests.
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