Scroll to the bottom of the window and click Next to enter authoring, or uncheck the Preview & Add Signature Fields box and click Send
Any configuration done in the add-in panel populates to the Send window, and is fully editable.Īll fields and options are available just as like the Send page in the web application, and any changes to the recipient or file list are included in the agreement. Clicking this link opens a windowed version of the Send page in the web application, exposing all the standard options that you would see in the application. Under the Send/Continue button is the More Options link. Once all fields are placed, click the Send button at the bottom-right of the authoring page.Ħ. If the Preview & Send check box is checked, the authoring page opens, allowing fields to be placed on the document. The Send/ Continue button sends the agreement as currently configured. The authoring page does not open until the Continue button is clicked.ĥ. Checking this box opens a windowed version of the authoring page, exposing all the standard fields and tools for creating forms. Just under the Message field is the optional Preview & Send checkbox. 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.
#EDIT FIELD WORD 2016 FOR MAC VERIFICATION#
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.
#EDIT FIELD WORD 2016 FOR MAC INSTALL#
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.
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.
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