How-to: Send Documents Directly from Microsoft Word Using eSign Services

Did you know that you don’t have to log into Adobe Document Cloud eSign services in order to send documents for e-signature? There is an even easier way! If you are writing documents in Microsoft Word 2013 on Windows, you can send documents for signature without leaving the Word interface. With this plugin, you can spend more time perfecting the terms of your document and less time on managing emails and attachments.

This post will explain how to do the following:

• Install the Adobe Document Cloud eSign services plugin in Microsoft Word
• Open the Adobe Document Cloud eSign services plugin in Microsoft Word
• Send documents for signature from Microsoft Word

Installing the Adobe Document Cloud eSign services for Office 365 Plugin

To start, you must have Microsoft Word 2013 installed on your Windows computer.

1. Open Microsoft Word 2013.

2. On the Ribbon, switch to the Insert.

3. Click My Apps.

5. Click on My Apps to install Adobe Document Cloud eSign services in Word

6. Under Store, search for eSign.

7. 
   http://blogs.adobe.com/documentcloud/files/2015/05/MSWord02.png

8. Search for Adobe Document Cloud eSign services in Apps for Office

9. Click on Adobe Document Cloud eSign services.

10. When prompted to trust Adobe Document Cloud eSign services, click Trust It.

11. Confirm that Adobe Document Cloud eSign services appears on the right sidebar.

12. 
    http://blogs.adobe.com/documentcloud/files/2015/05/Capture.png

13. Adobe Document Cloud eSign services panel in Microsoft Word

Enabling Adobe Document Cloud eSign Services Plugin in Word

If you already have the Adobe Document Cloud eSign services plugin installed, but closed the Adobe Document Cloud eSign services panel, here is how to launch it again:

1. On the Ribbon, switch to the Insert.

2. Click My Apps.
   https://blog.adobe.com/media_4021754cf0a200253a9fb0fdc8073114e3ec0b68.gif

3. Click on Adobe Document Cloud eSign services.

4. 
   http://blogs.adobe.com/documentcloud/files/2015/05/MSWord02.png

5. Search for Adobe Document Cloud eSign services in Apps for Office

6. Search for Adobe Document Cloud eSign services in Apps for Office

7. Click Insert.

Sending a Document for Signature from Microsoft Word

Sending a Document to a Single Signer

Here is how you can easily send a document for signature to a single signer in just a few clicks:

1. Click on Send for Signature.
2. Fill in the following fields:

• • **Required Recipient Email **This is for only ONE recipient.
  • Required Document NameThis will appear in the email subject.
  • Optional MessageA personal message for the recipient. This will appear in the body of the email.

3. Click _Send. _For more advanced settings or for multiple recipients, you can also click Advanced Send.

Sending a Document for Signature to Multiple Signers

And when your document requires multiple signers:

1. Click on Send for Signature.
2. Click Advanced Send. This will open the standard send dialog in Adobe Document Cloud eSign services.
3. Fill in the following fields:

• • Required Recipient Emails You may add multiple lines of recipients.
  • Required Document Name
  • Optional Message

4. Click Send.

Have a question about this plugin? Leave us a comment below.

If you’re new to e-signing, you can give Adobe Document Cloud eSign services a try by signing up for a free trial.