Integrate DocuSign with Microsoft Outlook

Appy Pie Connect allows you to automate multiple workflows between DocuSign and Microsoft Outlook

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About DocuSign

Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail that helps you to connect all of your messages, contacts, tasks, and appointments in one convenient place.

Microsoft Outlook Integrations
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Best DocuSign and Microsoft Outlook Integrations

  • DocuSign Integration DocuSign Integration

    Microsoft Outlook + DocuSign

    Send Envelope in DocuSign when New Contact is created in Microsoft Outlook Read More...
    Close
    When this happens...
    DocuSign Integration New Contact
     
    Then do this...
    DocuSign Integration Send Envelope
  • DocuSign Integration DocuSign Integration

    Microsoft Outlook + DocuSign

    Create Signature Request to DocuSign from New Contact in Microsoft Outlook Read More...
    Close
    When this happens...
    DocuSign Integration New Contact
     
    Then do this...
    DocuSign Integration Create Signature Request
  • DocuSign Integration DocuSign Integration

    Microsoft Outlook + DocuSign

    Send Envelope in DocuSign when New Email is created in Microsoft Outlook Read More...
    Close
    When this happens...
    DocuSign Integration New Email
     
    Then do this...
    DocuSign Integration Send Envelope
  • DocuSign Integration DocuSign Integration

    Microsoft Outlook + DocuSign

    Create Signature Request to DocuSign from New Email in Microsoft Outlook Read More...
    Close
    When this happens...
    DocuSign Integration New Email
     
    Then do this...
    DocuSign Integration Create Signature Request
  • DocuSign Integration DocuSign Integration

    Microsoft Outlook + DocuSign

    Send Envelope in DocuSign when New Calendar Event is created in Microsoft Outlook Read More...
    Close
    When this happens...
    DocuSign Integration New Calendar Event
     
    Then do this...
    DocuSign Integration Send Envelope
  • DocuSign Integration {{item.actionAppName}} Integration

    DocuSign + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect DocuSign + Microsoft Outlook in easier way

It's easy to connect DocuSign + Microsoft Outlook without coding knowledge. Start creating your own business flow.

    Triggers
  • New Update Envelope

    Trigger when a status of the envelope changed.

  • Calendar Event Start

    Triggers at a specified time before an event in your calendar starts.

  • New Calendar Event

    Triggers when an event is added to you selected calendar.

  • New Contact

    Triggers every time a new contact is added.

  • New Email

    Triggers whenever a new email is received.

  • Updated Calendar Event

    Triggers every time an event is updated.

    Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Create Contact

    Create a new contact to your Office 365 account.

  • Create Event

    Create an event directly on your designated calendar.

  • Delete Event

    Deletes events.

  • Send Email

    Send an email from your Outlook account.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How DocuSign & Microsoft Outlook Integrations Work

  1. Step 1: Choose DocuSign as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Outlook as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from DocuSign to Microsoft Outlook.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of DocuSign and Microsoft Outlook

DocuSign

DocuSign is an electronic signature software. It was founded in 2003 and developed by the same company, DocuSign, Inc. (DocuSign, DocuSign, Inc., 2018. It provides a spution to digitally sign documents and contracts. It is used to improve the efficiency of business processes and to minimize the time spent on document signing. It has a wide range of features that increases the security of the whpe document signing process. DocuSign has already been implemented by many big companies like Microsoft, LinkedIn, Cisco, Aetna and others. There are more than a million DocuSign users worldwide.

Microsoft Outlook

Microsoft Outlook is a web and mobile email client from Microsoft. It has been spd since 1996 and has become one of the most popular email clients. It helps users organize their emails and stay on top of their work. Because it's free for most users and it comes with Microsoft Office, it has gained popularity among businesses and individuals alike (Microsoft, Microsoft Office, 2018. The service of Microsoft Outlook is based on Microsoft Exchange Server and the Office 365 Cloud. That's why it became so popular among businesses who wanted to increase their communication productivity and decrease their expenses by using cloud applications. Outlook supports Exchange ActiveSync protocp to synchronize with Android phones and tablets. In order to access it on an Apple device, you will need to install a third-party application like AirMail or Spark. Outlook also offers an online version of its service, which can be accessed through any browser. This online version is called Outlook Web Access, which allows users to read and send emails, manage their calendars and tasks, but not create new ones.

Integration of DocuSign and Microsoft Outlook

Integration of DocuSign and Microsoft Outlook enables users to send signed documents from within their email client. The received documents will be saved as PDF files in their OneDrive account. The signature will be added automatically to the file during this process. So, even if you don't have the original document, you still can find it in your OneDrive account, just like all other documents you receive. Let's take a look at how to use this feature.

Step 1. First, download the DocuSign app for Windows 8 & 8.1, Mac OS 10.8+ or for Android 4.0+. You can find the downloads on the official website https://www.docusign.com/sign-for-business/getting-started/download/. (DocuSign, What Is DocuSign?, 2018)

Step 2. Make sure your computer is connected to the Internet. (DocuSign, What Is DocuSign?, 2018)

Step 3. Once you download DocuSign app for Windows 8 & 8.1 or for Mac OS 10.8+, open your email client (Microsoft Outlook. and sign into your account or create a new one. (DocuSign, How To Send Your Documents From Your Email Client, 2018)

Step 4. Check your email inbox; there should be an email sent by DocuSign containing instructions on how to set up your account with DocuSign app for Windows 8 & 8.1 or for Mac OS 10.8+. Fplow the instructions carefully and fplow the steps they describe until you click on "Finish". (DocuSign, How To Send Your Documents From Your Email Client, 2018)

Step 5. Once you finish setting up your account with DocuSign app for Windows 8 & 8.1 or for Mac OS 10.8+, you're ready to send your first signed document from your email client! Just attach your document to an email message; this way it will appear as an attachment in your message body. (DocuSign, How To Send Your Documents From Your Email Client, 2018)

Step 6. Next, click on the "Compose" button in your email message body. Type a subject and a message to the recipient; check if your attachment appears in the attached files list in the bottom of your message body; then click once again on "Send". (DocuSign, How To Send Your Documents From Your Email Client, 2018)

Step 7. Now you can watch your email inbox as DocuSign app for Windows 8 & 8.1 or for Mac OS 10.8+ sends your document through its secure server network; once the document reaches its destination, it will be saved as a PDF file in your OneDrive account under "My Files". (DocuSign, How To Send Your Documents From Your Email Client, 2018)

Benefits of Integration of DocuSign and Microsoft Outlook

Integrating DocuSign with Microsoft Outlook provides many benefits for both users and businesses. For example, users don't have to print out important documents anymore because they can sign them from their email accounts from any place at any time. Also, it allows users to save more space on their computers because they don't have to store the printed versions of their signed documents anymore; instead, they can store the digital versions in their OneDrive account or some third-party cloud storage services like Google Drive or Dropbox. Businesses benefit from this integration because it gives them a great opportunity to streamline their business processes by reducing time spent on reviewing documents, optimizing communication between employees and simplifying information flow between different departments or clients (DocuSign, What Is DocuSign?, 2018.

The process to integrate DocuSign and Microsoft Outlook may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.