Docusign for outlook - Initial set-up

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Setting up docusign in desktop outlook

Things you will need:

  1. Email associated with the outlook/docusign account you will be adding. Example: canderson@tacada.ca
  2. Password associated with the account you are adding.

 

 

1.    In the top right of your outlook you will see the following docusign options – click the arrow under more and choose settings

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2.    Now you will see the following log in window – choose the option to log in

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3.    Enter your docusign email (will be the same as your work email)

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4.    Once you’ve logged in docusign will ask you to verify your email – click the email verification box to have a code sent to you

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5.    Watch and wait for your code and then enter it into the window to verify

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6.    Now that you are verified if you click that same settings window you will instead of a login area see the information about your docusign account! You are all set

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Article ID: 1116, , Modified: 1/11/2022 at 9:29 AM
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