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.

A default value is entered and can be edited freely.Ĥ.

It can be manually changed to any value desired. By default, this field adopts the name value of the first file attached to the agreement. The top field is the Name of the agreement. Under the Recipients list is the Message section, consisting of two fields.

If other roles are required, click the More Options link under the Send / Continue button.ģ. 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 account that match the string you have typed in, helping to find the right recipient. Recipients are not imported from the email in Read mode.Ĭlick into the white field under the Recipients heading, and start typing either a name or email address. Just below the Documents section, the Recipients are listed. Adding additional files is also permitted via the Add Files linkĢ.Deleting that default file is perfectly fine.When starting an agreement from an email with an attachment, notice that at top of the panel is the list of Document files currently “attached”.īy default, any file that is attached to the email when the Send for Signature icon is clicked, is automatically attached. SharePoint Online: Web Form Mapping Guideġ.SharePoint Online: Template Mapping Guide.SharePoint On-Prem: Template Mapping Guide.Acrobat Sign for Microsoft PowerApps and Power Automate.

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