How to get a document signed on Outlook using Secure Exchanges?
To have a document signed through Secure Exchanges on Outlook, you must follow the steps in this video:
First and foremost, make sure you've installed the extension for defining signature areas, available here on our website: https://www.secure-exchanges.com/technologie-cybersecurite.aspx#download
1. Compose an email as usual.
2. Enter the email addresses of the intended signatories.
Signatories must be in the "To" field. If you wish for others, besides the signatories and yourself, to receive a copy of the signed document, you can add them to the "CC" field.
3. Select the PDF you want to be signed by pressing the "Signature" button.
4. Once you've finished composing your message, press "Send," and the Secure Exchanges window will appear. In the bottom right, there's a signature section. Here, you can either (A) check the box "I need to sign the document" if your signature is required and/or (B) click "Define signature areas."
If you don't check the "I need to sign the document" box, you'll still receive a copy of the document once all signatories have signed.
5. Use your cursor to draw the area to be defined.
6. The following options are available in the dropdown list to identify what you wish to have in the designated area:
Signature: the signatory must affix their signature
Initial: the signatory must put down their initials
Text: the signatory can write text (This option allows the signatory to, for instance, enter their name)
Date picker: a calendar will be available to select a date
Date of signature: the current date will automatically be added during the signing
Number: the signatory can only enter numbers
Checkbox: a box to tick will be available
Radio: you can create groups for the signatory to choose one option to tick
7. Once you've defined areas for the first signatory (if you have multiple signatories), select the next one from the dropdown list and repeat the process.
8. After you've defined all areas, click on "Apply" in the top left corner.
9. In the bottom left of the Secure Exchanges window, you'll notice your document is no longer visible. You can click on the outlined area, and you'll see your document with a green tick. This indicates your signature areas have been set, and you can proceed to send your email.
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