Need to fill in form from email

Question

How do I markup and sign documents from my email? I used to be able to? Please help?

Answer 1

To markup and sign documents from your email, you can use the eSignature feature available in Microsoft 365. Here are the steps to create a signature request from a PDF document:

1. Open the document: From a SharePoint document library, open the PDF document you want to sign.
2. Select the pen icon: In the document viewer, click on the pen icon to start the eSignature process.
3. Add recipients: In the Create a signature request panel, add up to 10 internal or external recipients who need to sign the document. You can also set the order in which they must sign.
4. Place signature fields: Drag and drop the Signature, Initials, and Date fields to the appropriate locations in the document for each recipient.
5. Review and send: Enter a title for the request, add an optional message, and review the details before selecting Send.

Once sent, the recipients will receive an email notification to sign the document. After all required signatures are collected, you will receive a notification confirming that the document has been signed.

If you need to sign a volume licensing agreement, you can follow a similar process using Adobe Sign, which allows you to choose from various signature methods, including electronic signatures.

---

References:

• Create a signature request from a PDF in eSignature
• Review and sign a signature request in eSignature
• Sign your volume licensing agreement