How to Create an Outlook Email Template with Fillable PDFs for Adobe Sign
Question details
The user wants to set up a reusable Outlook email template that includes predefined email text and fillable PDF attachments for document-signing workflows.
- Product
- Adobe Sign and Microsoft Outlook
- Device & OS
- not provided
- Scenario
- Streamlining a document-signing workflow to repeatedly send onboarding or standard fillable forms through Microsoft Outlook.
- Observed behavior
- The user needs to know how to properly combine Adobe Sign library templates with the Outlook add-in to send predefined agreements successfully.
Ensure you have an active Adobe Sign license, the Adobe Sign add-in is installed in your Microsoft Outlook client, and both are signed into the same organizational account.
Use Adobe Sign Library Templates via the Outlook Add-in
By creating a reusable template within the Adobe Sign library, you can easily attach fillable PDFs and predefined settings directly from Outlook.
While standard Outlook email templates do not natively integrate with Adobe Sign's dynamic fields, you can leverage Adobe Sign's Library Templates. This allows you to package your fillable PDFs and form fields into a single reusable workflow that can be triggered directly from the Outlook add-in.
Log into your Adobe Sign account via the web portal. Navigate to the 'Manage' tab, select 'Templates', and upload your fillable PDF to save it as a reusable document template.
Open Microsoft Outlook and launch the Adobe Sign add-in from the ribbon. Verify that you are signed in using the same organizational Adobe account where the template was saved.
Start a new email in Outlook, open the Adobe Sign panel, and select 'Send for Signature'. Choose your previously saved library template to insert the fillable PDF and predefined workflows.
Simplify PDF Management and Electronic Signatures with WPS Office
If managing multiple third-party add-ins between Microsoft Outlook and Adobe Acrobat becomes cumbersome, try WPS Office. It provides a lightweight, all-in-one suite with a powerful built-in PDF editor, allowing you to fill forms and add secure electronic signatures without requiring expensive standalone subscriptions.
- 1. Open your PDF in WPS Office: Launch WPS Office and open your fillable PDF document directly within the built-in PDF editor.
- 2. Fill out the Form: Click on the interactive form fields to input your data. WPS PDF automatically recognizes fillable fields for easy typing.
- 3. Add an Electronic Signature: Navigate to the 'Fill & Sign' tab, create or import your electronic signature, and place it anywhere on the document before saving or emailing it.
Frequently Asked Questions
Can I attach multiple fillable PDFs to one Adobe Sign template?
Yes, when configuring your library template in the Adobe Sign web portal, you can upload multiple fillable PDF documents and group them into a single reusable package for your Outlook workflow.
Why is my Adobe Sign template not appearing in the Outlook add-in?
This typically occurs if your Outlook add-in is logged into a different Adobe account than the one used to create the template, or if the template was not saved with the correct sharing permissions.
Do my recipients need an Adobe account to fill out the PDFs?
No, recipients will receive a secure email link that opens the fillable PDF directly in their web browser, allowing them to fill out the form fields and sign without needing an Adobe account or specialized software.
