
Simply select who is signing, and DocuSign for Outlook will walk you through the process of signing and returning the document if you are the only signer if you need signatures from others, the app will guide you to specify recipients and tag the documents to gather information from those specified. Once installed, DocuSign for Outlook will appear in the Outlook toolbar whenever an attachment is found on an email message. Copy and paste the password into ClickUp.Sign and return or get signatures on documents sent to you in seconds with DocuSign for Outlook.Under App Passwords, click Create new password.Log in to your Outlook account and open your security settings.If you are not using an Exchange server host, you'll sign in to your Outlook account using an app password. You can also manage your email preferences by going to the Integrations page and clicking Email.
Choose who can send emails from this account, create signatures, and create email templates. When adding your Outlook account to ClickUp, the permissions requested by ClickUp are tailored to the specific organization you are in. Without granting these permissions, the integration won't work. Granting access to these permissions makes it possible for you to view, send, and receive emails with Outlook inside of ClickUp. This is a standard warning that Microsoft shows for any third-party integration with their accounts. During the authorization process, you'll see a popup that lists the permissions ClickUp is requesting access to. Click Sign in with Outlook and enter your credentials. In the From field, select Link an email.
In the lower-right corner, click the comment field. To link your Outlook account with ClickUp: Each email account you add can automatically transfer up to 100 contacts into ClickUp. Business Plus and Enterprise Workspaces can use custom email permissions for admins and members.
Business Workspaces and above get two free email accounts, including signatures and email templates. Unlimited Workspaces get one free email account with unlimited use. Free Forever Workspaces get one free email account with 100 uses. Usage limits are determined by your plan:. Workspace owners or admins can enable the Email ClickApp. Link your Outlook account to ClickUp so you can send and receive emails within tasks.