Outlook: How to use Secured Signing Outlook plugin

This guide is based on Outlook Online version, there is only subtle difference between Outlook Online and Outlook Desktop.
(This guide is also available in video format here)

Step 1: Go to Outlook Online

Open Outlook online in web browser (you must already login in Office365 account)

Assume you already installed Outlook Plugin on the environment, if not, please check this tutorial first.


Step 2: Open an existing email

Find the email which contains attachments (pdf/doc/docx) you would like to sign.
You can see Secured Signing Plugin on top right corner.


Step 3: Load Secured Signing Plugin & Give permission for Secured Signing App to access your info

Click Secured Signing Plugin icon to load it on right sidebar with only one button: Login Secured Signing, now click that button.

After click the button, we will try to open a new authentication window. (for security reason, Outlook Online version will popup a small dialog beforehand ,click Allow button to continue, please note there is no such step in Outlook Desktop version).

Please note: Some IE11/Edge browser may show below image when you try to click Login button.

In such case, please add following URLs to your trusted sites list in Internet Options. As below:

  • https://login.microsoftonline.com
  • https://outlook.office.com
  • https://outlook.office365.com
  • https://www.securedsigning.com


If still no luck, please try to change to another modern web browser, eg. Chrome, Firefox, Safari, Opera.

 

If you haven’t given any permission before for Secured Signing App to access your info, then it will show you a consent form, click Accept button to accept/continue. After that, this new window close by itself. Then it will continue login process on Step4.

If you already given the permission for Secured Signing App before, then the new window will show/close automatically (you don’t need to interactive with this form), and it will continue login process on Step4.


Step 4: Continue Login Secured Signing Outlook Plugin

Continue login process after Step3 (after given Secured Signing App permission)

  • If current Office365 login user already binds to Secured Signing user (you are not first time use this plugin and you did setup before), it will sign you in directly.
  • If current Office365 login user can’t be find any bindings in Secured Signing Database (normally first time you use this plugin), then:
    • If you already have Secured Signing account, you just need to login with that account, we will bind current Office365 login user to that Secured Signing account automatically.
    • Or, you need to register a new Secured Signing account (email activation is required) by click the Register link in the plugin, after activate your account, we bind current Office365 login user to that new Secured Signing account.


Step 5: Choose either I-Sign or We-Sign

Plugin lists all the valid attachments from this email. Now choose the attachment(s) you want to send/sign, then extra button(s) will show below:

I-Sign – will send your document to Secured Signing to add your signature.

We-Sign – will send your document to Secured Signing, then you can invitee others to sign.

Please note: if more than 1 attachment has been selected, then only We-Sign will show, I-Sign can only deal with 1 attachment. However, We-Sign can deal with 1 or more than 1 attachments.


For Outlook Online version, either I-Sign or We-Sign, when you click, it will show confirm dialog beforehand, click Allow button to let Outlook plugin to open Secured Signing I-Sign or We-Sign page in a new dialog window.

For Outlook Desktop version, either I-Sign or We-Sign will open Secured Signing I-Sign or We-Sign page in a new dialog window immediately.

After you did the action in I-Sign or We-Sign dialog, just simply close the dialog.


Step 6: Logout Secured Signing Outlook plugin

Click Logout button to log user out.

for Outlook Online version, it will show confirm dialog beforehand, please click Allow button to let Outlook plugin to continue signout process. (for Outlook Desktop version, it will do signout process directly without such step)

Please be patient until it successfully log you out, it will shows Hang on a moment while we sign you out in the sign-out popup.



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