Click the plus ( +) to add a new add-in, and select Add from the Office Store option in the menu Log in as the Tenant admin, and navigate to the Admin panelĤ. The enablement is quick and easy, taking only about 5 minutes:ġ. Any configuration done in the add-in panel populates to the Send window, and is fully editable.
Clicking this link opens a windowed version of the Send page in the web application, exposing all the standard options that you would see in the application. Under the Send / Continue button is the More Options link. Once all fields are placed, click the Send button at the bottom-right of the authoring page.Ħ. If the Preview & Send check box is checked, the authoring page opens, allowing fields to be placed on the document. The Send / Continue button sends the agreement as currently configured. The authoring page does not open until the Continue button is clicked.ĥ. Checking this box opens a windowed version of the authoring page, exposing all the standard fields and tools for creating forms. Just under the Message field is the optional Preview & Send checkbox. A default value is entered and can be edited freely.Ĥ. It can be manually changed to any value desired.
By default, this field adopts the name value of the first file attached to the agreement. The top field is the Name of the agreement. Under the Recipients list is the Message section, consisting of two fields. If other roles are required, click the More Options link under the Send / Continue button.ģ. Note: If you are accustomed to setting recipient roles, be aware that all recipients are considered Signers when configured in the add-in. The order that the recipients are entered dictate the signature order of the agreement (in a sequential signing process). The add-in shows contacts from your 365 account that match the string you have typed in, helping to find the right recipient. Recipients are not imported from the email in Read mode.Ĭlick into the white field under the Recipients heading, and start typing either a name or email address. Just below the Documents section, the Recipients are listed. Adding additional files is also permitted via the Add Files linkĢ.Deleting that default file is perfectly fine.When starting an agreement from an email with an attachment, notice that at top of the panel is the list of Document files currently “attached”.īy default, any file that is attached to the email when the Send for Signature icon is clicked, is automatically attached. If it is checked and grayed out, you have Auto-log all emails.1. On the right hand-side, make sure the box for Log Email Activity is checked Users on Outlook desktop: Open Groove by clicking Open Groove in the Top Ribbonĥ. If it's not there, you can open it by clicking the 3 dots and selecting Open GrooveĤb. Users on Outlook web: Open Groove by clicking the Groove icon in your Message Surface. In the To: box, include a recipient who is a lead or contact in Salesforce ideally, a test/dummy lead or contact in your Salesforce for the first go at itĤa.
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*If you already have a message open and drafted from the previous guide on templates, feel free to skip ahead to step 6*Ģ. There are slight differences in where the options show up in both web and desktop, which are explained below* *Both Outlook web and desktop users can follow the process below to send tracked emails. This means that Groove will search Salesforce for the lead, contact(s), account, and opportunities that are most relevant for the email to be associated with, and attach it automatically for you once you log the email. Based on your team's settings, Groove will find the most relevant record(s) to log the email to in Salesforce. Your emails get logged in Salesforce based on the Related-To Lookup Logic that your SFDC/Groove admin configures for your team. Where will my emails get logged in Salesforce? This way you can ensure that all the most important conversations with prospects and clients are logged for your and your team's visibility going forward. With Groove, you can log all of your emails to prospects and clients to Salesforce without lifting a finger.
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