Outlook - Use your smartphone to sign an agreement Use Case

In this video, you will learn about how to use your smartphone to sign an agreement.
The video covers the process of signing agreements using Microsoft 365 and demonstrates how to do it on your smartphone.
This will help you streamline the agreement signing process and make it more convenient for you.

2:05
1817 views

Available in Microsoft365

Objectifs :

This document aims to provide a comprehensive guide on how to sign a document using a smartphone, specifically utilizing the Outlook and Microsoft Office applications. It outlines the steps involved in retrieving, signing, and sharing a contract without the need for a computer.

Chapitres :

Introduction
In today's fast-paced work environment, the ability to sign documents on the go is essential. This guide will walk you through the process of signing a contract using your smartphone, ensuring you can manage your tasks efficiently even when away from your computer.
Retrieving the Document
To begin, ensure you have the Outlook and Microsoft Office applications installed on your smartphone. Follow these steps to retrieve your contract: - Open the Outlook app. - Navigate to your inbox to find the email containing the contract. - Locate the PDF attachment and tap on it to open it with the Microsoft Office app.
Signing the Document
Once you have the contract open in the Microsoft Office app, you can proceed to sign it: - Review the contract thoroughly. - Select the 'signature mode' option from the menu. - Choose the location on the document where you want your signature to appear. - A window will pop up; use your finger to sign directly on the screen. - Tap 'store signature' to save your signature for future use.
Finalizing the Signature
After signing, you need to validate your signature: - Confirm that your signature is correctly placed on the document. - If everything looks good, validate the document again. - You can now share the signed document directly from the Microsoft Office app.
Sharing the Document
To share the signed contract: - Choose the application you want to use for sharing; for example, select Outlook. - Reply to the original email and attach the signed contract. - Alternatively, you can save the document to your OneDrive for safekeeping, allowing you to access it anytime from any device.
Conclusion
Using your smartphone to sign documents is a convenient solution for busy professionals. With the Microsoft Office app, you can quickly sign any document and email it back, ensuring you stay productive even when you're not at your desk. This method not only saves time but also provides flexibility in managing your work.

FAQ :

How can I sign a document without a computer?

You can sign a document using your smartphone by installing applications like Outlook and Microsoft Office. Open the document in the Office app, use the signature mode to sign it with your finger, and then save or share the signed document.

What applications do I need to sign documents on my smartphone?

You need to have the Outlook and Microsoft Office applications installed on your smartphone to retrieve and sign documents.

Can I save my signature for future use?

Yes, when you sign a document using the Microsoft Office app, you can save your signature for future use, making it easy to sign other documents quickly.

How do I share a signed document?

After signing the document in the Microsoft Office app, you can share it directly through the application of your choice, such as Outlook, by attaching it to an email.

Is it safe to store documents in OneDrive?

Yes, OneDrive provides secure cloud storage for your documents, allowing you to access them anytime from any device while keeping them safe.

Quelques cas d'usages :

Signing Contracts on the Go

Professionals who frequently travel can use their smartphones to sign contracts quickly without needing a computer. By using the Outlook and Microsoft Office apps, they can retrieve, sign, and send contracts directly from their mobile devices, improving efficiency and reducing delays.

Remote Work Document Management

Remote workers can utilize their smartphones to manage and sign important documents while away from their desks. This allows for seamless communication and document handling, ensuring that work continues smoothly regardless of location.

Legal Professionals Handling Client Agreements

Lawyers and legal professionals can use mobile applications to sign client agreements promptly. This capability allows them to maintain productivity and meet client needs without being tied to a physical office.

Real Estate Transactions

Real estate agents can quickly sign and send property agreements while on-site with clients. Using their smartphones, they can ensure that transactions proceed without unnecessary delays, enhancing client satisfaction.

Event Planning and Contracts

Event planners can sign contracts with vendors on the go, using their smartphones to finalize agreements quickly. This flexibility helps in managing multiple tasks efficiently and ensures timely execution of event plans.

Glossaire :

Outlook

A personal information manager from Microsoft, primarily used as an email application but also includes calendar, task manager, contact manager, note-taking, journal, and web browsing.

Microsoft Office

A suite of productivity applications developed by Microsoft, including Word, Excel, PowerPoint, and others, used for creating documents, spreadsheets, and presentations.

PDF

Portable Document Format, a file format developed by Adobe that captures document text, fonts, images, and vector graphics in a device-independent manner.

Signature mode

A feature in applications that allows users to create and insert a digital signature into documents.

OneDrive

A cloud storage service from Microsoft that allows users to store files and data online, enabling access from any device with internet connectivity.

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Yet I need to promptly sign

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an agreement I just received.

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How do I sign this document without

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a computer? One solution is to

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use my smartphone. I already

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installed Outlook and Microsoft

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Office applications on it.

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To get started, I opened the

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Outlook app to retrieve the

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contract that I received on my

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inbox. Attached a PDF attachment to

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open it with Microsoft Office app.

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I can read over the contract.

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Then in options I select the signature mode

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and the spot where I want

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my signature to appear.

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When the window pops up,

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I use my finger to sign the screen.

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By tapping store signature.

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My signature is saved and

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can be used whenever needed.

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I validate and if needed I just decide.

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My signature is now added to the document.

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I validate again an I shared a document

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directly in the application of my choice.

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I pick outlook. Reply to the same email

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by attaching the signed contract.

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I can also save this document to my

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OneDrive for safekeeping. This way.

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I can also open at anytime with a device.

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With the Microsoft Office app,

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I can use my mobile to quickly sign

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any document and email it back signed.

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