sunhux
asked on
How to create an Outlook item for e-signing by recipients
I've never done an Outlook e-signoff :
Appreciate a layman's instructions on how to do this:
Basically will attach a PDF for target audience in the Outlook & in email's body indicate
a few lines that they have read, understood & will adhere to what's attached in the PDF
& they have to click on a button to ack.
One other query:
the Outlook ack that we receive, is this a .msg file when exported/saved?
Appreciate a layman's instructions on how to do this:
Basically will attach a PDF for target audience in the Outlook & in email's body indicate
a few lines that they have read, understood & will adhere to what's attached in the PDF
& they have to click on a button to ack.
One other query:
the Outlook ack that we receive, is this a .msg file when exported/saved?
ASKER
Not what I'm looking for; I've seen in my past work place where
someone create an email that has buttons to click for "Approval"
someone create an email that has buttons to click for "Approval"
ASKER CERTIFIED SOLUTION
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There isn't a specific option for it. what you can do is, Create a new appointment or meeting request then attach your pdf and set the read receipt.
Outlook>>New Items>>Appointment or Meeting>>In the 'To' column, add the desired recipients, then 'Subject'>Location give any location like 'at your desk'>>start time and end time>>Then go to 'Insert' tab and attach the pdf file>>click on 'meeting' tab>>Response options, select 'Request Responses' and 'Allow new time proposals' then send it end users.
This is how normally we do here.