DocuSign AddIn - Outlook

Hello ​@TThan 

Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible. 
To provide you with an accurate solution, could you specify which versions you are trying to run and the specific issue you encounter?

For more information, check these relevant articles.
System Requirements
Unable to install Docusign for Outlook in Office 2016

Sincerely,

Ma. Cassandra | Docusign Community Moderator
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Hello,

thank you for your reply.

We are currently trying to use the DocuSign Outlook Add-in in a local Outlook environment without Exchange Online.

The main issue is that the Add-in does not work correctly when trying to send envelopes through Outlook. During troubleshooting, we were recently informed that Exchange Online may actually be required for the integration to work properly.

At the moment, we are trying to clarify whether there is any supported way to use the Outlook Add-in without Exchange Online, or if this setup is technically not supported at all.

The Outlook versions currently in use in our environment are:

• 16.0.19929.20172

• 16.0.20026.20076

• 16.0.20026.20112

Thank you in advance for your support.

Hi ​@TThan 
Exchange can be used with the Docusign for Outlook App, but it requires having access to the Appstore configured. It's also not supported.
I would think Exchange on-premises will not work (or will work with great difficulty) because it is "further away" from M365 than Exchange Online is.
 

Sincerely,

Ma. Cassandra | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer."

Hello ​@TThan 

How are you? I'm just checking in to see if you still need help. If yes, please reply here with more context, or confirm if the issue has been resolved. 

If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!

If you found the response to be a valuable solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!

Sincerely,

 Ma. Cassandra | Docusign Community Moderator
If this helped. Feel free to Like👍and click "Best Answer."

Hello,

our environment consists of Microsoft 365 (Outlook, Word, Excel, etc.), but our mailboxes are hosted on an on-premises Exchange Server rather than Exchange Online.

Based on the responses received so far, it is still not clear to me whether the DocuSign Outlook Add-in is generally supported in such a configuration or whether Exchange Online is actually required.

I would therefore like to keep this question open in case other community members have a similar environment.

Is anyone successfully using the DocuSign Outlook Add-in with Microsoft 365 Apps and an on-premises Exchange Server? If so, were any special configurations or additional settings required?

Thank you!

Hello ​@TThan 
At this time, the Docusign Outlook Add-in is not officially supported for on-premises Exchange Server environments. While some customers may be able to get the add-in working with an on-premises Exchange deployment, this configuration is not actively tested or supported by Docusign. One known requirement is that the environment must have access to the Microsoft Store. However, because on-premises Exchange is not a supported configuration, DocuSign does not maintain a comprehensive list of requirements, configurations, or troubleshooting guidance for these deployments.

We welcome feedback from other community members who may have experience using the Docusign Outlook Add-in with an on-premises Exchange environment and are willing to share their setup and best practices.

Sincerely,

 Ma. Cassandra | Docusign Community Moderator
If this helped. Feel free to Like👍and click "Best Answer."

Hello,

we have access to the Outlook Store and successfully installed the DocuSign add-in through it.

Our current environment is as follows:

> Microsoft 365 Apps installed

> Local Exchange server installed

> Outlook Store / Add-in Management accessible

> DocuSign Outlook add-in successfully installed

Envelope creation works, but sending the signed envelopes fails.

Sincerely

Hello ​@TThan 
Thank you for providing the details of your environment. I understand how frustrating it can be when envelope creation works, but you're unable to send the signed envelopes. Since your add-in is successfully installed and the issue occurs specifically during sending, we recommend creating a support case with our technical team for further investigation. Please include the exact error message you receive, along with your Outlook version, Exchange Server version, and any relevant screenshots or logs. This information will help the team better diagnose the issue and identify the best resolution.

We appreciate your patience and look forward to assisting you further.
 

Sincerely,

 Ma. Cassandra | Docusign Community Moderator
If this helped. Feel free to Like👍and click "Best Answer."

Hallo,

das habe ich bereits getan und warte derzeit noch auf eine Rückmeldung.

Ich möchte die Frage hier in der Community dennoch offen lassen, da ich hoffe, dass sich eventuell ein anderer DocuSign-Anwender meldet, der eine ähnliche Umgebung oder sogar das gleiche Problem hat und seine Erfahrungen oder eine mögliche Lösung teilen kann.

Grüße

Hello, 

i have already done that and am currently waiting for a response.

However, I would like to keep this discussion open in the community in the hope that another DocuSign user with a similar environment or even the same issue may be able to share their experience or suggest a possible solution.

Sincerely