How to Create an E-sign Approval In Microsoft Teams

Note:

This video, however, does not reflect the classic view of a new request or the new view of a new request. We will update you as soon as possible.

From the Approvals hub

1. You can choose New approval request > Adobe Sign if you are in the new view of the new request.
   1. Choose E-sign > Adobe Sign if you are using the classic view.

2. Register for a free trial of Adobe Sign or login to your existing Adobe Sign account.

From a chat or channel

1. If you are on the new approvals view of the site, select Approvals > Adobe Sign when creating a new message.
   1. Choose E-sign > Adobe Sign from the classic view of the page if you are in the classic view.
2. Register for a free trial of Adobe Sign or sign in to your Adobe Sign account.

From a new request

1. If any additional details are needed, please add them to the request.
2. Choose Adobe Sign from the drop-down menu, then select Upload from my computer or Add an attachment to your existing email.
3. The recipient’s email address should be entered along with a role that should be assigned to each recipient:
   1. Signer – It is mandatory that the document be signed by someone who is responsible for signing it
   2. Approver – It is important for your request to be approved by someone who is not required to sign the request
4. Select the Must complete in order option if it is necessary for recipients to provide their responses in a certain order.
5. Adding signature fields to a request is easy if you select the Prepare option. It is not necessary to select Send if you don’t want to.

Note: 

As soon as you have sent any request that uses Adobe Sign, you will not be able to make any changes to it.

Review an e-sign request

From the Received tab in Approvals

1. Select the request that you want to review, and then click the Review button. After you are prompted to open Adobe Sign in Teams, you will be given the choice to approve the request, reject it, reject it, or decline to sign.

From a chat or channel

1. When you have chosen a request, click on View details, and then click on Review when you have finished. In your Teams account, once Adobe Sign has been enabled, you can either accept or decline the request for signing. If you are accepted, we recommend you approve the request.

Note: After the request has been completed, we will send a signed copy of the document to all recipients via email once it has been completed.

Cancel an e-sign request

From the Approvals hub

1. The first step in cancelling a request is to select the request you wish to cancel, and then select Cancel request.
2. If necessary, add a comment explaining why you are cancelling the request and what the reason is.

From a chat or channel in Teams

1. The first thing you need to do is select Edit details on the request you wish to edit, followed by Cancel request.
2. If necessary, add a comment to the request explaining why you are canceling it.

Note:

 As well as being able to see all requests in the hub’s Sent and Received tabs, you’ll also be able to see them directly in the chat or channel which the request was created in, so it’s not just the Hub. Your Teams activity feed will inform you of notifications from Adobe Sign along with the emails you receive from Adobe Sign.

Important: 

In order to use an e-signature provider, you will need to log in to your account at all times. In order to access your account again, you will need to enter your credentials again in 30 days if you have not yet logged into your account.

Docu sign

Create an e-sign request

From the Approvals hub

1. Select New approval request > DocuSign from the new view of the new request if you are in the new request view.
   1. Alternatively, if you selected E-sign > DocuSign from the classic view, you will see the following screen.

2. Create a free DocuSign account or sign into your existing DocuSign account.

From a chat or channel 

1. Choose Approvals > DocuSign if you are in the new view of the new request when you are creating a new message.

a. Select E-sign > DocuSign from the classic view if you’re in a classic view.

2. Creating a free account or signing in to your existing DocuSign account will allow you to sign in.

From the new request

1. Please add a brief description of your request as well as any additional information you may have.
2. Add an attachment by selecting Add attachment, then you can choose to use a template or to use the DocuSign system.
3. For each recipient, you must enter their name, their email address, and decide what action to take on their behalf:
   • Sign – The document must be signed by the recipient.
   • Get copy – Documents will only be sent to the recipient once they have been signed and they have received a copy.
   • View – This document should only be viewed by the recipient and no other action should be taken.
4. It is recommended that you turn on the Must complete in order setting if you want recipients to respond in an orderly manner.
5. Choose the Prepare option from the menu. If you open the DocuSign site using Teams, you will be offered the option of signing the document, declining to sign it, approving, or rejecting it.

Review an e-sign request

From the Received tab in the Approvals hub

1. Once you have selected a request, you will have the option to review it. As soon as the DocuSign forms are opened in Teams, you will be able to sign them, decline them, approve them, or reject them, depending on your preferences.

From a chat or channel in Teams

1. Review the details by selecting View details, and then select the Review button. You will be presented with a window that offers you the option of signing, declining to sign, approving, or rejecting the document.

Edit an e-sign request

There can only be one person who has access to edit the request and that is the person who created it. It is not possible to make any changes to a signed document after it has been signed.

From the Approvals hub

1. When you have selected the request that you would like to edit, click on the Edit button.

From a chat or channel

1. In order to edit a request, select View details on the request that you wish to edit > Edit the request.

Cancel an e-sign request

From the Approvals hub

1. You can cancel a request by selecting it and clicking on Cancel.
2. If you are cancelling a request, please let us know what the reason is for doing so. The following step must be completed in order to proceed.

From a chat or channel

1. You will be able to cancel a request by selecting View details on the request that you want to edit.
2. If you would like to cancel the request, please provide the reason for it. It is necessary for you to complete this step.

Note: 

With the hub, you have the option of viewing all your sent and received requests directly in the chat or channel in which they were received, but you have the option of also seeing them in the tab Sent and Received on the hub. Your Teams activity feed will display notifications from DocuSign as well as emails from DocuSign.

Check In video

Important: 

A website that provides e-signature services allows you to login at any time and complete the process. The first time you log into your account, your login credentials will remain valid for a period of 30 days until you have to re-enter them, after which, you will have to log in again.

Frequently Asked questions

How do I set up Microsoft Teams approval?

How do I add approval to my Teams Channel?

1. Join Microsoft Teams by signing into your Microsoft account.
2. Select the chat or channel in which you would like to send the approval and then navigate to the appropriate section.
3. Under the compose box, you will find an approvals icon. Please click on it.
4. If you click on the icon, a modal dialog box will appear asking you to enter the details relating to the approval once you click on the icon.