Applies ToTeams

Try it! 

When you need signatures for your documents, there's no need to send multiple drafts or back-and-forth emails to people. Now you can attach documents in e-sign requests and send them directly in Approvals on your desktop or mobile device.  

Note: Approvals via Adobe Sign and DocuSign are not available in Government Community Cloud. (Approvals via Teams is available in GCC.) 

To create an e-sign request, you’ll need to sign into your account with an available e-signature provider such as Adobe Sign or DocuSign. If you don't have account, it's easy to start a free trial or create an account. 

Choose the e-signature provider you'll use to create, send, and manage e-sign requests.

Create an e-sign request

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Note: Classic and new views of a new request aren't reflected in this video. Updates coming soon. 

From the Approvals hub

  1. If you’re in the new view of a new request, select New approval request > Adobe Sign

    1. If you’re in the classic view, select E-sign > Adobe Sign

2. Sign into your Adobe Sign account or start a free trial. 

From a chat or channel

  1. When creating a new message, select Approvals > Adobe Sign if you're in the new view of Approvals.

    1. If you're in the classic view, select E-sign > Adobe Sign

  2. Sign into your Adobe Sign account or start a free trial.

From a new request

  1. Add the name of the request and any additional details.

  2. Select Add attachment, then Choose from Adobe Sign or Upload from my computer.

  3. Enter an email address and assign a role for each recipient: 

    1. Signer – Someone who's required to sign the document

    2. Approver – Someone who's required to approve the request but not required to sign the document

  4. If recipients need to respond in a certain order, select Must complete in order.

  5. If you need to add signature fields to the request, select Prepare. If you don't, select Send

Note: You won't be able to edit any requests that use Adobe Sign once you send it. 

Review an e-sign request

From the Received tab in Approvals

  1. Choose a request, then select Review. Adobe Sign will open in Teams and you'll have the option to sign, decline to sign, approve, or reject the request.

From a chat or channel

  1. Select View details on your chosen request, then select Review. Adobe Sign will open in Teams and you'll have the option to sign, decline to sign, approve, or reject the request.

Note: Once a request is complete, a signed copy of the document will be emailed to all recipients. 

Cancel an e-sign request

From the Approvals hub

  1. Choose the request you want to cancel, then select Cancel request.

  2. If needed, add comments to explain why're you're cancelling the request. 

From a chat or channel in Teams

  1. Select View detailson the request you want to edit, then select Cancel request.

  2. If needed, add comments to explain why you're cancelling the request. 

Note: Not only can you track all requests in the Sent and Received tabs in the hub, but the requests will also be shown in the chat or channel they were created in. You'll receive emails from Adobe Sign and notifications in your Teams activity feed.

Important: You can log in to an e-signature provider at any time. You'll stay logged in to your account for 30 days before you have to enter your credentials again. 

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