From the Approvals hub
- If you’re in the new view of a new request, select New approval request > Adobe Sign.
- 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
- When creating a new message, select Approvals > Adobe Sign if you're in the new view of Approvals.
- If you're in the classic view, select E-sign > Adobe Sign.
- Sign into your Adobe Sign account or start a free trial.
From a new request
- Add the name of the request and any additional details.
- Select Add attachment, then Choose from Adobe Sign or Upload from my computer.
- Enter an email address and assign a role for each recipient:
- Signer – Someone who's required to sign the document
- Approver – Someone who's required to approve the request but not required to sign the document
- If recipients need to respond in a certain order, select Must complete in order.
- 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
- 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
- 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
- Choose the request you want to cancel, then select Cancel request.
- If needed, add comments to explain why're you're cancelling the request.
From a chat or channel in Teams
- Select View detailson the request you want to edit, then select Cancel request.
- 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.
Comments
0 comments
Please sign in to leave a comment.