MS Teams - E-sign Approvals via DocuSign – Union County IT

Create an e-sign request

From the Approvals hub

If you’re in the new view of a new request, select New approval request > DocuSign.
1. If you’re in the classic view, select E-sign > DocuSign.

2. Sign into your DocuSign account or Create a free account.

From a chat or channel

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

a. If you're in the classic view, select E-sign > DocuSign.

2. Sign into your DocuSign account or Create a free account.

From the new request

Add the name of your request and additional details.
Select Add attachment, then select Choose from DocuSign, Upload from my computer or Choose a template.
Add the name and email address of each recipient, and designate an action for each recipient:
- Sign – Recipient is required to sign the document.
- Get copy – Recipient will only get a copy of the signed document.
- View – Recipient is required to only view the document.
If you need recipients to respond in a certain order, turn on Must complete in order.
Select Prepare. The DocuSign site will open in Teams and you'll have the option to sign, decline to sign, approve, or reject the request.

Review an e-sign request

From the Received tab in the Approvals hub

1. Choose a request, then select Review. DocuSign 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 in Teams

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

Edit an e-sign request

Only the person who created the request can edit it. No edits can be made after a document has been signed.

From the Approvals hub

Select the request you want to edit, then select Edit.

From a chat or channel

Select View details on the request you want to edit > Edit.

Cancel an e-sign request

From the Approvals hub

Select the request you want to cancel > Cancel request.
Add the reason why you're cancelling the request. This step is required.

From a chat or channel

Select View details on the request you want to edit > Cancel request.
Add the reason why you're cancelling the request. This step is required.

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 DocuSign 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.