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Create approvals
Create approvals

Create an e-sign approval

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.

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.

Create an e-sign request

From the Approvals hub

  1. 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

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

  2. Select Add attachment, then select Choose from DocuSignUpload from my computer or Choose a template

  3. 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. 

  4. If you need recipients to respond in a certain order, turn on Must complete in order.

  5. 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

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

From a chat or channel

  1. Select View detailson the request you want to edit > Edit.

Cancel an e-sign request

From the Approvals hub

  1. Select the request you want to cancel > Cancel request.

  2. Add the reason why you're cancelling the request. This step is required.

From a chat or channel

  1. Select View detailson the request you want to edit > Cancel request.

  2. 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. 

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