fbpx
Share

A step-by-step guide to using Adobe Sign in Microsoft Teams

Are you tired of chasing paper or working manually with repetitive tasks? Do you need to reduce the gap between approval and signature on contracts?

It might be easier than you think to digitise your whole document approval process – including legally binding signatures – using existing functionality in Microsoft Teams.

The new Approvals app within Microsoft Teams uses prebuilt workflows to manage the document approval process. Adobe Sign is the preferred electronic signature solution for Microsoft and the native integration makes it very easy to add digital signature requests from within the Approvals app.

Jump ahead to:

This video demonstrates how to utilise Adobe Sign inside Microsoft Teams to send out, track and manage documents for signature. Click the timestamps below to jump ahead to the following steps:

0:10 – Creating a new document review request using Microsoft Teams and Adobe Acrobat to gather feedback and track changes.
– Highlighting and commenting on text in a PDF
– Alerting specific team members
– Adding sticky notes to a document

1.48 – Submitting your document for approval using the new Approvals app in Microsoft Teams.

2.40 – Locating, activating and pinning the Adobe Sign add-in to your Microsoft Teams environment.

3.40 – Adding electronic signature requests to a document:
– Allocate signing roles – signer, approver, certified recipient etc.
– Adding 2nd level authentication for recipients
– Setting completion and reminder notifications

5.25 – Signing your document internally.

5.39 – Take a tour of the Manage tab in Approvals.

6.28 – Signing your document externally via any modern browser – no Adobe Sign software required.

7.48 – An overview of the Adobe Sign security and audit trail features:
– show Intent to sign digitally
– establish Identity is verified, and
– the document is Intact.

Sign up for your free trial of Adobe Sign today

 

Tags: Adobe, Adobe Sign, Business Productivity, Collaboration, Compliance, Licensing Services, Microsoft Teams, Modern Workplace, Software Licensing

Featured

Related

HP-C4T-x360-435-Promotion-VIDEO-Card-v2
Is the HP ProBook G9 the ultimate teaching tool?

As technology’s role in education evolves and expands, supplying teachers with devices to support the diversity of digital education is…

Data#3 Wins Schneider Electric Elite Partner Award
Data#3 named Schneider Electric Elite IT Solution Provider of the Year

March 17, 2023; Sydney, Australia: Leading Australian technology services and solutions provider, Data#3, today announced that it has been named…

Data#3 wins Aruba as a Service award
Data#3 wins Aruba ‘as a Service award for two consecutive years

February 1, 2023; Brisbane, Australia: Leading Australian technology services and solutions provider, Data#3, today announced that it has been named…

Why would you deploy SASE?
If Secure Access Software Edge (SASE) with Cisco Meraki is the destination, what does the journey to get there look like?

Firstly, let’s set the scene. The term SASE was first mentioned by Gartner Analysts in July 2019 and Gartner continues…

Data#3 named (HPE) Platinum Partner of the Year and Aruba GreenLake Partner of the Year
Data#3 enjoys double scoops at HPE/Aruba awards night

December 08, 2022; Brisbane, Australia: Leading Australian technology services and solutions provider, Data#3, is proud to announce that it has…

Data#3 HP Services Award Partner of the Year 2022
Data#3 Takes Home HP Services Partner of the Year Award

November 24, 2022; Brisbane, Australia: Leading Australian technology services and solutions provider, Data#3, is pleased to announce that it has…

MS-Surface-Laptop-5-Fall-22-Release-Video-Card
Microsoft Surface Laptop 5: Designed to exceed expectations

The all new Microsoft Surface Laptop 5 has arrived – and it is designed to power productivity and exceed expectations!…

MS-Surface-Pro-9-Fall-22-Release-Video-Card
Microsoft Surface Pro 9: Laptop power, tablet flexibility

The famously flexible form factor of Surface Pro, stays true to it’s roots with the release of the Surface Pro…