Body
What is this?
This article outlines how to send a document out for signatures using Teams and Adobe Sign.
Instructions
Sending a document for signature using Microsoft Teams is both convient and simple. To get started,
- login to Teams and click on the triple dots on the left hand side of the Teams window.
- Find and click on the Approvals icon.
![](https://servicedesk.nscc.ca/TDPortal/Images/Viewer?fileName=4c870a55-b1a9-4572-b72f-996dda4e61b7.png&beidInt=241)
- Click on the New approval request button on the right-hand side of the screen.
![](https://servicedesk.nscc.ca/TDPortal/Images/Viewer?fileName=3eb1bd45-8056-4a73-bc50-b527a953497a.png&beidInt=241)
- Now click on the Adobe Sign button.
![](https://servicedesk.nscc.ca/TDPortal/Images/Viewer?fileName=b44b8b0f-2d31-48ee-b04c-9ada3de85ced.png&beidInt=241)
- You can now create a message with your document attached and send it out for signature.
- Give your message a title.
- Add the some information for the recipient.
- Add your document.
- Enter your recipient's email address.
- Click the Prepare button.
![](https://servicedesk.nscc.ca/TDPortal/Images/Viewer?fileName=6ec6dd7f-33da-47be-92df-6c6be4510954.png&beidInt=241)
(Here's an example with the fields filled out.)
![](https://servicedesk.nscc.ca/TDPortal/Images/Viewer?fileName=dbd0581e-66c6-4c24-97f9-22935896c981.png&beidInt=241)
- You document will now open and you can place your signature field and any other field as appropriate.
- Click the Send button.
![](https://servicedesk.nscc.ca/TDPortal/Images/Viewer?fileName=601c49e2-b0d7-4150-86be-6aeecf7aa533.png&beidInt=241)
That's it! your document will now be emailed to your recipients. You'll also receive a confirmation email once the document is sent for signature and another email once the document has been signed (with a copy attached). You can also view the status of any document you've sent for signature right in Microsoft Teams, refer to the screen shot for Step #3 to see what that looks like.