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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.
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- Click on the New approval request button on the right-hand side of the screen.
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- Now click on the Adobe Sign button.
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- 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.
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(Here's an example with the fields filled out.)
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- You document will now open and you can place your signature field and any other field as appropriate.
- Click the Send button.
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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.