Adobe Acrobat Sign for Microsoft Teams enables you to sign agreements, send agreements for e-signature, and manage in-progress agreements from within Teams. You can easily access Acrobat Sign actions and check the status of your recent documents from the Adobe Acrobat Sign home page. Adobe Acrobat Sign sends real-time agreement notifications to your Teams activity feed, which allows you to view and sign agreements directly from the feed. For smooth document workflows, you can view and access the documents waiting for your signature from anywhere in the app.
The Adobe Acrobat Sign for Microsoft Teams: User Guide explains how to use Adobe Acrobat Sign functionality within the Teams environment. It is not intended to be a comprehensive guide for Microsoft Teams as a whole.
To learn more about the upgrade process, refer to Adobe Acrobat Sign for Microsoft 365 Resource Center.
Adobe Acrobat Sign for Microsoft Teams is supported on Microsoft 365 via:
To access Adobe Acrobat Sign from the Microsoft Teams interface, you must log in to the Microsoft Teams portal using a Microsoft 365 user account.
Microsoft Teams provides tools to manage and monitor the Teams services and to manage your organization's users. Learn how to manage Microsoft Teams for your organization.
If you are denied access to Teams, contact your Microsoft 365 administrator and request them to enable Teams.
Note: If you are denied access to Microsoft Teams when authenticating to Microsoft, contact your Microsoft 365 administrator to have the Teams service enabled.
In the dialog that opens, select Use the web app instead to open the app in the browser.
Alternatively, you may select Get the Windows app to download the app for Windows and follow through the process.
It opens the Microsoft Teams web app, which can be configured to add Adobe Acrobat Sign in the Teams interface. You can install the Adobe Acrobat Sign app from the App Store in the Teams interface.
If using Adobe Acrobat Sign for Teams for the first time, you must install and sign in to Adobe Acrobat Sign. To do so:
Select Apps from the lower-left panel.
To pin the Adobe Acrobat Sign tab to the left panel, hover over the Adobe Acrobat Sign tab and right-click. Then, select Pin.
If you do not pin the Adobe Acrobat Sign tab to the left panel, the tab disappears when you switch to other channels. To reopen the installed Adobe Acrobat Sign app, select from the left panel, and then select Adobe Acrobat Sign from the list of installed apps.
It adds the Adobe Acrobat Sign tab to the left panel and opens the default home page of Acrobat Sign.
To learn more about the Adobe Acrobat Sign interface, refer to Adobe Acrobat Sign Get Started guide.
Discontinued access via Teams channel
You can no longer add Adobe Acrobat Sign as a tab in the Teams channel. If you were previously accessing the app via the Teams channel, you must install the Adobe Acrobat Sign app directly into Teams.
You can use Adobe Acrobat Sign for Microsoft Teams to author agreements, send them for signature, and track the status of documents sent for signature. The document recipients can log in from any device to sign the documents. You can use an agreement file saved on your computer or select a pre-defined agreement template from the list of templates.
To request signatures:
Select Adobe Acrobat Sign tab from the left panel. It opens the Adobe Acrobat Sign interface with the default Home tab, as shown below.
If you have installed Adobe Acrobat Sign but do not see the tab on the left panel, select from the left panel, and then select Adobe Acrobat Sign from the list of installed apps.
In the Request Signature details page, provide the following details:
Note: To exit from the Request signature page without completing the workflow, select Close from the top-right corner.
Access the list of agreements that are pending for your signature via one of the following methods:
To sign the agreement, select View & Sign. Alternatively, hover over the agreement name and select . It opens the agreement with all the required fields highlighted for you to sign, as shown below.
Select a highlighted field to sign. In the Sign dialog that opens, add your signature and then select Apply. It opens the Signature Preview dialog. Verify your signature and then select OK.
Once you complete all the required signature fields, it displays a message, as shown below.
The Adobe Acrobat Sign tab allows you to manage the agreements that are pending for your signature and the agreements that you have sent for signature. You can view and manage the completed or canceled agreements.
To manage agreements:
To view the list of agreements, select one of the following tabs in the left panel:
To remind the agreement recipients for signing an agreement:
4. In the 'Add a reminder' dialog that opens, fill in the required details and select Create.
The Adobe Acrobat Sign Bot is a way for you to retrieve the status information of your Adobe Acrobat Sign documents through a conversational chat. It helps you quickly check the status of documents that are waiting for signature and approval.
The Bot commands are supported as 1:1 chats via the Adobe Acrobat Sign chat.
When accessing the Adobe Acrobat Sign Bot interface for the first time, you are prompted to Sign In via a Welcome message, as shown below. Select Sign In and provide your Acrobat Sign credentials. Once signed in, you can quickly check the status of documents using the chat interface commands.
Within the Chat interface, you can issue several commands that return discrete Bot cards for any agreements found:
When checking the status, if the document name that you provide does not match an existing record, Acrobat Sign Bot displays the following two options:
The Activity feed also displays the agreement that is sent to the user for signing. Once the user selects the notification for the agreement received, it opens the document directly in the window to the right. The user can select Start to begin signing the document. Once the signer signs all the required fields, a notification is sent to the sender along with a copy of the signed document.
If you do not want to receive notifications, you can temporarily turn off the Sign notifications.
Note: To enable integration with the Activity feed, a Microsoft Teams admin must grant permissions requested by Adobe Acrobat Sign for MS Teams application for your organization. Refer to this Microsoft Teams Help page to learn how to grant org-wide admin consent to an app.
When you attempt to connect and authorize Adobe Acrobat Sign in Teams, you get the following error message after authenticating into the Microsoft 365 account:
Adobe Acrobat Sign for Microsoft 365 requires authorization to access your organization’s resources. Ask an administrator to grant permission for this app before you can use it.
You are prompted with an option to Sign in with another account or Request approval.
Note: Depending on the site configuration, the above error message may or may not include the Request approval button.
Why this happens:
The Adobe Acrobat Sign for Teams application uses the ClientID for the Microsoft 365 integration to authenticate in the Acrobat Sign tab inside Teams.
If Microsoft 365 configuration has placed restrictions on certain Office integrations, you see a dialog informing you that you need approval.
You must Install and approve the Adobe Acrobat Sign for Microsoft 365 integration using one of the following two ways:
If the configuration for Microsoft 365 restricts the applications that can be installed and do not allow users to request approval to add applications, you must install the application into an Office app and approve the add-in for the organization. To do so:
Once this app is installed and approved, any user can install Adobe Acrobat Sign for Teams without needing to request administrator approval.
When the admin receives a request for approval of the Adobe Acrobat Sign for Office365 app, the request contains a link to a page where you can approve the installation of the integration app for that one person.
Once you approve, follow these steps to process the approval: