The Adobe Sign for Microsoft Teams integration provides both tab and bot interaction, designed to enable users to send agreements for signature or check status of existing agreements, all from within the collaborate Teams environment.

The scope of this document is limited to the Adobe Sign functionality within the Teams environment, and is not intended to be a comprehensive guide for Microsoft Teams as a whole.

Prerequisites

An active Adobe Sign account is required. A free trial of Adobe Sign is available.

Supported platforms:

• Office 365 – Using:
  • Chrome - current version
  • Firefox - current version
  • Microsoft Edge - current version

Edge browsers

For the add-in to work seamlessly in Edge browsers, you must trust the below sites in your browser security configuration:

• https://*.adobesigncdn.com
• https://*.adobesign.com
• https://*.echocdn.com
• https://*.echosign.com
• https://*.microsoft.com
• https://*.microsoftonline.com
• https://*.office.com
• https://*.office365.com
• https://*.live.com (If using a Live account)
• https://*.sharepoint.com
• https://cc-api-data.adobe.io
• If using a third-party identity management system, that URL needs to be added as well

Accessing Adobe Sign in the Teams interface

Microsoft Teams is enabled by the 365 administrator at the tenant level.

If you attempt to access Teams and are denied, contact your office 365 administrator and request that Teams be enabled.

To access and use Teams:

• Launch the portal: https://teams.microsoft.com.
• Authenticate to the Teams environment using your Microsoft 365 credentials.

The Teams page opens, showing a default landing page.

Adobe Sign is exposed as a Bot in the Chat interface, and both Chat and Teams can be configured to expose the tab.

If you are denied access to teams when you attempt to authenticate to Microsoft, you will need to contact your 365 administrator and have the Teams service enabled.

The Adobe Sign Tab

The Adobe Sign Tab can be added in a Team channel to give all team members the ability to send documents for signature and manage their agreements. Team members can access these capabilities while collaborating on opportunities, and check status of these agreements within a channel conversation.

To add the Adobe Sign Tab to any Channel:

    1. Click the channel to select it

    2. Click the + button

The Add a tab page opens. 

• If you do not see Adobe Sign, search for it using the search box at the top-right of the window
  • If you still cannot find Adobe Sign, contact your 365 administrator to investigate if the app is available to your organization

    3. Click the Adobe Sign icon

A challenge window opens to verify that you want to share the tab to the channel.

    4. Click Save

An authorization overlay opens to capture the authentication credentials

    5. Click Authorize and Sign In

    6. Authenticate to Office 365 by selecting your account

    7. Authenticate to Adobe Sign with your log-in credentials, and then Allow Access

The tab is added and shows the Send For Signature interface by default.

Click the Manage Agreements tab to expose the agreements associated to your account.

The Adobe Sign Bot

Adobe Sign Bot: Track Status of Documents waiting for Signature and Approval

The Adobe Sign Bot is a way for you to retrieve information on your Adobe Sign documents through a conversational chat.

The Adobe Sign Bot commands are supported in 1:1 chats via the Chat interface, as well as channel based chats in the Team interface.

Add the Bot to the Chat Interface

To add the Adobe Sign Bot functionality to the Chat interface:

    1. Open the Chat interface and search for Adobe Sign Bot

    2. Search for Adobe Sign

    3. Select the Adobe Sign Bot

        ○ The Bot is added to your list of "People" in the Chat interface

The first time you attempt to use the Bot interface, you are prompted to Please Sign in to Adobe Sign.

Click the Sign In button and provide your Adobe Sign credentials.

Once done, a success message is displayed.

Chat Interface Commands

Within the Chat interface, you can issue several commands that return discrete Bot cards for any agreements found:

• help - Displays a list of available commands for the Bot
  
• show docs for me - Displays documents waiting for your interaction
  • The Bot card allows you to download the agreement and/or sign the agreement
• show docs for others - Displays your documents that are waiting on others
  • The Bot card allows you to download the agreement and/or send a reminder to the current recipient
    
• check status - Prompts for the name of an agreement, and then displays the current status of that document

When checking status, if an agreement name is supplied that does not match an existing record, you are presented with two options:

• Show the most recent agreements sent (based on creation date)
• Return a list of agreements created within a specified date range
  

The option to search By most recent presents two additional options:

• Last agreement - Returns the last agreement created by the user
• Last 3 agreements - Returns the last three agreements created. Each agreement is presented on one card

Selecting the option to search by date range presents two date fields to specify the date range to return:

Searching by date range returns the three oldest agreements created within the range, and if more than three agreements are returned, a fourth card exposes a button to open the Manage window in Adobe Sign.

Add the Bot to the Team Channel

To add the Adobe Sign Bot functionality to the Team Channel:

    1. Navigate to the channel where you want to add the Bot

    2. Type an at symbol (@) into the input field

        ○ A pop-up menu appears showing the members of the channel. Add a bot is listed as the last item in the list

    3. Click on Add a bot

The Bots search page opens.

    4. Search for Adobe

    5. Click the plus symbol (+) to the right of Adobe Sign

The bot card for Adobe Sign opens, showing the description of the bot, and the permissions needed when enabling the bot.

    6. Click the Add button

Once the bot is added, a Hello! message displays in the channel, and the list of commands is presented.

The bot is enabled and ready to accept commands.

Team Channel Commands

You can call the Adobe Sign Bot in channel conversation with @Adobe Sign and enable team members to view the status of your documents.

Supported Bot command in channel conversation:

• help - Displays a list of commands
• check status - Prompts for the name of an agreement, and then displays the current status of that document
  

Common Issues