Install from the MS App Store into Word or PowerPoint
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.
An active Adobe Sign account is required. A free trial of Adobe Sign is available.
Microsoft Teams is also available as a desktop app, which Adobe Sign fully supports.
Teams on mobile devices is not supported.
Private/Incognito browser sessions are not supported.
For the add-in to work seamlessly in Edge browsers, you must trust the below sites in your browser security configuration:
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:
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 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.
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.
Click the Sign Out link in the top-right of the window to break the authenticated link to Adobe Sign.
You may want to do this to sign in to a different Adobe Sign user.
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.
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.
Within the Chat interface, you can issue several commands that return discrete Bot cards for any agreements found:
When checking status, if an agreement name is supplied that does not match an existing record, you are presented with two options:
The option to search By most recent presents two additional options:
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.
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.
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:
When attempting to authorize Adobe Sign in Teams, the user triggers an error after authenticating into the O365 account:
Adobe Sign for O365 requires authorization to access your organizations’s resources, and this access can only be authorized by an administrator. Please ask an administrator to grant permission for this app before you can use it.
The admin is asked for a reason, and offered an option to Sign in with another account or Request approval.
Depending on the site configuration, the below error message may or may not include the Request approval button.
Why this happens:
The Adobe Sign for Teams application uses the ClientID for the Office365 integration to authenticate in the Adobe Sign tab inside of Teams.
If the Office 365 configuration has placed restrictions on which Office integrations can be installed by users, then users will see this dialog informing them that they need approval.
Work Around: Install and Approve the Adobe Sign for Office365 integration
There are two ways to install and approve the Adobe Sign for Office365 integration:
Install from the MS App Store into Word or PowerPoint
If the configuration for Office365 restricts the applications that can be installed and does not allow users to request approval to add applications you will need to install the application into an Office app and approve the add-in for the organization.
This opens a dialog for Office Add-ins:
Once the Add-in is installed, open the add-in by either
You are presented with the add-in window:
You are then prompted to authentication Office 365 and a dialogue box request you to approve access for this add-in.
Once this app is installed and approved, any user can install Adobe Sign for Teams without needing to request administrator approval.
Respond to a Request for Approval, and grant admin consent from the application permissions
If the admin has received a request for approval of the Adobe Sign for Office365 app there will be a link to process that request. The link will take you to a page where you can approve the installation of the integration app for that one person.
Once you have approved the request:
You will see the Adobe Sign for Office365 application in the list of installed applications. This does not mean that the application can be installed by everyone, only that the app is available for users to see.
Approve the Adobe Sign for Office365 integration add-in
In the Enterprise applications | All applications list: