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Adobe Acrobat Sign for Microsoft Teams: User Guide

  1. Adobe Acrobat Sign-integreringar
  2. Nyheter
  3. Produktversioner och livscykel
  4. Acrobat Sign för Salesforce
    1. Installera paketet
    2. Konfigurera paketet
    3. Användarhandbok
    4. Användarhandbok för utvecklare
    5. Handbok om avancerad anpassning
    6. Användarhandbok för fältmappning och mallar
    7. Användarhandbok för den mobila appen
    8. Flödesautomatiseringsguide
    9. Användarhandbok för Document Builder
    10. Konfigurera stora dokument
    11. Användarhandbok för uppgraderingar
    12. Versionsinformation
    13. Svar på vanliga frågor
    14. Felsökningsguide
    15. Ytterligare artiklar
  5. Acrobat Sign för Microsoft
    1. Acrobat Sign för Microsoft 365
      1. Installationshandbok
    2. Acrobat Sign för Outlook
      1. Användarhandbok
    3. Acrobat Sign för Word/PowerPoint
      1. Användarhandbok
    4. Acrobat Sign för Teams
      1. Användarhandbok
      2. Användarhandbok för Live Sign
      3. Användarhandbok för mobilt
      4. Versionsinformation
      5. Microsoft Teams-godkännanden
    5. Acrobat Sign för Microsoft PowerApps och Power Automate
      1. Användarhandbok
      2. Versionsinformation
    6. Acrobat Sign Connector för Microsoft Search
      1. Användarhandbok
      2. Versionsinformation
    7. Acrobat Sign för Microsoft Dynamics 
      1. Översikt
      2. Dynamics Online: installationshandbok 
      3. Dynamics Online: användarhandbok 
      4. Dynamics On-Prem: installationshandbok 
      5. Dynamics On-Prem: användarhandbok
      6. Handbok för arbetsflöde för Dynamics
      7. Dynamics 365 för Talent
      8. Användarhandbok för uppgraderingar
      9. Versionsinformation
    8. Acrobat Sign för Microsoft SharePoint 
      1. Översikt
      2. SharePoint On-Prem: installationshandbok
      3. SharePoint On-Prem: användarhandbok för mallmappning
      4. SharePoint On-Prem: användarhandbok
      5. SharePoint On-Prem: versionsinformation
      6. SharePoint Online: installationshandbok
      7. SharePoint Online: användarhandbok för mallmappning
      8. SharePoint Online: användarhandbok
      9. SharePoint Online: användarhandbok för mappning av webbformulär
      10. SharePoint Online: versionsinformation
  6. Acrobat Sign för ServiceNow
    1. Översikt
    2. Installationshandbok
    3. Användarhandbok
    4. Versionsinformation
  7. Acrobat Sign för HR ServiceNow
    1. Installationshandbok
  8. Acrobat Sign för SAP SuccessFactors
    1. Installationshandbok för Cockpit (ersatt)
    2. Installationshandbok för rekrytering (inaktuell)
    3. Användarhandbok för rekrytering
    4. Installationshandbok för Cloud Foundry
    5. Versionsinformation
  9. Acrobat Sign för Workday
    1. Installationshandbok
    2. Snabbstart
    3. Självstudiekurs i konfiguration
  10. Acrobat Sign för NetSuite
    1. Installationshandbok
    2. Versionsinformation
  11. Acrobat Sign för SugarCRM
  12. Acrobat Sign för VeevaVault
    1. Installationshandbok
    2. Användarhandbok
    3. Användarhandbok för uppgraderingar
    4. Versionsinformation
  13. Acrobat Sign för Coupa BSM Suite
    1. Installationshandbok
  14. Utvecklingsdokumentation för Acrobat Sign
    1. Översikt
    2. Webhookar
    3. Texttaggar

Overview

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 isn’t intended to be a comprehensive guide for Microsoft® Teams as a whole.

Follow Adobe Acrobat Sign for Microsoft® Teams: User guide to learn how to:      

Adobe Acrobat Sign for Teams is available on your iOS or Android device so that you can sign, send, and track agreements on the go. Refer to the Acrobat Sign for Microsoft Teams mobile: User guide.

Prerequisites

  • Users must have an active Adobe Acrobat Sign account. You may also use the Free trial of Adobe Acrobat Sign.
    Accounts in the Acrobat Sign for Government environment don't have access to free trials.  
  • Existing users of Adobe Acrobat Sign for Teams must upgrade to Adobe Acrobat Sign for Teams version 2.0 or later. To do so, go to admin.teams.microsoft.com and update the app package to Adobe Acrobat Sign for Teams 2.0. You'll be prompted to accept the app permissions.

To learn more about the upgrade process, refer to Adobe Acrobat Sign for Microsoft 365 Resource Center.

Supported platforms

Adobe Acrobat Sign for Microsoft® Teams is supported on Microsoft® 365 via:

  • Chrome - current version
  • Microsoft® Edge - current version
  • Microsoft® Teams desktop application for Windows® & macOS
Obs!

Microsoft® Teams is available as a desktop app, web app, and as a mobile app on iOS and Android™. Adobe Acrobat Sign for Microsoft® Teams is fully supported on all three platforms: desktop, web, and mobile. 

See how to access the Adobe Acrobat Sign for Microsoft® Teams mobile app.

Access Adobe Acrobat Sign in the Teams interface

To access Adobe Acrobat Sign from the Microsoft® Teams interface, 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’re denied access to Teams, contact your Microsoft® 365 administrator and request them to enable Teams.

To access Adobe Acrobat Sign in the Teams interface:

For Admins: Install the Acrobat Sign app for your Org via Microsoft Teams Admin center

  1. Allow Adobe Acrobat Sign app in your tenant using the following steps:

    1. Sign in to the Microsoft Teams admin center.
    2. From the left panel, select Teams app > Manage apps.
    3. Search for the Adobe Acrobat Sign app and select it. It opens the app details page.
    4. Select the Permissions tab and then select Review Permission.
    5. Select Accept.
  2. From the left panel, select Teams app > Setup policies.

  3. Under Manage policies tab, select Global (Org-wide default), and then select Edit.

  4. Under Installed apps, select Add apps.

  5. Search Adobe Acrobat Sign, select Add next to the app name, and then select Add.

  6. Select Save.

    After you complete the configuration, all the users assigned to the setup policy will have the Acrobat Sign app installed.
    To selectively allow the Acrobat Sign app for a few individuals or for a group, use 
    app permission policies.

For Admins: ENable the Documents tab for your org

  1. Go to the MS Consent Page.

  2. Authenticate using your Microsoft admin credentials.

  3. Select Accept to grant the permissions to Acrobat Sign app.

    Acrobat Sign for Teams: Grant Documents tab permission

For Users: Install the Acrobat Sign app via the Microsoft Teams store

  1. Launch the Microsoft Teams portal and then sign in using your Microsoft 365 account credentials.
    To create a new account, select Create one!
    Obs!

    Adobe Acrobat Sign for Teams supports Single Sign-On via Azure AD SSO. For questions on configuring SSO for your Teams environment, contact your Microsoft Teams Admin.

    team sign in

    teams pwd

  2. If you’ve previously signed in from your current browser, you are prompted to pick an account for signing in. Pick a listed account or select Use another account to add an account.

    Obs!

    If you are denied access to Microsoft Teams when authenticating to Microsoft, contact your Microsoft 365 administrator to have the Teams service enabled.

    pick an account

  3. 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.

    select-teams-app

  4. From the lower-left panel, select Apps.

    sign for teams interface

  5. In the Apps Store window, search for Adobe Acrobat Sign, and then from the search results, select Adobe Acrobat Sign.

    Note: If you don't have Acrobat Sign configured in your Teams account, contact your Microsoft Teams admin.

  6. In the Adobe Acrobat Sign dialog that opens, select Add

    install sign for teams 3.0

  7. In the dialog that opens, select Connect Adobe Acrobat Sign account.

    Connect Adobe Acrobat Sign account to MS Teams.
    Select the link for Connect Adobe Acrobat Sign account and follow the workflow.

  8. In the Sign-in dialog, enter your Adobe Acrobat Sign email and password, and select Sign In.

    Once connected, the Adobe Acrobat Sign app appears in the left panel and the Sign interface opens, as shown below.

    Acrobat Sign for Microsoft Teams: Home tab

  9. To pin the Adobe Acrobat Sign tab to the left panel, hover over the Adobe Acrobat Sign tab and right-click. Then, select Pin.

    Obs!

    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 send documents for signature, sign documents, and to manage documents, refer to the topics below.

    To learn more about the Adobe Acrobat Sign interface, refer to Adobe Acrobat Sign Get Started guide.

    Obs!

    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.

Send agreements for signature

You can use Adobe Acrobat Sign for Microsoft Teams to author agreements, send them for signature, and track the status of agreements sent for signature. The agreement recipients can log in from any device to sign the documents. You can request signatures on:

  • Files saved on your computer.
  • Pre-defined agreement template from the list of templates. 
  • Office files that you have recently accessed.
  • Files from your Teams and channels.
  • Filed saved to your OneDrive.

To request signatures:

  1. Select the Adobe Acrobat Sign tab from the left panel. It opens the Adobe Acrobat Sign interface with the default Home tab, as shown below.
    Note: 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.

    Acrobat Sign for Microsoft Teams: Home tab

  2. Select Request Signatures. Or, from the Request Signatures box, select Start.

    It opens the Request Signature details page, as shown below.

    Request signature using Adobe Acrobat Sign for Teams.
    Fill in the required details to send agreements for signature.

  3. In the Request Signature details page, provide the following details:

    1. To send the agreement from a particular group, select the group name in the Send from field.
    2. Under Recipients, enter the email address of a recipient. Then, open the   drop-down menu to select a role for the signer from the list that opens.
    3. To add more recipients, enter email addresses of the recipients in the recipient boxes that appear below the added recipient.
    4. To add yourself as one of the recipients, select Add me.
    5. To add a group of recipients, select Add Recipient Group .
    6. To have the recipients sign in the same order as they appear in the list, enable the Complete in Order button.
    7. Optionally, add a message for your recipients. To add a private message for each recipient, select  next to the recipient's email address and write the message in the dialog that appears.
    8. Select Add Files to select a document that needs to be signed. In the Select Files dialog that opens, select Choose Files from My Computer to select a file from your computer. Or, from the Templates tab select a template file. Select Attach.
    9. Alternatively, drag and drop your files in the box given,
    10. To set a password to open the shared document, select Password Protect. It allows only the recipients with the password to access the document.
    11. To set a deadline, select Completion Deadline and enter a date in the box that appears.
    12. To send a reminder message to the recipients for pending documents, select Set Reminder.
    13. To preview your document and add specific signature fields for each recipient, select Preview & Add Signature Fields. It opens the document in preview mode where you can add signature fields for each recipient, review the document, and send for signature.
    14. Select Send.

    Note: To exit from the Request signature page without completing the workflow, select Close from the top-right corner.

To quickly send your office, Teams or OneDrive files for Signature:

The Documents tab of the Acrobat Sign add-in allows you to quickly access your Office recents, Teams and channels, or OneDrive files. You can select any file and instantly send it for signature using the steps below.

  1. Select the Adobe Acrobat Sign tab from the left panel and then from the top menu, select Documents

    Quicly access files from Documents tab.

  2. When accessing the Documents for the first time, you may be prompted to allow access to your files. 

    1. In the dialog that appears, select Next
    2. Sign in to your account if prompted.
    3. In the Permissions requested dialog, select Accept.
    allow-files-access

    permissions

    Once done, the Documents tab displays the list of files in your Office recents, Teams and channels, and OneDrive files.

  3. From the list of files, navigate to the file that you want to send for signature, hover over the file name, and then select   > Request e-signatures.

    In the example below, the user wants to request a signature on the SampleDocument.pdf file located in his OneDrive.

    send from Documents tab in Sign for teams

  4. In the Request e-signatures panel that opens:

    1. To send the agreement from a particular group, select the group from the Send From drop-down menu.
    2. Enter the email address of one or more recipients.
    3. Modify the message if needed.
    4. Once done, select Send.

    Note: You may edit the agreement and add signing options before sending it for signature. To do so, select Add options and edit agreement checkbox and then select Next. Modify the file as desired and then select Send.

    Request signature from Documents tab.
    Fill in the required details for to quickly send documents for signature.

    The file is sent for signature and you see a confirmation message. You can track the progress of the sent agreement from the Manage tab. 

Sign agreements

You can review and sign agreements that are sent to you for signature using Adobe Acrobat Sign for Teams via any browser or device. The agreements that are pending for your signature are listed with a 'Waiting for you' status.
To review and sign agreements:
  1. Access the list of agreements that are pending for your signature via one of the following methods:

    • Under 'Here's an overview of your agreements' on Adobe Acrobat Sign Home page, select Waiting for you.
    • From the lists of agreements on Adobe Acrobat Sign Home page, select Waiting for you tab.
    • Under the Manage tab, select Waiting for you from the left panel.
    • From the notifications in the activity feed, select the message for the document that you want to sign. 
    • In the Chat, type 'Show docs for me' and enter. 
    Acrobat Sign agreements: Waiting for you

  2. From the list of pending agreements, select the agreement that you want to sign. Then, from the right panel that opens, take one or more of the actions, as required.

    view sign agreements

  3. To view the agreement, select Open Agreement or hover over the agreement title and select Open. It opens the agreement in view-only mode.

  4. To download the agreement, select Download PDF.

  5. To download an audit report of the agreement, select Download Audit Report. It downloads a report in PDF.

  6. 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. 

    sign document fields

    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.

    sign dialog

    sign preview

    Once you complete all the required signature fields, it displays a message, as shown below.

    signed message

Sign agreements with secondary authentication

You can use the Acrobat Sign for Microsoft Teams application to sign documents that require secondary authentication. To do so:

  1. Open the document that requires secondary authentication.

    You'll be prompted to complete the authentication.

  2. On the prompt message that appears, select Continue.

    It directs you to the Acrobat Sign page for authenticating your identity.

    Acrobat Sign for Microsoft: Sign agreements with secondary authentication

  3. On the Acrobat Sign page message that appears, select Sign In.

    Acrobat Sign for Microsoft: Sign agreements with authentication

  4. Enter your user credentials and then proceed to sign the document.

    Once you sign the document, it appears in the 'Completed' agreements list.

    Acrobat Sign for Microsoft: Sign agreements with authentication

Manage agreements

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:

  1. Select Adobe Acrobat Sign from the left panel.

  2. From the default Home tab, under Manage agreements, select Go to Manage. Alternatively, from the top menu, select Manage. It opens the Your agreements page, as shown below.

    manage agreements page

  3. To view the list of agreements, select one of the following tabs in the left panel:

    • In progress: It displays the agreements that you have sent for signing and are pending for recipients' signatures.
    • Waiting for you: It displays the agreements that are pending for your signature.
    • Completed:  It displays the list of completed agreements.
    • Canceled: It displays the list of agreements that are canceled.
    • Expired: It shows the agreements that have expired or are not valid anymore.
    • Archived: It shows the agreements that have been archived.
    • Draft: It shows the agreements that are in draft stage.
  4. To open an agreement from a list, open the list and hover over the agreement that you want to open, and select Open.

  5. To take other actions on an agreement, open the corresponding list of agreements, hover over the agreement, and select the desired action button. The action buttons available for an agreement vary with the status of the agreement.

  6. To edit an agreement in Draft status, select Edit Agreement from the right panel, or hover over the agreement name and select .

    manage draft

  7. To cancel an agreement that is in progress, select the agreement and then select Cancel. In the dialog that opens, enter a reason for canceling the agreement, if desired. To send a cancellation email to the recipients, select Notify recipients via email. Next, select Cancel Agreement

    cancel agreement dialog

  8. To remind the agreement recipients for signing an agreement:

    1. Select In Progress to open the list of agreements that you have sent for signature.
    2. Select the agreement that you want to send a reminder notification for. 
    3. From the Actions panel that opens, select Remind. Or, hover over the agreement and select 
    remind

      4. In the Add a reminder dialog that opens, fill in the required details and select Create.

    set reminder

Access Adobe Acrobat Sign via chatbot

The Adobe Acrobat Sign bot lets you check the status of your documents through a chat conversation. You can easily see which documents are awaiting signature and approval.

To use the bot, start a 1:1 chat with the Adobe Acrobat Sign chat.

The first time you access the bot, you'll receive a welcome message prompting you to Sign In. Simply select Sign In and enter your Acrobat Sign credentials. After signing in, you can instantly check document statuses using chat commands.

chatbot-sign-in

Chat interface commands

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

  • help – It displays a list of available commands for the Bot.
  • show docs for me – It displays the documents that are waiting for your interaction. The Bot card allows you to sign and download the agreement.
  • show docs for others – It displays the documents that are waiting for others. You can download the agreement and send a reminder to the current recipients.
  • check status – It prompts you to provide the name of an agreement. Once you enter the name of an agreement or a partial string of the agreement name, it displays the status of the related document.
Acrobat Sign for Microsoft Teams: Use bot to check status of document

chatbot-check-status

When checking the status, if the document name that you provide doesn’t match an existing record, Acrobat Sign Bot displays the following two options:

  • By most recent – It displays a list of recently created/sent agreements. You can choose to see the last sent agreement or the last three agreements.
  • By date range – It shows a list of agreements that are created within a specified date range. It returns the three latest agreements created within the range. If more than three agreements are returned, a fourth card exposes a button to open the Manage window in Adobe Acrobat Sign.
chatbot-status-options

Sign agreements via notifications

Adobe Acrobat Sign for Teams now sends notifications when users receive an agreement for signing. The notifications pop up in the Teams app and appear in the activity feed. The signer can follow the link in the notification to sign the agreement directly within the Teams app.

To allow notifications, a Microsoft Teams admin must grant permissions requested by Adobe Acrobat Sign for the Microsoft Teams application for your organization. Refer to this Microsoft Teams Help page to learn how to grant org-wide admin consent to an app.

If you don't want to receive notifications, you can temporarily turn off the Sign notifications.

Obs!

If you are unable to send or receive notifications, run the following troubleshooting steps:

  • Ensure that the admin Grants org-wide admin consent permission for both Sender and Receiver Microsoft Teams users.
  • To ensure that the agreement sender/receiver gets notifications, the permissions requested by the Adobe Acrobat Sign app must be granted by the admin in the Admin Center. 
  • The user should have logged into the Acrobat Sign app within the last 30 days to receive a notification for signing agreements.
Sign-home-notifications

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.

Common issues

The problem:

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’re prompted with an option to Sign in with another account or Request approval.

Authentication error message

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. 

Solution:

As an admin, you must install and approve the Adobe Acrobat Sign for Microsoft® 365 integration using one of the following two ways:

  • Install the Acrobat Sign app from the Microsoft® App store into Word, PowerPoint, or Outlook.
  • Respond to a Request for Approval, and grant admin consent from the application permission.

Install Acrobat Sign from the Microsoft App Store into Word or PowerPoint

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:

  1. Log in to Microsoft Office as an administrator.
  2. Open Microsoft Word and create a new blank document.
  3. From the ribbon, select Insert > Add-ins.
  4. In the dialog that opens, search for Adobe.
  5. Locate Acrobat Sign for Word and PowerPoint in the search result and select Add.
  6. Once the Add-in is installed, open the add-in using one of the following ways:
    • Respond to the toast notification offering to get started.
    • Select Send for Signature or Agreement Status option from the ribbon.
  7. In the add-in window that opens, select Get Started.
    It prompts you to authenticate Microsoft 365 and approve access for the add-in.
  8. Select Approve for my organization.
  9. Select Approve to configure the Acrobat Sign for Office365 add-in to be used by all members of your organization. 

Once this app is installed and approved, any user can install Adobe Acrobat Sign for Teams without needing to request administrator approval.

Respond to a Request for Approval, and grant admin consent from the application permissions

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:

  1. Log into the Azure Active Directory admin center as an Administrator.
  2. From the left navigation menu, select Enterprise applications.
  3. From the Enterprise applications navigation menu, select All applications.
  4. In the All applications list, select Adobe Acrobat Sign for Microsoft 365 link to navigate to the properties for the application.
  5. From the navigation menu, select Permissions to display the permissions afforded to this application.
  6. Select Grant admin consent for <Organization Name> to approve the application and allow all users in your organization to use the Adobe Acrobat Sign integration for Teams.

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