Overview

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 v51.0+
    • Firefox v47.0+
    • Microsoft Edge 12+
    • Internet Explorer 11+

Opomba:

Microsoft Teams is also available as a desktop app, which Adobe Sign fully supports.


IE/Edge browsers

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

  • 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
  • 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:

authenticate_to_365
365_password

 

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.

teams_welcome_screen

 

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.

teams_not_enabledforthetenant

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

add_the_tab_to_achannel

 

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

add_tab

 

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

 

    4. Click Save

save_the_tab_to_thechannel

 

An authorization overlay opens to capture the authentication credentials

 

    5. Click Authorize and Sign In

authorize_adobe_sign

 

    6. Authenticate to Office 365 by selecting your account

re-authenticate_to365

 

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

authenticate_to_adobesign
approve_access_toadobesign

 

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

adobe_sign_teamssendtab

 

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

adobe_sign_teamsmanagetab

Opomba:

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.

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

adobe_sign_bot_added

 

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.

authenticate_to_thebot


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
bot_cards

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
check_status_options

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

 

most_recent_options

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

search_by_date_range

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.

manage_tab_option


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

manually_find_thebots

 

The Bots search page opens.

    4. Search for Adobe

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

bots_page

 

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

bot_card

 

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.

added_bot


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
bot_in_channel

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