DocuSign Integration into Approvals App in Microsoft Teams

DocuSign Integration into Approvals App in Microsoft Teams

There may be times when managers need more formal attestation, such as a signature, before being able to act on an approval request. We will soon allow Teams admins to enable electronic signature support through DocuSign within the Microsoft Teams Approval app (desktop and web).

NOTE: A DocuSign license will be required to leverage this functionality/feature.

This message is associated with Microsoft 365 Roadmap ID 81674.

When this will happen

We expect this rollout to begin in mid-November and expect the rollout to be completed by late November.

How this will affect your organization

We are adding DocuSign as a new E-sign provider. This is in addition to Adobe sign.

When a Teams admin has added a provider such as DocuSign, that provider will be available in the Approvals app when a signature is needed. The Approvals app will track the entire workflow, in context, within Teams.

DocuSign will send an email to anyone listed as a signer on the request stating that there is a request for their signature. Internal signers will also get a Teams notification. DocuSign Integration into Approvals App in Microsoft Teams
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What you need to do to prepare

You must enable user credentials before anyone in your tenant will be able to use the DocuSign feature within Approvals.

Third party signature partners will appear in the Teams Approvals app by default. Should a Teams admin disable a provider, end users will not see the provider when creating an approval. You can disable providers during the public preview period.

Additional informationHelp and support

 

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