Send for signature in Microsoft Teams

Transcript

The Acrobat sign Teams integration enables you to send agreements for signature, check the status of agreements, and send reminders all from within Microsoft Teams. To show this integration, I’ll walk through a workflow between a mortgage broker and an applicant. Starting inside Microsoft Teams, you can see we have a mortgage application Teams channel on the left-hand rail. Within Teams, the mortgage broker schedules a call with an applicant to review a mortgage loan application. She enters the applicant’s email address to invite them to a private meeting between just the two of them online. The applicant receives an email invitation for the call and accepts. When it’s time to join the call, the mortgage broker joins right from within the Teams channel. Once the applicant also joins the call, the broker uses the Teams screen share to walk through the terms of the mortgage offer. If questions come up during the call that the mortgage broker can’t answer, she can add colleagues to the call within Teams. The broker points out that the agreement needs to be signed to be binding, and the applicant verbally agrees to the terms. After the call ends, the broker selects Acrobat sign from the left-hand rail in Teams to send the mortgage offer out for signature. Notice how the sending experience is embedded directly inside of Microsoft Teams. After selecting request signatures, she enters the applicant’s email, a message, and then drag and drops the document to upload. At the bottom, she ticks preview and add signature fields before selecting next. In the Acrobat signing authoring environment, she automates the process of adding form fields to the document by selecting the automatic form field detection button on the left, and then ships off the offer by selecting send. The confirmation dialogue then appears. After a few days later, when she hasn’t heard anything about the contract, she checks the status using the Acrobat sign bot inside of Teams. The bot is a way to retrieve information on your Acrobat sign documents through a conversational chat. When the bot tells her that the offer hasn’t been signed, she sends a reminder right within the chat. The mortgage applicant receives a reminder message on his mobile device and taps the link to sign. He’s taken to Acrobat sign, where he taps the blue start button to securely sign the contract. When he taps to sign, he can type, draw, or upload an image of his signature. He chooses to draw out his signature using his finger on his phone. And then he types his name for confirmation, and the system date is automatically entered. The tap to sign button confirms his agreement with the contract, and that’s it. Back inside of Teams, the broker is automatically notified that the offer has been signed. By selecting the notification card in her feed, the agreement is automatically opened, and here she can download the completed contract or even see a complete legal audit trail of the final contract. The Acrobat sign Teams integration streamlines the signature process directly within Teams, which is necessary whether working from home, a remote location, or in a business office.