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Teams - Create and Send Signatures with Dedicated Services Tutorial

Transform your signing process with Adobe Sign's dedicated services. Discover how to create and send signatures using this powerful application compatible with Microsoft Teams. Prerequisite: an Adobe Sign account.

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Available in Microsoft365

Description

Objectifs :

This document aims to provide a comprehensive guide on using ADB Sign and DocuSign for managing approval requests and document signing. It outlines the necessary steps to create and send requests, as well as the features of these software solutions.

Chapitres :

Introduction to ADB Sign and DocuSign
ADB Sign and DocuSign are software solutions designed to facilitate electronic signatures and document approvals. They are fully compatible with Microsoft applications, making them convenient tools for businesses looking to streamline their document management processes.
Creating an Account
To use ADB Sign, you must first create an account. This account will allow you to access the application and utilize its features effectively.
Using ADB Sign
Once you are connected to your ADB Sign account, follow these steps to create a new approval request: - Click on 'New Approval Request'. - Fill in the required information, including an explicit name for the request. - Add a description if necessary. - Attach any relevant documents from your computer or the Adobe Sign side. - Specify the recipients who will sign or approve the request. After completing the request, you can send it and find it in the 'Sent' tab.
Features of ADB Sign
ADB Sign is recognized as an efficient solution with specific features that enhance the document signing process. Users can customize elements of the request and define a signing order, ensuring a smooth workflow.
Using DocuSign
Similar to ADB Sign, DocuSign allows users to create approval requests. To use DocuSign, follow these steps: - Connect to your DocuSign account. - Click on 'New Approval Request'. - Fill in the necessary information and provide an explicit name for the request. - Include a description if needed and attach documents from your computer or the DocuSign side. - Specify the recipients who will sign or approve the request. You can also define a signing order by clicking on 'Preparation'. This allows you to create a letter with customizable elements.
Finalizing and Sending Requests
Once you have completed the request in either ADB Sign or DocuSign, you can send it out for approval. After sending, you can track the status of your requests in the 'Sent' tab, ensuring you stay updated on the approval process.
Conclusion
ADB Sign and DocuSign provide powerful tools for managing document approvals and electronic signatures. By following the outlined steps, users can efficiently create, send, and track approval requests, enhancing their document management capabilities.

FAQ :

What is a Darby Sign?

A Darby Sign is a software application designed for managing approval requests and document signing, compatible with Microsoft products.

How do I create an approval request using Adobe Sign?

To create an approval request in Adobe Sign, log into your account, click on 'New Approval Request', fill in the required information, add a description if necessary, attach any relevant files, and specify the recipients who will sign or approve the request.

Can I customize the signing order in DocuSign?

Yes, in DocuSign, you can define a signing order by specifying the sequence in which recipients will sign the document during the setup of the approval request.

What types of documents can I send for approval?

You can send various types of documents for approval, including contracts, agreements, and any other files that require signatures or approvals.

What should I do if I encounter issues while sending an approval request?

If you encounter issues while sending an approval request, check your internet connection, ensure that all required fields are filled out correctly, and verify that the recipients' email addresses are accurate.

Quelques cas d'usages :

Contract Management

Using Darby Sign or Adobe Sign to streamline the process of sending contracts for approval and signature, reducing turnaround time and improving efficiency in contract management.

Human Resources Onboarding

HR departments can utilize DocuSign to send onboarding documents to new employees, ensuring that all necessary forms are signed electronically and stored securely.

Sales Agreements

Sales teams can leverage electronic signature platforms to quickly send sales agreements to clients, allowing for faster deal closures and improved customer satisfaction.

Legal Document Approval

Law firms can use Darby Sign to manage the approval process for legal documents, ensuring that all parties can sign and approve documents efficiently and securely.

Project Proposals

Project managers can send project proposals for approval using Adobe Sign, allowing stakeholders to review and sign off on proposals digitally, which speeds up project initiation.

Glossaire :

Darby Sign

A software application created by Darby that is fully compatible with Microsoft products, used for managing approval requests and document signing.

Adobe Sign

A cloud-based electronic signature service that allows users to send, sign, track, and manage signature processes digitally.

DocuSign

A widely used electronic signature platform that enables users to sign documents electronically and manage the signing process.

Approval Request

A formal request sent to recipients for their approval or signature on a document or agreement.

Signing Order

The sequence in which recipients are required to sign a document, which can be defined during the setup of the approval request.

Customizable Elements

Features within a document that can be tailored to meet specific needs, such as signature placement and additional fields.

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