Microsoft Teams Approvals with DocuSign
Modified on: Tue, Oct 22 2024 12:32 PMLearn how to enable the Approvals app to access your DocuSign Manage tab from within Microsoft Teams.
Setting Up the Approvals App
- Launch Microsoft Teams. A) In the left column toolbar, click or tap the three-dots icon. A prompt appears. B) In the search field, type Approvals to reveal the app. C) Select the Approvals app.
- The Approvals app icon now appears in your Teams toolbar. To keep the Approvals app in your toolbar, click or tap the Approvals icon and select Pin.
- When you select the Approvals icon, the Approvals hub opens. Select DocuSign. Click or tap the Sign in button. Then log in to DocuSign.
Using the Approvals App
- The Sent tab lists DocuSign envelopes you initiated. Select an approval from the list to see its detailed status.
- Select an item from the Received tab to review and act on a request.
- Note: The Approvals app does not include envelopes that are in the Sandbox Developer Accounts.
Links to Other Marquette Articles
- Log in to DocuSign
- Understanding DocuSign vs. Developer Sandbox test environment
- Getting Started with DocuSign
- DocuSign Homepage and Tabs provides an overview of your account
- Personalize your DocuSign Profile ensures consistency and saves times
See DocuSign's support resources to find answers to other questions. Visit DocuSign University for self-paced training.