Teams - Create and Send Signatures with Dedicated Services Video
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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Interface Overview
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Finding Help?
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Creating a Channel
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Following your activities and your team's activities
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Sections
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Creating and Joining a Meeting
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Creating or Joining a Team
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Manage a meeting
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Overview of conversations
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How to add Klaxoon to a current Teams meeting?
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How to integrate Klaxoon directly into a Teams meeting?
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How to start a Teams meeting from Klaxoon?
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Private and small group chats
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File Management
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Interact in a conversation
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Create Approval Templates
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Posting in a Channel
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Collaborate within a conversation with Microsoft Loop
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Managing Teams and Channels
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Create a document library
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Make a New Approval Request
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Creating a Channel
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Generate a usage report for my SharePoint site
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Customise my SharePoint site navigation
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Work together on the same document
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Use Templates for Document Creation
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Integrate Klaxoon in a Teams Channel
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Manage Document Approval
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Enable Klaxoon as an App in Teams
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Use version history
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Synchronise a SharePoint document library
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Open and work on a document
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Make a File Request
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The Bcc Field in Detail
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Create your reservation page for appointment booking (Bookings)
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Create an appointment or meeting
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Create a Meeting Poll
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Send Emails on Behalf of Someone Else
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Respond to a meeting
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Open a Shared Calendar
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Use a Shared Mailbox
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Use the Scheduling Assistant
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Collaborate directly during an event with Microsoft Loop and Outlook
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View Other Calendars
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Calendar Delegation Setup
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Share a document securely with Outlook
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Mailbox Delegation Setup
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Share Your Calendar
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Respond to invitations as a delegate
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Introduction to PowerBI
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Introduction to Microsoft Outlook
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Introduction to Microsoft Insights
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Introduction to Microsoft Viva
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Introduction to Planner
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Introduction to Microsoft Visio
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Introduction to Microsoft Forms
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Introducing to Microsoft Designer
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Introduction to Sway
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Introducing to Word
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Introducing to SharePoint Premium
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Create a call group
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Use the "Do Not Disturb" function for calls
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Manage advanced call notifications
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Configure audio settings for better sound quality
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Block unwanted calls
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Disable all call forwarding
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Manage a call group in Teams
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Update voicemail forwarding settings
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Configure call forwarding to internal numbers
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Set call forwarding to external numbers
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Manage voicemail messages
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Access voicemail via mobile and PC
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Customize your voicemail greeting
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Transfer calls with or without an announcement
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Manage simultaneous calls
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Support third-party apps during calls
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Add participants quickly and securely
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Configure call privacy and security settings
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Manage calls on hold
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Live transcription and generate summaries via AI
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Use the interface to make and receive calls
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Action Function
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Search Function
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Date and Time Function
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Logical Function
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Text Function
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Basic Function
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Categories of Functions in Power FX
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Introduction to Power Fx
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The New Calendar
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Sections
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Customizing Views
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Introduction to the New Features of Microsoft Teams
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Guide to Using the Microsoft Authenticator App
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Turn on Multi-Factor Authentication in the Admin Section
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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.