You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
Copy file name to clipboardExpand all lines: microsoft-365/syntex/esignature-approvals.md
+7-7Lines changed: 7 additions & 7 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -1,10 +1,10 @@
1
1
---
2
-
title: Track and manage SharePoint eSignature requests using Approvals in Microsoft Teams
2
+
title: Track and manage eSignature requests using Approvals in Microsoft Teams
3
3
ms.author: chucked
4
4
author: chuckedmonson
5
5
manager: jtremper
6
6
ms.reviewer: oadeyemo
7
-
ms.date: 03/06/2025
7
+
ms.date: 08/01/2025
8
8
audience: enabler
9
9
ms.topic: how-to
10
10
ms.service: microsoft-syntex
@@ -14,15 +14,15 @@ ms.collection:
14
14
- enabler-strategic
15
15
- m365initiative-syntex
16
16
ms.localizationpriority: medium
17
-
description: Learn how to track your SharePoint eSignature requests using the Approvals app in Microsoft Teams.
17
+
description: Learn how to track your eSignature requests using the Approvals app in Microsoft Teams.
18
18
19
19
---
20
20
21
-
# Track and manage SharePoint eSignature requests using Approvals in Microsoft Teams
21
+
# Track and manage eSignature requests using Approvals in Microsoft Teams
22
22
23
-
You can now track your SharePoint eSignature requests in Microsoft Teams. Whenever you send or receive an eSignature request, in addition to an email notification, you'll also receive notifications from Microsoft Teams via the Approvals app. You can see the latest status of eSignature requests, initiate signing, and get access to the SharePoint location where the signed document was saved to.
23
+
You can now track your eSignature requests in Microsoft Teams. Whenever you send or receive a request, in addition to an email notification, you'll also receive notifications from Microsoft Teams via the Approvals app. You can see the latest status of requests, initiate signing, and get access to the SharePoint location where the signed document was saved to.
24
24
25
-
To view a list of your SharePoint eSignature requests, follow these steps:
25
+
To view a list of your requests, follow these steps:
26
26
27
27
1. In Microsoft Teams, select **Approvals**, and then select the **SharePoint** tab.
28
28
@@ -45,4 +45,4 @@ To view a list of your SharePoint eSignature requests, follow these steps:
45
45
46
46
## Tracking requests from other providers
47
47
48
-
You can track requests from other providers using similar steps previously described. While you will be able to see the status of the request and cancel it, you won't be able to access the signed document location from the Approvals app at this time.
48
+
You can track requests from other providers using similar steps previously described. While you'll be able to see the status of the request and cancel it, you won't be able to access the signed document location from the Approvals app at this time.
Copy file name to clipboardExpand all lines: microsoft-365/syntex/esignature-create-request-word.md
+16-11Lines changed: 16 additions & 11 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -1,10 +1,10 @@
1
1
---
2
-
title: Create a signature request from Word in SharePoint eSignature
2
+
title: Create a signature request from Word
3
3
ms.author: chucked
4
4
author: chuckedmonson
5
5
manager: jtremper
6
6
ms.reviewer: stephea
7
-
ms.date: 06/26/2025
7
+
ms.date: 08/01/2025
8
8
audience: enabler
9
9
ms.topic: how-to
10
10
ms.service: microsoft-syntex
@@ -14,24 +14,29 @@ ms.collection:
14
14
- enabler-strategic
15
15
- m365initiative-syntex
16
16
ms.localizationpriority: medium
17
-
description: Learn how to use SharePoint eSignature to create and send electronic signature requests from a Word file to people inside and outside of your organization.
17
+
description: Learn how to use eSignature to create and send electronic signature requests from a Word file to people inside and outside of your organization.
18
18
---
19
19
20
-
# Create a signature request from Word in SharePoint eSignature
20
+
# Create a signature request from Word
21
21
22
22
> [!NOTE]
23
23
> This feature is currently rolling out to users on the Microsoft 365 Beta and Current channels. To get access to the feature, your admin must [complete these steps to allow signature requests in Microsoft Word](esignature-setup.md#allow-signature-requests-in-microsoft-word).
24
24
25
-
SharePoint’s native eSignature service is now integrated with Microsoft Word. This new capability allows you to request electronic signatures directly from Word documents, without the need to manually create PDFs.
25
+
The eSignature service is now integrated with Microsoft Word. This new capability allows you to request electronic signatures directly from Word documents, without the need to manually create PDFs.
26
+
26
27
By bringing eSignatures into the flow of Word, you can create eSignature templates, accelerate document approvals, eliminate physical signing steps, and maintain compliance and security within the Microsoft 365 environment.
27
28
28
29
## Key features
29
30
30
31
- Seamless Word integration: You can insert signature fields into Word documents and request signatures without leaving the familiar Word interface. The eSignature functionality is accessed from the Word Insert ribbon and eliminates toggling between applications or converting files to PDFs before sending for signature.
32
+
31
33
- Automatic PDF creation & storage: When you send a signature request from Word, recipients will sign an automatically generated PDF copy of the Word document. The signed PDF is saved in the same SharePoint location as the original Word file. Your document never leaves the Microsoft 365 trust boundary during this process, ensuring end-to-end security and compliance.
34
+
32
35
- Word documents as eSignature templates: You can reuse your Word files as eSignature templates, streamlining repetitive signing processes.
33
-
- Integrated audit trail and notifications: SharePoint eSignature provides built-in tracking. Both senders and signers get email notifications throughout the signing process, and you can view the activity history (audit trail) in the signed PDF to verify when and by whom it was signed.
34
-
- Security and compliance controls: Administrators have control over how eSignature for Word is used in the organization – it can be enabled for specific users via an Office group policy and even limited to certain SharePoint sites. And SharePoint eSignature enables logging of eSignature activities in the Purview Audit log.
36
+
37
+
- Integrated audit trail and notifications: eSignature provides built-in tracking. Both senders and signers get email notifications throughout the signing process, and you can view the activity history (audit trail) in the signed PDF to verify when and by whom it was signed.
38
+
39
+
- Security and compliance controls: Administrators have control over how eSignature for Word is used in the organization – it can be enabled for specific users via an Office group policy and even limited to certain SharePoint sites. And eSignature enables logging of eSignature activities in the Purview Audit log.
35
40
36
41
When you request electronic signatures from Word, the recipients sign a PDF copy of the Word document.
37
42
@@ -40,7 +45,7 @@ When you request electronic signatures from Word, the recipients sign a PDF copy
40
45
- Upon completion of signing, the signed PDF is stored in the same location as the Word document.
41
46
- Requests can be sent from editable Word documents and read-only Word documents with prepositioned eSignature fields placeholders.
42
47
43
-
## SharePoint eSignature for Word scenarios
48
+
## eSignature for Word scenarios
44
49
45
50
- Create a request directly from a Word document.
46
51
- Reuse the same document to create multiple requests.
@@ -52,15 +57,15 @@ When you request electronic signatures from Word, the recipients sign a PDF copy
52
57
53
58
- A subscription version of Word desktop.
54
59
- User is on the Microsoft 365 Beta Channel or Current Channel.
55
-
- The document is stored in a SharePoint site that is enabled for SharePoint eSignature.
60
+
- The document is stored in a SharePoint site that is enabled for eSignature.
56
61
- The document is in the .docx format.
57
62
- The document is unencrypted.
58
63
59
64
## Create a signature request from Word
60
65
61
-
Follow these steps to use SharePoint eSignature for Microsoft Word.
66
+
Follow these steps to use eSignature for Microsoft Word.
62
67
63
-
1. Open a document from a SharePoint eSignature enabled site in Word (Desktop).
68
+
1. Open a document from a eSignature enabled site in Word (Desktop).
64
69
65
70
2. On the Word **Insert** ribbon, select **eSignatures fields**.
Copy file name to clipboardExpand all lines: microsoft-365/syntex/esignature-overview.md
+14-14Lines changed: 14 additions & 14 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -1,10 +1,10 @@
1
1
---
2
-
title: Overview of SharePoint eSignature
2
+
title: Overview of eSignature
3
3
ms.author: chucked
4
4
author: chuckedmonson
5
5
manager: jtremper
6
6
ms.reviewer: amcdonnell
7
-
ms.date: 06/23/2025
7
+
ms.date: 08/01/2025
8
8
audience: enabler
9
9
ms.topic: concept-article
10
10
ms.service: microsoft-syntex
@@ -14,41 +14,41 @@ ms.collection:
14
14
- enabler-strategic
15
15
- m365initiative-syntex
16
16
ms.localizationpriority: medium
17
-
description: Learn about SharePoint eSignature and how to send electronic signature requests to people inside and outside of your organization.
17
+
description: Learn about eSignature and how to send electronic signature requests to people inside and outside of your organization.
18
18
---
19
19
20
-
# Overview of SharePoint eSignature
20
+
# Overview of eSignature
21
21
22
22
> [!NOTE]
23
23
> Through December 2025, you can try out a [limited amount](promo-syntex.md#included-monthly-capacity) of eSignature by sending up to five requests at no cost if you have [pay-as-you-go billing](syntex-azure-billing.md) set up. For information and limitations, see [Try out pay-as-you-go services](promo-syntex.md).
24
24
25
-
SharePoint eSignature simplifies the process of signing and sharing documents, while providing the security and compliance of Microsoft 365.
25
+
The eSignature service simplifies the process of signing and sharing documents, while providing the security and compliance of Microsoft 365.
26
26
27
-
With SharePoint eSignature, you can quickly and securely send documents for signature to people both inside and outside of your organization. You also have a digital audit trail, which can be used to verify the authenticity of documents and transactions.
27
+
With eSignature, you can quickly and securely send documents for signature to people both inside and outside of your organization. You also have a digital audit trail, which can be used to verify the authenticity of documents and transactions.
28
28
29
29

30
30
31
31
## Regional availability
32
32
33
-
SharePoint eSignature is currently available in the US, UK, Canada, the EU, and Australia Pacific. It will be available worldwide later in 2025. The ability to use SharePoint eSignature with other electronic signature providers is available worldwide.
33
+
The eSignature service is currently available in the US, UK, Canada, the EU, and Australia Pacific. It will be available worldwide later in 2025. The ability to use eSignature with other electronic signature providers is available worldwide.
34
34
35
35
## Before you begin
36
36
37
37
### Legal considerations
38
38
39
-
SharePoint eSignature uses simple electronic signatures as defined under applicable law including, but not limited, to the Regulation (EU) No 910/2014 (the eIDAS Regulation). Determine whether this is appropriate for your needs and then read the [SharePoint eSignature terms of service](/legal/microsoft-365/esignature-terms-of-service).
39
+
The eSignature service uses simple electronic signatures as defined under applicable law including, but not limited, to the Regulation (EU) No 910/2014 (the eIDAS Regulation). Determine whether this is appropriate for your needs and then read the [eSignature terms of service](/legal/microsoft-365/esignature-terms-of-service).
40
40
41
41
### Licensing
42
42
43
-
Before you can use SharePoint eSignature, you must first link your Azure subscription in [Syntex pay-as-you-go](syntex-azure-billing.md). SharePoint eSignature is billed based on the [type and number of transactions](syntex-pay-as-you-go-services.md). Before you can enable SharePoint eSignature, an admin must [set up SharePoint eSignature](esignature-setup.md) in the Microsoft 365 admin center.
43
+
Before you can use eSignature, you must first link your Azure subscription to [pay-as-you-go billing](syntex-azure-billing.md). Billing is based on the [type and number of transactions](syntex-pay-as-you-go-services.md). Before you can enable eSignature, an admin must [set up eSignature](esignature-setup.md) in the Microsoft 365 admin center.
44
44
45
45
### External sharing
46
46
47
-
SharePoint eSignature enables binding agreements between parties. External parties are allowed guests access to SharePoint via Microsoft Entra ID in order to electronically sign a document. Certain external sharing settings must be enabled at a tenant and site level to allow this access. For more information, see [Set up SharePoint eSignature for external recipients](esignature-setup.md#external-recipients). Consider whether this meets your compliance and security requirements when enabling eSignature.
47
+
The eSignature service enables binding agreements between parties. External parties are allowed guests access to SharePoint via Microsoft Entra ID in order to electronically sign a document. Certain external sharing settings must be enabled at a tenant and site level to allow this access. For more information, see [Set up eSignature for external recipients](esignature-setup.md#external-recipients). Consider whether this meets your compliance and security requirements when enabling eSignature.
48
48
49
49
### Purview integration
50
50
51
-
SharePoint eSignature enables logging of eSignature activities in the Purview Audit log. Activities can be viewed by opening the audit log and searching for *eSignature* in the **Activities - operation names** field. The activities logged are:
51
+
The eSignature service enables logging of eSignature activities in the Purview Audit log. Activities can be viewed by opening the audit log and searching for *eSignature* in the **Activities - operation names** field. The activities logged are:
52
52
53
53
- Request was created
54
54
- Request was sent
@@ -63,15 +63,15 @@ SharePoint eSignature enables logging of eSignature activities in the Purview Au
63
63
64
64
## Using other signature providers
65
65
66
-
SharePoint eSignature is now integrated with other electronic signature providers, such as Adobe Acrobat Sign and DocuSign. You can initiate requests using these other providers from PDF documents in SharePoint, while ensuring the secure and automatic storage of signed documents in Microsoft 365. Other electronic signature providers will be added in the future.
66
+
The eSignature platform is now integrated with other electronic signature providers, such as Adobe Acrobat Sign and DocuSign. You can initiate requests using these other providers from PDF documents in SharePoint, while ensuring the secure and automatic storage of signed documents in Microsoft 365. Other electronic signature providers will be added in the future.
67
67
68
68
The providers facilitate the signing process and send out all relevant notifications. When signing is complete, a copy of the fully signed document is automatically saved in SharePoint for easy access. For more information, see [how to add signature providers](esignature-setup.md#add-signature-providers) and [how to create a signature request using another provider](esignature-send-requests.md#create-a-signature-request-using-another-provider).
69
69
70
70
## Current release notes
71
71
72
-
- The feature to use SharePoint eSignature in Word will begin rolling out to users on the Microsoft 365 Beta and Current channels in June. Until then, SharePoint eSignature is available for only PDF documents.
72
+
- The feature to use eSignature in Word is currently rolling out to users on the Microsoft 365 Beta and Current channels. Until then, eSignature is available for only PDF documents.
73
73
74
-
- Tracking of SharePoint eSignature requests through the Approvals app in Microsoft Teams is now available.
74
+
- Tracking of eSignature requests through the Approvals app in Microsoft Teams is now available.
75
75
76
76
- Support for Adobe Acrobat Sign and DocuSign is now available worldwide. In the future, there will be potential integration with other electronic signature providers.
0 commit comments