Merge branch 'main' into docs-editor/backup-view-edit-policies-1747634481

Author: chuckedmonson

copilot/microsoft-365-copilot-setup.md

@@ -5,7 +5,7 @@ f1.keywords:
 ms.author: camillepack
 author: camillepack
 manager: scotv
-ms.date: 05/15/2025
+ms.date: 05/19/2025
 audience: Admin
 ms.topic: get-started
 ms.service: microsoft-365-copilot
@@ -32,25 +32,21 @@ This article provides guidance for administrators on preparing their organizatio
 
 ## Prerequisites
 
-- This article uses the following admin centers. These admin centers require a specific role to complete the tasks in the article.
+- This article uses the following admin centers. These **admin centers require a specific role** to complete the tasks in the article.
 
   - **[Microsoft 365 admin center](https://admin.microsoft.com)**: There are different roles depending on the task you need to complete. To learn more about roles, see [Commonly used Microsoft 365 admin center roles](/microsoft-365/admin/add-users/about-admin-roles#commonly-used-microsoft-365-admin-center-roles).
   - **[SharePoint admin center](https://go.microsoft.com/fwlink/?linkid=2185219)**: Sign in as the [SharePoint administrator](/sharepoint/sharepoint-admin-role).
   - **[Microsoft Purview portal](https://purview.microsoft.com)**: There are different roles depending on the task you need to complete. To learn more, see:
     - [Permissions required to create and manage sensitivity labels](/purview/get-started-with-sensitivity-labels#permissions-required-to-create-and-manage-sensitivity-labels)
     - [Roles and role groups in Microsoft Defender for Office 365 and Microsoft Purview](/defender-office-365/scc-permissions)
 
-- Make sure you:
+- Make sure you have an appropriate **subscription plan to purchase Microsoft 365 Copilot**. Microsoft 365 Copilot licenses are available as an add-on to other licensing plans. To learn more, see [Microsoft 365 Copilot license options](microsoft-365-copilot-licensing.md).
 
-  - Have an appropriate subscription plan to purchase Microsoft 365 Copilot
+  You can purchase Microsoft 365 Copilot licenses through the [Microsoft 365 admin center](https://admin.microsoft.com) (**Billing** > **Purchase services**), Microsoft partners, or your Microsoft account team.
 
-    Microsoft 365 Copilot licenses are available as an add-on to other licensing plans. To learn more, see [Microsoft 365 Copilot license options](microsoft-365-copilot-licensing.md).
+  More licenses might be required to use some of the features describes in this article, like [Microsoft Purview](/office365/servicedescriptions/microsoft-365-service-descriptions/microsoft-365-tenantlevel-services-licensing-guidance/microsoft-purview-service-description) and [Microsoft SharePoint Premium - SharePoint Advanced Management overview](/sharepoint/advanced-management#licensing).
 
-    You can purchase Microsoft 365 Copilot licenses through the [Microsoft 365 admin center](https://admin.microsoft.com) (**Billing** > **Purchase services**), Microsoft partners, or your Microsoft account team.
-
-    More licenses might be required to use some of the features describes in this article, like [Microsoft Purview](/office365/servicedescriptions/microsoft-365-service-descriptions/microsoft-365-tenantlevel-services-licensing-guidance/microsoft-purview-service-description) and [Microsoft SharePoint Premium - SharePoint Advanced Management overview](/sharepoint/advanced-management#licensing).
-
-  - Configure the [Microsoft 365 app and network requirements for Microsoft 365 Copilot](microsoft-365-copilot-requirements.md).
+- Step through and **configure the [Microsoft 365 app and network requirements for Microsoft 365 Copilot](microsoft-365-copilot-requirements.md)**.
 
 ## Readiness activities
 
@@ -168,7 +164,7 @@ With the Copilot Control System, you can:
 - Configure plugins and permissions
 - Enable the use of web data as grounding data in Copilot
 
-To learn more, see [Manage Microsoft 365 Copilot settings](microsoft-365-copilot-page.md).
+To learn more, see [Manage Microsoft 365 Copilot scenarios](microsoft-365-copilot-page.md) and [configure the Microsoft 365 Copilot app](microsoft-365-copilot-app-admin-settings.md).
 
 ### Step 4 - Deploy to some users and measure adoption
 

microsoft-365/admin/get-help-support.md

@@ -9,12 +9,13 @@ audience: Admin
 ms.topic: how-to
 ms.service: microsoft-365-business
 ms.localizationpriority: high
-ms.collection: 
+ms.collection:
 - Tier1
 - scotvorg
 - highpri
 - Adm_O365
 - Adm_TOC
+- ContentEnagagementFY25
 ms.custom: 
 - VSBFY23
 - AdminSurgePortfolio

microsoft-365/admin/misc/add-partner.md

@@ -49,11 +49,7 @@ A Microsoft authorized partner can act as your subscription advisor and provide
 ## Before you begin
 
 - [Find out what type of billing account you have](../../commerce/manage-billing-accounts.md#view-my-billing-accounts).
-- If you have a Microsoft Customer Agreement (MCA) billing account type, you must be a Billing account owner or contributor, a Billing profile owner or contributor, or an Invoice manager to do the tasks in this article. For information about billing account and billing profile roles, see [Understand your Microsoft business billing account](../../commerce/manage-billing-accounts.md) and [Manage your Microsoft business billing profiles](../../commerce/billing-and-payments/manage-billing-profiles.md).
-- If you have a Microsoft Online Subscription Agreement (MOSA), you must be at least a Billing Administrator to do the tasks in this article. For more information, see [About admin roles in the Microsoft 365 admin center](../add-users/about-admin-roles.md).
-
-> [!NOTE]
-> If you're the person who signed up for the subscription, you're automatically a Billing account owner.
+- You must have a Microsoft Online Services Agreement (MOSA) billing account type and be at least a Billing Administrator to do the tasks in this article. For more information, see [About admin roles in the Microsoft 365 admin center](../add-users/about-admin-roles.md).
 
 ::: moniker range="o365-worldwide"
 

microsoft-365/commerce/billing-and-payments/understand-your-invoice.md

@@ -156,7 +156,7 @@ Payment instructions depend on your payment method and are provided at the botto
 
 ### Why did I get a second invoice for the same subscription in one month?
 
-We changed our billing periods for Microsoft 365 for business products. This change updates invoicing from billing in arrears for all charges to paying upfront for purchases, renewals, and recurring charges. This means you receive two invoices for the same subscription in the same month, but the charges are for different service periods.
+We changed our billing periods for Microsoft 365 for business products. This change updates invoicing from billing in arrears for all charges to paying upfront for purchases, renewals, and recurring charges. This means when this change takes effect when your subscription renews, you will receive two invoices for the same subscription in the same month, but the charges are for different service periods.
 
 For example, in the month your subscription renews, you receive the final invoice for the previous term. This final invoice has a billing period that covers the previous month, like 01/01/2025 to 01/31/2025. You also receive another invoice for the upcoming term. This new invoice has a single day as the billing period, like 02/15/2025, and is the first invoice for the upcoming term. These invoices are for different charge dates/service periods which can be confirmed on the second page of the invoice .PDF or within the invoice details on the **Bills and payments** page of the Microsoft 365 Admin Center. Renewal is the only time you receive two invoices for the same subscription in the same month, unless you make changes, like adding licenses.
 

microsoft-365/media/content-understanding/agreements-esignature-configure-required-signatures.png

@@ -15,6 +15,7 @@ ms.collection:
 - m365solution-3tiersprotection
 - m365solution-securecollab
 - m365initiative-externalcollab
+- guest-access-external-collab
 ms.custom: 
 ms.localizationpriority: medium
 f1.keywords: NOCSH

microsoft-365/media/content-understanding/agreements-esignature-select-a-provider.png

@@ -4,7 +4,7 @@ ms.author: chucked
 author: chuckedmonson
 manager: jtremper
 ms.reviewer: amcdonnell
-ms.date: 05/06/2025
+ms.date: 05/19/2025
 audience: enabler
 ms.topic: how-to
 ms.service: microsoft-syntex
@@ -134,8 +134,12 @@ When the status of a request is **Completed**, **Canceled**, or **Declined**, th
 > For requests sent via other electronic signature providers, the status reflected is determined by the signature provider and might differ from the status described above.  
 
 ## Access the signed document
+
 ### Documents signed with Microsoft SharePoint eSignature
-All parties involved in the request receive an email notification saying that the request has been completed and the status of the request is **Completed**. In the email, you can select **View signed document** to access the signed document and the request history. Signers can continue to access and download the signed document from the email notification for 30 days after receiving the email. Additionally, request senders will be able to access the originating folder in which the signed document was saved directly from the email. The file name of the signed document will be the original file name with "signed" and the date and time appended to it.
+
+All parties involved in the request receive an email notification saying that the request has been completed and the status of the request is **Completed**. In the email, you can select **View signed document** to access the signed document and the request history.
+
+Signers can continue to access and download the signed document from the email notification for 30 days after receiving the email. Additionally, request senders will be able to access the originating folder in which the signed document was saved directly from the email. The file name of the signed document will be the original file name with "signed" and the date and time appended to it.
 
 > [!NOTE]
 > When you open a PDF document on a SharePoint site, you won't see the details of the request if your default PDF viewer is set to Adobe. You'll need to set PDF viewer as your default viewer.
@@ -145,7 +149,8 @@ All parties involved in the request receive an email notification saying that th
 After all recipients have signed the document, the signatures are added and an audit trail is appended to the signed PDF. Details of the request, including activities and timestamps of when they occurred throughout the signing process, are included. The details include the date and time the request created, date and time when the recipients signed, and so on. These details provide evidence of the integrity of the signing process. The signed document is then digitally signed by a Microsoft certificate to ensure that it can't be tampered with.  
 
 ### Documents signed with other signature providers
-All parties will receive an email notification from the provider when document signing is complete. The email typically contains a link to the signed document or as an attachment. Additionally, a copy of the signed document is automatically stored in SharePoint. Once stored, the creator of the request receives an email from SharePoint eSignature with a link to the SharePoint location. The signed document is stored in a provider specific folder within the SharePoint document library of the original document (the original document is the PDF with which the request was initiated from). The signed document can be found using this folder path: **[Document library] > Apps\Signed documents\provider** (for example, Contoso Documents > Apps > Signed documents > Docusign. The retention policy of the saved document will inherit the retention policy set up by the SharePoint or tenant admin.
+
+All parties will receive an email notification from the provider when document signing is complete. The email typically contains a link to the signed document or as an attachment. Additionally, a copy of the signed document is automatically stored in SharePoint. Once stored, the creator of the request receives an email from SharePoint eSignature with a link to the SharePoint location. The signed document is stored in a provider specific folder within the SharePoint document library of the original document (the original document is the PDF with which the request was initiated from). The signed document can be found using this folder path: **[Document library] > Apps\Signed documents\provider** (for example, Contoso Documents > Apps > Signed documents > Docusign). The retention policy of the saved document will inherit the retention policy set up by the SharePoint or tenant admin.
 
 > [!NOTE]
-> A copy of the signed document will not be saved if the request is declined or canceled. Any additional document uploaded via the third party platform (i.e. outside of SharePoint) while creating a request will also not be saved back to SharePoint. Only documents initiated from SharePoint are saved back to SharePoint.  
+> A copy of the signed document will not be saved if the request is declined or canceled. Any additional document uploaded via a provider outside of SharePoint while creating a request will also not be saved back to SharePoint. Only documents initiated from SharePoint are saved back to SharePoint.  

microsoft-365/media/content-understanding/agreements-generate-documents-send-request-to-provider.png

@@ -4,7 +4,7 @@ ms.author: chucked
 author: chuckedmonson
 manager: jtremper
 ms.reviewer: ssathyamoort
-ms.date: 03/19/2025
+ms.date: 05/20/2025
 audience: admin
 ms.topic: how-to
 ms.service: microsoft-syntex
@@ -108,7 +108,7 @@ The document is set as read-only, and the document will be shared with the appro
 
 After making the necessary changes to the document, filling in the required field values, running the revision analysis to review all section modifications, and obtaining approval according to the workflow set at the template level, you can then send the generated agreement for electronic signatures.
 
-SharePoint Agreements uses SharePoint eSignature to set up and send signature requests to recipients. For more information, see [Overview of SharePoint eSignature](/microsoft-365/syntex/esignature-overview).
+SharePoint Agreements supports SharePoint eSignature and other signature providers that can be used to send signature requests to recipients. For more information, see [Overview of SharePoint eSignature](/microsoft-365/syntex/esignature-overview).
 
 > [!NOTE]
 > The document can only be sent for eSignature if at least one signature field is configured at the template level.
@@ -117,28 +117,46 @@ To request eSignature for a document, follow these steps:
 
 1. With the agreement open in Microsoft Word, on the **Generate documents** panel, select **Request signatures**.
 
-2. The document is now in viewing mode to prevent further edits. If the document is already approved, it can be directly sent for eSignature since the content is already locked for editing.
+2. The document is now in viewing mode to prevent further edits. If the document is already approved, it can be directly sent for signature since the content is already locked for editing.
 
     > [!NOTE]
-    > If you select **Edit document** from the pane at any time during or after the eSignature process, the document's state will be reset to **Draft**, and any pending signature requests will be canceled. You will need to request eSignature again with the modified document after making the relevant changes. This ensures that the document's integrity is maintained both during and after the eSignature process.
+    > If you select **Edit document** from the pane at any time during or after the electronic signature process, the document's state will be reset to **Draft**, and any pending signature requests will be canceled. You will need to request signatures again with the modified document after making the relevant changes. This ensures that the document's integrity is maintained both during and after the signature process.
 
-3. Enter the name for the signature request, and then enter the requested signers' names or email addresses (whether internal or external to the organization). Optionally, you can add more information about the request for the signers.
+#### Use SharePoint eSignature
+
+1. Enter the name for the signature request, and then enter the requested signers' names or email addresses (whether internal or external to the organization). Optionally, you can add more information about the request for the signers.
 
     ![A screenshot of a Word document and the Generate documents panel to request signatures.](../../media/content-understanding/agreements-generate-documents-request-signatures.png)
 
-4. After all the details are entered, select **Send**. The PDF version of the Word document is created and is sent for signature to the names and email addresses you entered.
+2. After all the details are entered, select **Send**. The PDF version of the Word document is created and is sent for signature to the names and email addresses you entered.
 
     ![A screenshot showing that the signature request has been sent.](../../media/content-understanding/agreements-generate-documents-signature-request-sent.png)
 
-5. Once the signature request is sent, you can track its status (**Signature in progress**, **Signature completed**) through the Word pane by reloading the document management pane or by  selecting **Refresh**.
+3. Once the signature request is sent, you can track its status (**Signature in progress**, **Signature completed**) through the Word pane by reloading the document management pane or by  selecting **Refresh**.
 
     ![A screenshot of the Generate documents panel showing the request status.](../../media/content-understanding/agreements-generate-documents-signature-request-status.png)
 
-6. You can view the signature in progress and view the final signed PDF document in SharePoint by selecting **Open PDF**.
+4. You can view the signature in progress and view the final signed PDF document in SharePoint by selecting **Open PDF**.
+
+5. If you want to cancel the sent signature request, select **Cancel request** or select the **Edit** section. This will cancel all running flows, unlock the section for further edits, and return the document to the **Draft** state.
+
+    ![A screenshot showing that the Cancel signature request confirmation screen.](../../media/content-understanding/agreements-generate-documents-cancel-signature-request.png)
+
+#### Use other signature providers
+
+1. After you select **Request signatures**, you'll be prompted to sign in to the provider using your sign-in credentials the first time. For subsequent requests, you might not need to sign in again.
+
+2. After you sign in, you'll be prompted to continue on the provider's website.
+
+    ![A screenshot showing that the prompt to continue to the signature provider's website.](../../media/content-understanding/agreements-generate-documents-send-request-to-provider.png)
+
+3. The document is automatically transferred to the provider service.
+
+4. The provider's website opens in another browser tab.
 
-7. If you want to cancel the sent signature request, select **Cancel request** or select the **Edit** section. This will cancel all running flows, unlock the section for further edits, and return the document to the **Draft** state.
+5. On the new tab, proceed with the request creation process as you normally would.
 
-    ![A screenshot showing that the Can signature request confirmation screen.](../../media/content-understanding/agreements-generate-documents-cancel-signature-request.png)
+6. Once completed, you can close all document tabs.
 
 
 <br>