Merge pull request #28519 from MicrosoftDocs/agreements-esignature-working

Agreements esignature working - create template and agreement

Author: chuckedmonson

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

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

@@ -4,7 +4,7 @@ ms.author: chucked
 author: chuckedmonson
 manager: jtremper
 ms.reviewer: ssathyamoort
-ms.date: 01/27/2025
+ms.date: 05/13/2025
 audience: admin
 ms.topic: how-to
 ms.service: microsoft-syntex
@@ -69,7 +69,6 @@ You can also create a template in Microsoft Word.
 > [!NOTE]
 > Prior to converting an existing document to a template, you need to remove any content controls or restricted editing sections from the document.
 
-
 ## Add fields to a template
 
 Fields are areas of the template that should be filled in when generating agreements from the template. When configuring the template, you can define as many fields as you like. For example, the name of a contractor can occur multiple times in a consulting agreement document. You can create a field named "Contractor Name" and associate it with all occurrences of the name throughout the document when you generate a template.
@@ -248,26 +247,43 @@ To set up a mandatory approval workflow on a template, follow these steps:
 
 ### Configure a SharePoint eSignature workflow
 
-After creating or editing a template, you can set up a SharePoint eSignature flow. This ensures that every document generated from the template is automatically sent for signatures according to the specified flow. 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).
+After creating or editing a template, you can set up a SharePoint eSignature flow. This ensures that every document generated from the template is automatically sent for signatures according to the specified flow. 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).
 
 To set up a mandatory signature workflow, follow these steps:
 
-1. In the **Configure workflow** section, select **Configure required signatures**.
+1. On the **Manage templates** panel, in the **Configure workflows** section, select **Configure required signatures**.
+
+   ![A screenshot of the Manage templates panel showing the Configure required signatures option.](../../media/content-understanding/agreements-esignature-configure-required-signatures.png)
+
+2. Select the signature provider you want to use. Signature providers that are available for SharePoint Agreements are enabled in the Microsoft 365 admin center. For more information, see [Set up SharePoint eSignature](/microsoft-365/syntex/esignature-setup#add-signature-providers).
 
-2. Set up signature fields in the template by first adding a signer label, such as first party or vendor.
+#### Use SharePoint eSignature
 
-3. Place your cursor where you want the signature to appear in the document, then insert the fields for signature, initials, and date.
+1. Set up signature fields in the template by first adding a signer label, such as first party or vendor.
+
+2. Place your cursor where you want the signature to appear in the document, then insert the fields for signature, initials, and date.
 
    > [!NOTE]
    > You only need to insert the signature field locations in the template. During document generation, authors will have to assign signatory email addresses to the fields and send the PDF version of this document for signing.
 
-4. You can add multiple instances of the same signature field throughout the template and then navigate through each occurrence.
+3. You can add multiple instances of the same signature field throughout the template and then navigate through each occurrence.
 
-5. You can create multiple signature fields for your template and add their instances in the Word document.
+4. You can create multiple signature fields for your template and add their instances in the Word document.
 
    ![A screenshot of setting up the signature fields in a Word document.](../../media/content-understanding/agreements-set-up-signature-fields.png)
 
-6. Once set up, you can also choose to later modify the signature request before publishing the template.
+5. Once set up, you can also choose to later modify the signature request before publishing the template.
+
+#### Use other signature providers
+
+1. On the **Manage templates** panel, in the **Select a provider** section, select the signature provider you want to use.
+
+   ![A screenshot of the Manage templates panel showing the Select a provider option.](../../media/content-understanding/agreements-esignature-select-a-provider.png)
+
+2. Select **Save**.
+
+    > [!NOTE]
+    > During document generation, authors will be directed to the provider platform to assign the signature fields, add signatory email addresses, and send the PDF version of the document for signing.
 
 ## Publish the template