How to Sign Documents in Microsoft Teams

How to Sign Documents in Microsoft Teams

The Microsoft Teams user base is skyrocketing. Many companies around the world are switching to Microsoft Teams to allow their teams to collaborate and discuss ideas, projects, and more. Thanks to Microsoft, new features are falling for the app at a rapid pace. In addition to updating the video call functions, Microsoft also takes care of other tasks such as signing documents in the Teams application. It is very useful for quickly signing and sharing documents.


Sign documents

Microsoft takes advantage of the Microsoft 365 suite and OneDrive integration to share and send files between channels.

Besides sharing screens, you may also want to quickly sign and share certain documents. You can download them, open a PDF editor or digital signature software, import the document, sign it, and then send it to Microsoft Teams. Or you can directly open the document in Microsoft Teams and sign it using the methods suggested below. No additional software required on PC or Mac to sign documents.

This article will guide you on how to sign documents in Microsoft Teams using SignEasy and Zoho Sign. Let’s start.

Sign documents using SignEasy in Microsoft teams

SignEasy is dedicated software for adding and including a digital signature. The company offers the application for Microsoft teams. Follow the steps below to sign documents in Microsoft Teams.

Step 1: Open Microsoft Teams and tap the three-dot menu in the sidebar.

2nd step: In the next menu, tap the More apps option. This will open an application store dedicated to Microsoft teams.


More applications in teams

Step 3: In the search bar in the upper left corner, search for SignEasy and select add to install the application in Microsoft Teams.

Step 4: Once the installation is successful, you will find the application in the sidebar.


Signeasy application

Step 5: Tap SignEasy and create an account for the service.

Step 6: Once the registration is successful, you will find the SignEasy tab in the application.

Step 7: You can drag and drop a file into SignEasy. Tap Import and add a file from the PC.

You can sign documents, add initials, date, text, a check mark and even add an image to documents.


Signeasy demo

I like the way SignEasy offers different options for signing documents. You can press the Signature menu in the sidebar and offer different types of signs with name, the possibility of drawing a signature, an option to download the sign from the PC or saved signatures.


Signeasy sign

I mainly opt for a sign in the standard menu and save it as the main signature for future use.


Signeasy edit

After filling out the necessary details, you can download the document to the device and share it among Microsoft team members. SignEasy offers a 14-day free trial, and after that, paid plans start at $ 7 a month.

Sign documents using Zoho Sign in Microsoft teams

Zoho Sign is a great alternative to SignEasy. If you are using Zoho applications, you should consider using the Zoho solution to sign documents in Microsoft Teams. Follow the steps below.

Step 1: Open Microsoft Teams and go to the three-dot menu in the sidebar.

2nd step: Tap the More apps option and open a dedicated app store for Microsoft Teams.


More applications in teams

Step 3: In the search bar in the upper left corner, search for Zoho Sign and select add to install the application in Microsoft Teams.


Zoho sign app

Step 4: Once the installation is successful, open the Zoho Sign app in the sidebar and log in using the Zoho credentials. If you are using it for the first time, sign up for the service.

Step 5: Download the file or use drag and drop to add documents to Zoho Sign.


Zoho home

Zoho will open the document in Microsoft Teams, and you can choose from the different options to edit the PDF. They include signature, initials, company details, email, text, job title, date, using drag and drop in the sidebar.


Zoho dashboard

To sign a document, select the signature function and place it in the documents. You can select from the built-in signatures, draw your signature using the red / black / green pen or download a signature from the PC. I found that the integrated signatures were more professional than the offers from SignEasy.


Zoho sign

After you finish editing, tap Save and it will store it in Zoho’s library. You can access it from the Documents menu. Now you can share the signed document with team members on the Teams channel.


Zoho documents

Sign documents on the go

The next time you need to sign and send documents urgently, you can do the same using Microsoft Teams. A dedicated app store in Microsoft Teams is a great addition to popular software. Add-ons are not limited to productivity software only. You will also find project management, education and applications for IT departments and developers. After setting up Microsoft Teams, visit the App Store and download the apps that are relevant to you.

Then:

Did you know that users can blur the background during video calls in Microsoft Teams? Read the article below on how to use the function in Teams software.

Last updated on June 2, 2020

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