Sign documents in real-time during Microsoft Teams meetings


  • Staff
With Microsoft Teams being the preferred platform for real-time collaboration, signing documents during meetings was a need to be covered. Teams Store has many integrations with e-signature providers and by offering them a ready to implement solution so their customers can sign documents during meeting was a common ask.

Teams Ecosystem Engineering developed a proof of concept so any ISV or customer can implement signing documents during meetings. This application will let the document owner select the document to sign and add it to a meeting. Depending on the role of the attendees (signers or viewers), users will be able to sign or see the document during the meeting. The authentication will be seamless since it’s using Teams SSO. Some common documents to be signed during meetings are purchase agreements, incoming invoices, or NDAs.

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The code is customizable so ISVs can select the type of signature the customer needs to use (manual signature, electronic signature or certificate-based signatures). Moreover, the POC can be customized for other scenarios like accepting changes in documents or in code reviews.

This is currently available in desktop client. Mobile and web clients are coming soon. In addition, this only works for users from the same organization or tenant with availability for guest and anonymous users coming soon.

Below is a list of useful resources to start using this proof of concept:

Source:
 

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