DocEndorse Ai Agent For Teams

The DocEndorse ai agent for teams transforms e-signature workflows from one that relies on cluncky forms, multi-screen popups, and a manual drag and drop interface to one that seemlessly flows through a conversation with a trusted partner. Through this tool document signing and management becomes significantly more efficient, thereby boosting sales and operational efficiency. Instead of users having to navigate complex multi-screen interfaces, the agent understands your objectives, and prompts you only for the necessary information to get the job done quickly. The agent integrates with your documents, contacts, and templates to retrieve these items and embed them in your workflows when needed.

While typical e-signature Apps rely on a drag and drop interface to facilitate document modifications, our ai assistant will analyse your documents to locate and present areas that are supposed to be edited. If the document contains enough information, the agent will even identify the people/roles mentioned within the document, and assign roles to identified editable areas.

Basic Features and Functions

All e-sign workflows, such as self-signing a document, sending out e-sign requests, creating reusable templates, sending a reminder, and resending a request, are supported within the Teams chat with minimal friction. You can also stay informed with real-time updates delivered to your chat, or use the dashboard tab to get the latest updates on your e-signature requests.

Here are some of our key features:

• Generative Ai to create title and message suggestions as you create e-sign requests or templates, and share documents.
• Accepts instructions through natural language for all workflows.
• Extensions that initiate or continue e-sign workflows using documents from your OneDrive and SharePoint cloud, or contacts from your Outlook, chats, or meetings.
• Facilitates delivery of document signing requests through SMS, WhatsApp, Email (including sending as you), and direct message in Teams.
• AI-driven document prep that automatically scans files, identifies fields, and assigns signatories.
• Adaptive notification tone in follow-up messages based on document status.
• Conversational natural language search to instantly find and use documents and contacts across the Microsoft platform (Outlook, People, OneDrive, Meetings, Chats) and templates saved on our platform.
• In-context help to access relevant support and product knowledge directly in the chat.
• Payments included to collect signatures and payments in one smooth flow.

Installation of the App

Getting started is quick and easy, you can install the app directly from the Microsoft Teams App Store. After installation you can start a chat with our assistant and get basic help and support information immediately, but to experience the platform in full you must create an account and login. You can also ask the agent to provide you with a login card to facilitate your login if the original login card is not within view. All new Microsoft Teams users get access to our free plan upon login from directly in the app, an account will be created for you and a login session started automatically.

Our free plan includes:

• 5 e-sign requests per month
• 1 reusable template
• AI-powered document intelligence
• Contextual document search

It is important to note that this free plan is not available from our website, it's only available when you login directly from Teams. After you have logged in you simply chat with the assistant and it will provide you with help and support information for our user guide. For more features and services beyond the free plan, you will need to upgrade your subscription to a paid plan, which can be done when you login to our website at docendorse.com using the same account that you used to obtain your free plan. Please use the login with Microsoft button from our login page to do this. For more information on upgrading your plan see Managing Subscriptions.

You can skip the free plan route by going directly to the login with Microsoft button on our login page, and then purchase a plan plan with the same account. After purchasing a plan you would head back to the app to login with the same account to begin using the service. Visit our pricing page for more information on the prices and feature of our app, you can also visit the features page for a more detail description of our features.

App Availability

Our Ai agent for Teams comprises of a bot, two tabs (Dashboard and Settings), a compose extension that surfaces in the command box. All components are installed to the personal scope of the user. Users will be able to chat with our bot in Teams. The tab themselves will surface in Teams and the Office 365 Hub.

Managing Users

Users with administrative access can add more users to their account, thereby allowing more team members to interact with our agent in the personal scope. To add more users to your account simply login to your DocEndorse account head to settings -> users and enter the email address of the person you want to invite. Uplon click the "Invite New Users" button and email will be sent to the user with a link for them to complete the sign up process. It is important that you use the same email that the user uses to access your organisations resources. For more detailed information on inviting users to your account see Inviting New Users

Help and Support

Our e-sign assistant provides help and support from directly in the chat; you can ask it questions and it will answer based on what is contained in our user guide. The type of support you receive depends on whether you are currently in a workflow or not. When inside a workflow, the help you will receive will be based on the type of workflow, and when outside of a workflow you can get help on any topic. If you are in the middle of a workflow and need to change just tell the agent to cancel it. You can get more help and support from our help page or you can visit our contact us page to speak to us directly.

Using Our Teams E-sign Assistant

The Microsoft Teams agents are powered by our agentic e-signature engine, and as such the capabilities are the same except in a few instances. Like our agentic e-sign assistant, all prompting is done through the chat window, with actual document modification instructions given in our document editor panel, which the agent will present at the right time. See Using The E-sign Assistant for more information about how it works.

Unlike our other e-sign agents, voice commands are not supported in Teams. On the other hand, there are quite a few important features that our App in Teams provides which are not available on other platforms. Documents in your OneDrive or Sharepoint accounts are integrated, and can be accessed with natural language commands. Additionally, your contacts located in people, Outlook, meetings, and chats can be surfaced for use in all e-sign workflows using natural language commands. All document and contacts are also searchable from our compose extensions that are located in the command box. Documents and contacts selected here are immediately sent to our agent and can be used to initiate or add more information to support e-sign workflows.