Native Integration For Microsoft Teams

Stay on top of your tasks with real-time contract updates on Microsoft Teams, and take approval actions without leaving Teams.

🚀 Introduction

Elevate your team’s contract management with SpotDraft’s Microsoft Teams integration. Contract notifications, key details and approval actions land in Microsoft Teams so legal and business users spend less time switching tools.

With SpotDraft's Microsoft Teams integration, your team can:

• Stay informed with real-time notifications: Receive timely updates on critical contract stages, from inception to execution, in Microsoft Teams. This includes requests for reviews or signatures, approval requests and status updates.

• See contract context in the message: Each notification includes the contract name, the SpotDraft user who initiated the activity, the counterparty name, and a link into SpotDraft.

• Approve or reject from Teams: Assigned approvers can approve or reject a contract from the Teams card, with the action saved in SpotDraft and an audit trail retained.

• Jump into signing or review: Signature-request cards include Start Signing. Review-request cards include Review Contract. Signing and review still complete in SpotDraft.

• Control what you receive: Each user can turn Microsoft Teams notifications on or off per event in SpotDraft notification preferences.

• Coverage across contract types: Template contracts, third-party paper, Upload & Sign, and executed contracts can all generate Teams notifications for supported events.

This guide covers setup, how notifications work, how to take approval actions in Teams, and how to manage notification preferences.

✨ What’s included

Notifications in Teams: You receive Adaptive Cards in a 1:1 chat with the SpotDraft app (rather than a Teams channel) when you are involved in a supported contract event.

In-Teams approvals: Approval-request cards include Approve and Reject. After you act, those buttons are removed; View Contract remains.

Signing and review shortcuts:

• When your signature is requested (SpotDraft native signing): Start Signing

• When you are asked to review a contract: Review Contract

Notification preferences: SpotDraft → Settings → Notifications → Microsoft Teams column.

📝 Prerequisites

• The Microsoft Teams integration is available in your SpotDraft workspace. If you do not see it, contact your SpotDraft representative.

• Request the SpotDraft Teams app package from your SpotDraft representative (a zip file used by your Microsoft Teams admin).

• You have permission to add apps in Microsoft Teams, or a Teams administrator will install the app for your organization.

• Microsoft Teams admin approval: Connecting SpotDraft in SpotDraft Settings must be done by a Microsoft Teams / Microsoft Entra administrator. If your organization requires admin approval for new apps, have the SpotDraft app pre-approved to avoid delays.

• Active SpotDraft account: To open contract, sign, or review pages from Teams, you must be logged into SpotDraft and be a member of the workspace that owns the contract.

• Your work email in SpotDraft should match your Microsoft work account email so Teams can deliver messages to you.

SpotDraft setup

Log in to your SpotDraft workspace and go to Settings → Integrations.

Open the Communication section and select Microsoft Teams.

Open Setup, then click Configure.

Teams authentication

Click Connect to authenticate your Microsoft tenant.

Select the Microsoft account you want to connect. This must be an administrator account.

Read the permissions and click Accept.

When authentication succeeds, you will see Authentication Successful! Close this tab to continue.

Installing the SpotDraft app on Microsoft Teams

A Microsoft Teams administrator completes this section using the app package from your SpotDraft representative.

Upload the app

In the Microsoft Teams admin center, use Actions to add a new app.

Click Upload a new app (or Upload an app, depending on your admin center version).

Upload the SpotDraft Teams package (zip). Contact your SpotDraft representative if you do not have the latest package.

After a few seconds you should see a success message that the app was added.

Make the app available and install it

Go to Manage apps and search for SpotDraft.

A system administrator can install the app for the organization after setting availability:

• Everyone, or

• Specific users or groups (recommended if you want to start with a pilot group)

Click Install for the chosen audience.

Installation may take a few minutes.

Users should then find SpotDraft in Microsoft Teams (Apps or Chat) and can open a chat with the SpotDraft app. Opening that chat once is recommended so notifications can be delivered.

🎉 SpotDraft’s Microsoft Teams integration is installed.

Using contract notifications

Supported activities send a card to the people involved. A typical card includes:

• What happened (for example, approval requested, review requested, signature requested, contract executed)

• Contract name

• Who initiated the activity

• Counterparty

• One or more buttons: View Contract, and where applicable Approve, Reject, Start Signing, or Review Contract

Note: If the contract is sent for signature through DocuSign or Adobe Sign, SpotDraft does not send a separate “signature requested” Teams card. Those providers send their own notifications. SpotDraft Teams Start Signing cards apply to SpotDraft native signing.

Take approval actions in Microsoft Teams

Note: This section applies when your workspace uses Approvals V5 and your SpotDraft administrator has enabled in-Teams approvals. If you only see View Contract on an approval card, your workspace may not have in-Teams approvals turned on. In that case, use View Contract and complete the approval in SpotDraft, or check with your SpotDraft CSM.

When you receive an approval request

You will get a Teams card when you are asked to approve a contract. The card includes contract context and three actions: Approve, Reject, and View Contract.

Approve

1. Click Approve.

2. Confirm in the dialog. You may add an optional note.

3. Click Confirm.

The approval is recorded in SpotDraft. The Teams card stays in the chat: Approve and Reject are removed, and View Contract remains if you need the full document.

[SCREENSHOT 20 — Same card after a successful approve: no Approve/Reject, overview still visible, View Contract still present.]

Reject

1. Click Reject.

2. Add a note explaining the rejection.

3. Click Confirm.

The rejection is recorded in SpotDraft. The card updates the same way as after approve.

View the full contract

Click View Contract at any time to open the contract in SpotDraft.

If you cannot act, or the approval already changed

• If you are not the assigned approver, or you are not a member of the SpotDraft workspace, Teams will explain that you cannot perform the action.

• If the contract was already approved or rejected in Teams or in SpotDraft, Teams will explain that the approval was already completed.

Start signing or review from Teams

Start signing

When your signature is requested and SpotDraft sends the Teams card, click Start Signing. You are taken to the signing experience for that contract (SpotDraft, or DocuSign when that button is shown for a DocuSign flow).

Signing is completed on that page, not inside the Teams dialog.

Review a contract

When you are asked to review a contract, click Review Contract. You are taken to the review experience in SpotDraft, not only the contract overview.

Notification preferences

You can choose which Microsoft Teams notifications you receive without disconnecting the integration.

1. In SpotDraft, open Settings → Notifications.

2. Find the Microsoft Teams column for each event.

3. Turn events on or off. Changes apply to your user only.

Examples of events you can control (when your workspace sends them to Teams):

• My signature is requested

• A signatory has signed the contract

• Contract is successfully executed

• I have been requested to review a contract

• A reviewer has completed the contract review

• I have been requested to approve a contract

• Approval request has been updated

• An approver has taken action

If you turn an event off, you will not get a Teams message for that event. Email or Slack preferences are separate.

✅ Verification

1. Complete SpotDraft Connect and Teams admin install (sections above).

2. Open a 1:1 chat with the SpotDraft app in Teams.

3. In SpotDraft, trigger a contract activity you are assigned to (for example, send a test contract for approval or review).

4. Confirm the Adaptive Card appears in the SpotDraft chat.

5. If in-Teams approvals are enabled: complete Approve or Reject from the card, then confirm the status in SpotDraft and that the card no longer shows Approve/Reject.

6. Optional: turn off that Teams notification in Settings → Notifications and confirm a new event does not ping Teams.

🎉 SpotDraft’s Microsoft Teams integration is verified. You can stay informed and when enabled, take approval actions from Microsoft Teams.

💬 FAQs

Q: Can a non-admin Microsoft Teams user authenticate this integration on SpotDraft?
A: No. Connecting the integration requires Microsoft administrative privileges (admin consent). A Microsoft Teams / Entra admin must complete Connect. Installing the app for users is also done by a Teams administrator.

Q: Where do notifications appear, in a channel or a chat?
A: In a 1:1 chat with the SpotDraft app, not in a Teams channel.

Q: Can I approve or reject a contract from Microsoft Teams?
A: Yes, if your workspace uses Approvals V5 and in-Teams approvals are enabled. You will see Approve and Reject on the approval-request card. If you only see View Contract, complete the approval in SpotDraft or ask your admin whether in-Teams approvals are on.

Q: Can I sign or finish a legal review entirely inside Teams?
A: No. Use Start Signing or Review Contract to open the SpotDraft page. Those steps are not completed in a Teams dialog.

Q: Why didn’t I get a signature-requested message in Teams for a DocuSign or Adobe Sign contract?
A: SpotDraft does not send a duplicate Teams signature request when DocuSign or Adobe Sign is sending its own notifications. Watch for messages from that provider.

Q: I connected Teams but I still don’t get messages.
A: Check that: the SpotDraft app is installed for your user; you opened the SpotDraft chat at least once; your SpotDraft email matches your Microsoft work email; you are a member of the SpotDraft workspace; and the event is turned on under Settings → Notifications for Microsoft Teams.

Q: How do I stop some Teams notifications but keep others?
A: Use Settings → Notifications and change only the Microsoft Teams column for those events. You do not need to uninstall the app.

Q: How secure is the integration?
A: The integration uses Microsoft admin consent and SpotDraft’s existing access controls. Approval actions in Teams are recorded in SpotDraft. Only members of the associated workspace can open contracts or complete approvals they are assigned.

Q: Will this slow down Microsoft Teams or SpotDraft?
A: The integration is designed not to materially affect performance of either product.

Q: Can one Microsoft tenant connect to more than one SpotDraft workspace?
A: No. A Microsoft tenant can be linked to a single SpotDraft workspace. Contact SpotDraft support if you need to move the connection.

🏁 Conclusion

With the SpotDraft–Microsoft Teams integration set up, your team can receive contract updates in Teams, control which events notify you, open the right SpotDraft page for signing or review, and, when your workspace has in-Teams approvals enabled, approve or reject from the Teams card without starting in the SpotDraft web app.

If you run into issues, contact your SpotDraft representative or support. We’re committed to making this integration work for your rollout.