Updates from: 09/11/2024 01:08:09
Category Microsoft Docs article Related commit history on GitHub Change details
commerce About Registration Numbers https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/commerce/about-registration-numbers.md
- AdminSurgePortfolio - admindeeplinkMAC description: "Learn about registration numbers and under-review notifications when you buy Microsoft business products or services." Previously updated : 08/24/2023 Last updated : 09/05/2024 # About registration numbers and under-review notifications in the Microsoft 365 admin center
commerce Product Key Errors And Solutions https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/commerce/product-key-errors-and-solutions.md
search.appverid: MET150 description: "Learn how to resolve the issues that you face when you enter your product key for Microsoft 365 for business." Previously updated : 01/05/2024 Last updated : 09/05/2024 # Problems with your Microsoft 365 for business product key?
If there's an error message when you try to redeem a product key for **Microsoft
| "The product key you entered has expired. Enter a different key." | You must use a new and unused product key to renew a current subscription or activate a new subscription.<br/><br/>Need to buy a new key? Visit a reseller, orΓÇöif you're working with a partnerΓÇöcontact your partner. | | "This product key has already been used. Enter a different product key." | Verify that the key hasn't already been used by you or a member of your organization. If the key hasn't already been used, contact your partner or the reseller where you bought the product key. | | "Sorry, we can't process your request right now. Wait a few minutes and try again." | If subsequent attempts result in the same error message for more than 15 minutes, [contact support](../admin/get-help-support.md). |
-| "The requested subscription isn't available. One of the following reasons could have caused this: The offer isn't available - The service isn't available in your country/region - It's impossible to use/select the same trial twice. If the issue persists, contact Microsoft support." | [Contact support](../admin/get-help-support.md)[contact support](../admin/get-help-support.md). If you're working with a partner, contact your partner for support. |
-| "You've added more user licenses than this offer allows. The maximum is \<x\> user licenses. Remove this product key and enter one that adds fewer user licenses." | Contact your reseller or partner. You bought more licenses than can be used with this Microsoft 365 subscription. |
-| "You must be a global or billing admin to redeem a product key." | Be sure your permissions are set as at least a Billing Administrator. To verify this, [Sign in to Microsoft 365](https://support.microsoft.com/office/e9eb7d51-5430-4929-91ab-6157c5a050b4) with your work or school account and go to the admin center. <br/><br/>In the admin center, select **Users** \> **Active users**. In **Filters**, select **Billing admins**. <br/><br/>Ensure that you're listed in the results. |
+| "The requested subscription isn't available. One of the following reasons could have caused this: The offer isn't available - The service isn't available in your country/region - It's impossible to use/select the same trial twice. If the issue persists, contact Microsoft support." | [Contact support](../admin/get-help-support.md). If you're working with a partner, contact your partner for support. |
+| "You've added more user licenses than this offer allows. The maximum is \<x> user licenses. Remove this product key and enter one that adds fewer user licenses." | Contact your reseller or partner. You bought more licenses than can be used with this Microsoft 365 subscription. |
+| "You must be a global or billing admin to redeem a product key." | Be sure your permissions are set as at least a Billing Administrator. To verify this, [Sign in to Microsoft 365](https://support.microsoft.com/office/e9eb7d51-5430-4929-91ab-6157c5a050b4) with your work or school account and go to the admin center. <br/><br/>In the admin center, select **Users** > **Active users**. In **Filters**, select **Billing admins**. <br/><br/>Ensure that you're listed in the results. |
> [!NOTE] > When you buy Microsoft 365 through a partner, Microsoft sends you an email containing instructions to get your product key and activate your subscription in the [Volume Licensing Service Center](https://go.microsoft.com/fwlink/p/?LinkID=282016). To learn more about Volume Licensing, see [help for existing Volume Licensing customers](https://go.microsoft.com/fwlink/p/?LinkId=534992).
commerce Try Or Buy Microsoft 365 https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/commerce/try-or-buy-microsoft-365.md
- GAUpdates search.appverid: GEA150 description: "Learn how to sign up for a free 30-day trial or buy a subscription for Microsoft 365 for business products and services." Previously updated : 08/07/2023 Last updated : 09/05/2024 # Try or buy a Microsoft 365 for business subscription
When you buy another subscription through the Microsoft 365 admin center, the ne
If you want to move all of your users to a different subscription, see [Upgrade or change to a different Microsoft 365 for business plan](subscriptions/upgrade-to-different-plan.md). > [!NOTE]
-> You must move users from your free trial subscription to the new subscription before your 90-day grace period ends after your trial subscription expires. By doing this, you keep your data, accounts, and configuration. Otherwise, that information is deleted at the end of 90 days.
-
+> You must move or reassign users from your free trial subscription to the new subscription before your 90-day grace period ends after your trial subscription expires. By doing this, you keep your data, accounts, and configuration. Otherwise, that information is deleted at the end of 90 days.
[Find out what type of billing account you have](manage-billing-accounts.md). **If you have an MCA billing account type:**
commerce Use A Promo Code https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/commerce/use-a-promo-code.md
- okr_SMB search.appverid: MET150 description: "Learn how to apply a promotional code to a new Microsoft 365 for business subscription to reduce the price, and how to troubleshoot promo code errors." Previously updated : 02/23/2024 Last updated : 09/05/2024 # Use a promo code to reduce the price of a new Microsoft 365 for business subscription
-When you buy a Microsoft 365 for business subscription, you can use a promotional code (promo code) to reduce the price. This article explains how to apply a promo code to a new subscription, describes the [Promo code terms](#promo-code-terms), and provides [troubleshooting help for promo codes](#troubleshooting-promo-codes).
-
-## Apply a promo code to your subscription
+When you buy a Microsoft 365 for business subscription, you can use a promotional code (promo code) to reduce the price. This article explains how to apply a promo code to a new subscription, describes the [Promo code terms](#promo-code-terms), and provides [troubleshooting help for promo codes](#troubleshooting-promo-codes).
+
+## Apply a promo code to a new subscription
+
+Note that to buy a new subscription, you must be a Global or Billing administrator.
+
+[Find out what type of billing account you have](./manage-billing-accounts.md).
+
+**If you have an MOSA billing account type:**
-1. Begin your purchase by either buying a new subscription or adding services to an existing subscription.
-2. When you check out, select **Have a promo or discount code?**, then enter your promo code in the box.
-3. Select **Apply promo code**. You should see a confirmation that the promo code was successfully applied. If you see a different message, see [Troubleshooting promo codes](#troubleshooting-promo-codes).
-4. Continue checking out. The order confirmation page displays your discount code included with the order amount.
+1. Log into the [Microsoft 365 Admin Center](https://go.microsoft.com/fwlink/p/?linkid=2024339).
+ - If you're using the **Simplified view**, select **Billing**, then select **Add more products**.
+ - If you're using the **Dashboard view**, go to the **Billing** > [Purchase services](https://go.microsoft.com/fwlink/p/?linkid=868433) page.
+2. On the **Purchase services** page, find the plan that you want to Buy, and select **Details**.
+3. On the next page, enter the number of licenses that you want to buy and select **Buy now**.
+4. When you check out, scroll to the bottom and select **Have a promo or discount code?**, then enter your promo code in the box.
+5. Select **Apply promo code**. You should see a confirmation that the promo code was successfully applied. If you see a different message, see [Troubleshooting promo codes](#troubleshooting-promo-codes).
+6. Continue checking out. The order confirmation page displays your discount code included with the order amount.
At any time after you complete your purchase, the discount created by your promo code appears on your invoice. To learn more, see [View your invoice in the Microsoft 365 admin center](billing-and-payments/view-your-bill-or-invoice.md).
-
+
+**If you have an MCA billing account type:**
+
+Promo codes are not supported on MCA billing accounts. Promotional discounts are published directly inside of the product catalog to customers.
+ ## Promo code terms The following guidelines apply to promo codes for Microsoft 365 for business subscriptions.
enterprise M365 Dr Workload Spo https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/enterprise/m365-dr-workload-spo.md
If a OneDrive contains a subsite, for example, it can't be moved. You can use th
Start-SPOUserAndContentMove -UserPrincipalName <UPN> -DestinationDataLocation <DestinationDataLocation> -ValidationOnly ```
-This will return Success if the OneDrive is ready to be moved or Fail if there's a legal hold or subsite that would prevent the move. Once you have validated that the OneDrive is ready to move, you can start the move.
+This will return Success if the OneDrive is ready to be moved or Fail if there's any reason that would prevent the move. Once you have validated that the OneDrive is ready to move, you can start the move.
+
+If the OneDrive has a legal hold on it, the move would proceed but the Preservation Hold Library would contninue to exist in the site. Once the move completes, apply a hold on the new URL and later remove the existing hold on the earlier URL.
#### **Start a OneDrive geo move**
frontline Set Up Targeted Communications https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/frontline/set-up-targeted-communications.md
appliesto: - Microsoft Teams - Microsoft 365 for frontline workers Previously updated : 02/28/2024 Last updated : 09/10/2024
Setting up targeted communications in Microsoft Teams enables you to deliver per
To set up targeted communications, you identify and map your frontline attributes by choosing one Microsoft Entra attribute each for **Department** and **Job title** that represents the departments and job titles in your organization. The mapped attribute values, which are pulled from user profile data stored in Microsoft Entra ID, are used to identify, and target communications to specific groups of people based on their department or job title.
+You map frontline attributes through the [deploy frontline dynamic teams](deploy-dynamic-teams-at-scale.md) experience in the Teams admin center.
+ Streamline and simplify communications for your frontline. After you map your attributes, your frontline teams can use targeted communication features, like automatic tags in Teams channel conversations, and additional frontline capabilities that are coming soon. ## Prerequisites -- Your frontline teams must be created through the [deploy frontline dynamic teams](deploy-dynamic-teams-at-scale.md) experience in the Teams admin center.-
- > [!NOTE]
- > Mapping frontline attributes is part of the setup process when you deploy frontline dynamic teams. It's an optional step. If you want to allow your frontline to easily reach each other by department or job title, map your attributes to enable targeted communications.
- >
- > If you've already deployed your frontline dynamic teams and you want to enable targeted communications for those teams, go to the [Dynamic teams settings page](deploy-dynamic-teams-at-scale.md#edit-your-frontline-team-settings), and map your attributes.
-- To use [automatic tags](#automatic-tags), tags must be turned on for your organization. In the Teams admin center, go to **Teams** > **Teams settings**. Under **Tagging**, check that the **Who can manage tags** setting is set to an option other than **Not enabled**. [Learn more about how to turn on tags for your organization](/microsoftteams/manage-tags).
+To use [automatic tags](#automatic-tags), tags must be turned on for your organization. In the Teams admin center, go to **Teams** > **Teams settings**. Under **Tagging**, check that the **Who can manage tags** setting is set to an option other than **Not enabled**. [Learn more about how to turn on tags for your organization](/microsoftteams/manage-tags).
## Set up targeted communications
+> [!IMPORTANT]
+> Automatic tags are available to your teams after you [map your attributes](#map-your-frontline-attributes). In other words, you can enable automatic tags by mapping your attributes without having to complete all the steps in the process to deploy frontline dynamic teams.
+>
+> If you're deploying frontline dynamic teams, mapping your attributes is an optional step. To allow your frontline to easily reach each other by department or job title, map your attributes to enable targeted communications.
+>
+>If you've already deployed your frontline dynamic teams and you want to enable targeted communications for those teams, go to the [Dynamic teams settings page](deploy-dynamic-teams-at-scale.md#edit-your-frontline-team-settings), and map your attributes.
+ ### Map your frontline attributes Map your attributes on the Map frontline attributes page of the [deploy frontline dynamic teams](deploy-dynamic-teams-at-scale.md) experience. Select the Microsoft Entra attribute for **Department** and **Job title** that best represents the departments and job titles in your organization. You can map one or both attributes.
loop Loop Components Configuration https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/loop/loop-components-configuration.md
There are several IT Admin settings provided to enable the Loop component experi
|Configure |Setting Type |Specific Policy |Notes | |||||
-|Loop component experiences across Microsoft 365* | Cloud Policy | **Create and view Loop files in Microsoft apps that support Loop** | Applies to: <br/> - Outlook integration<br> - OneNote integration<br> - Word for the web integration<br> - Whiteboard integration<br> Does **NOT** apply to:<br> - Loop workspaces<br> - Teams integration |
+|Loop component experiences across Microsoft 365* | Cloud Policy | **Create and view Loop files in Microsoft apps that support Loop** | Applies to: <br/> - Outlook integration<br> - OneNote integration<br> - Whiteboard integration<br> Does **NOT** apply to:<br> - Loop workspaces<br> - Teams integration |
|Outlook integration of Loop experiences | Cloud Policy | **Create and view Loop files in Outlook** | First checks **Create and view Loop files in Microsoft apps that support Loop**; then applies **Create and view Loop files in Outlook**, if applicable. | |Teams integration | SharePoint property | See [Settings management for Loop components in Teams](#settings-management-for-loop-functionality-in-teams) | *Teams only checks the settings in this row. |
The Loop experiences (except for Microsoft Teams) check the following [Cloud Pol
- recall: - this setting applies to: - Outlook integration
- - Word for the web integration
+ - OneNote integration
- Whiteboard integration - this setting does **NOT** apply to: - Loop workspaces (see [Manage Loop workspaces in SharePoint Embedded](/microsoft-365/loop/loop-workspaces-configuration))
syntex Esignature Overview https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/syntex/esignature-overview.md
Previously updated : 07/18/2024 Last updated : 09/10/2024 audience: enabler
Before you can use SharePoint eSignature, you must first link your Azure subscri
SharePoint eSignature enables binding agreements between parties by allowing guests access to SharePoint to electronically sign documents. Certain external sharing must be enabled at a tenant or site level to allow this access. For more information, see [Set up SharePoint eSignature for external recipients](esignature-setup.md#external-recipients). Consider whether this meets your compliance and security requirements when enabling eSignature.
+## Using other signature providers
+
+SharePoint eSignature is now integrated with other electronic signature providers, such as Adobe Acrobat Sign and DocuSign. You can initiate requests using these other providers from PDF documents in SharePoint, while ensuring the secure and automatic storage of signed documents in Microsoft 365. Other electronic signature providers will be added in the future.
+
+The providers facilitate the signing process and send out all relevant notifications. When signing is complete, a copy of the fully signed document is automatically saved in SharePoint for easy access. For more information, see [how to add other signature providers](esignature-setup.md#add-other-signature-providers) and [how to create a signature request using another provider](esignature-send-requests.md#create-a-signature-request-using-another-provider).
+ ## Release notes - SharePoint eSignature is available for only PDF documents at this time. - Tracking of SharePoint eSignature requests through the Approvals app in Microsoft Teams is now available.-- Support for additional electronic signature providers will begin later in Summer 2024 with Adobe Acrobat Sign and Docusign. In the future, there will be potential integration with other providers.--
+- Support for Adobe Acrobat Sign and Docusign is now available. In the future, there will be potential integration with other electronic signature providers.
<br>
syntex Esignature Review Sign Requests https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/syntex/esignature-review-sign-requests.md
Previously updated : 08/19/2024 Last updated : 09/10/2024 audience: enabler
When you create a signature request with SharePoint eSignature, it goes through
When the status of a request is **Completed**, **Canceled**, or **Declined**, the request can no longer be acted on by either the sender or the recipients. As an example, if a recipient declines a request, the sender would need to send a new request after the reason for declining has been addressed. The original declined request can't be edited. ## Access the signed document-
+### Documents signed with Microsoft SharePoint eSignature
All parties involved in the request receive an email notification saying that the request has been completed and the status of the request is **Completed**. In the email, you can select **View signed document** to access the signed document and the request history. Signers can continue to access and download the signed document from the email notification for 30 days after receiving the email. Additionally, request senders will be able to access the originating folder in which the signed document was saved directly from the email. > [!NOTE] > When you open a PDF document on a SharePoint site, you won't see the details of the request if your default PDF viewer is set to Adobe. You'll need to set PDF viewer as your default viewer.
-## Security of the signed document
+#### Security of the signed document
After all recipients have signed the document, the signatures are added and an audit trail is appended to the signed PDF. Details of the request, including activities and timestamps of when they occurred throughout the signing process, are included. The details include the date and time the request created, date and time when the recipients signed, and so on. These details provide evidence of the integrity of the signing process. The signed document is then digitally signed by a Microsoft certificate to ensure that it can't be tampered with.
+### Documents signed with other signature providers
+All parties will receive an email notification from the provider when document signing is complete. The email typically contains a link to the signed document or as an attachment. The document is usually accessible via the provider platform and remain there for a period of time permitted by the policy setup on the provider platform. Additionally, a copy of the signed document is automatically stored in SharePoint. The signed document is stored in a provider specific folder within the SharePoint document library of the original document (the original document is the PDF with which the request was initiated from). The signed document can be found using this folder path : **[Document library] > Apps\Signed documents\provider**. For example Contoso Documents → Apps → Signed documents → Docusign. The retention policy of the saved document will inherit the retention policy set up by the SharePoint or tenant admin
+
+> [!NOTE]
+> A copy of the signed document will not be saved if the request is declined or canceled. Any additional document uploaded via the third party platform (i.e. outside of sharePoint) while creating a request will also not be saved back to sharePoint. Only documents initiated from SharePoint are saved back to SharePoint.
syntex Esignature Send Requests https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/syntex/esignature-send-requests.md
Previously updated : 08/19/2024 Last updated : 09/10/2024 audience: enabler
Use the following steps to start the SharePoint eSignature process. You must be
Once sent, the status of the request is set to **In progress**. An email notification is sent to the creator and the recipients. If **Recipients must sign in order** is toggled on, recipients will be able to add their signature in the order specified, otherwise they can add their signature in any order.
+#### Track and manage other provider requests
+
+Managing ongoing eSignature requests for other providers is done on the provider website or through the Approvals app in Microsoft Teams. You'll also be notified by email from the provider throughout the signing process.
+ ## Cancel a signature request If you create a signature request and want to cancel it, follow these steps.
If you create a signature request and want to cancel it, follow these steps.
Once canceled, the status of the request is set to **Canceled** and recipients receive an email notification telling them that the request was canceled and that no further action is possible on this request.
+### Create a signature request using another provider
+
+Use the following steps to start an electronic signature in SharePoint using another provider, such as Adobe Acrobat Sign or DocuSign.
+
+1. From a SharePoint document library, open the document you want to start the eSignature process.
+
+2. In the document viewer, select the eSignature icon, and then select the provider you want to use from the menu.
+
+ ![Screenshot showing how to select a provider on the ribbon.](../media/content-understanding/esignature-select-provider.png)
+
+3. You'll be prompted to sign in to the provider using your sign-in credentials the first time. On subsequent requests, you may not be prompted to
+
+4. After successful sign in, you'll be prompted to continue on the provider website.
+
+5. The document is automatically transferred to the provider service.
+
+6. The provider website opens in another browser tab.
+
+7. On the new tab, proceed with the request creation process as you normally would.
+
+9. Once completed, you can close all document tabs.
+
+11. To cancel or track a request from other providers, you would need to do this via the provider website
+ <br> > [!div class="nextstepaction"]
syntex Esignature Setup https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/syntex/esignature-setup.md
Previously updated : 06/12/2024 Last updated : 09/10/2024 audience: admin
By default, SharePoint eSignature is turned on for libraries in all SharePoint s
2. If SharePoint eSignature is turned on, there will be a **Turn off** button visible. To turn off SharePoint eSignature, select **Turn off**.
+### Add other signature providers
+
+1. On the **Manage Microsoft Syntex** page, select **eSignature**.
+
+2. On the **eSignature** panel, select **Add or remove other signature providers**.
+
+3. On the **Edit signature providers** panel, select the provider you want to add.
+
+ ![Screenshot showing the Edit signature providers panel.](../media/content-understanding/esignature-edit-providers-panel.png)
+
+4. Select **Save**.
+
+> [!NOTE]
+> Although [pay-as-you-go billing](syntex-azure-billing.md) must be set up to use eSignature, you are not charged for using other signature providers.
+ ## External recipients ### Microsoft Entra B2B
Microsoft Entra B2B provides authentication and management of guests. External s
### Authentication
-External recipients might need to authenticate before they're able to access a document for signing. The type of authentication required by the external recipients depends on the configuration for guest users at the SharePoint level or at the tenant level. Additionally, if the external user belongs to an organization with a Microsoft 365 tenant, it's possible for their organization's setup to affect their authentication experience when attempting to sign the document. For more information, see [Collaboration with guests in a site](/microsoft-365/solutions/collaborate-in-site).
+External recipients might need to authenticate before they're able to access a document for signing. The type of authentication required by the external recipients depends on the configuration for guests at the SharePoint level or at the tenant level. Additionally, if the guest belongs to an organization with a Microsoft 365 tenant, it's possible for their organization's setup to affect their authentication experience when attempting to sign the document. For more information, see [Collaboration with guests in a site](/microsoft-365/solutions/collaborate-in-site).
### Conditional access Certain [conditional access](/entra/identity/conditional-access/overview) might determine whether external recipients (signers outside of your organization or Microsoft 365 tenant) will be able sign a document. Depending on the admin setup, external signers might not be able to access and read the document for signing. In some other cases, they might be able to access the document for signing, but the signing operation will be unsuccessful. One common way to resolve this is to add the **Microsoft eSignature Service** to the list of approved apps via the Microsoft Entra admin center.
+> [!NOTE]
+> When using other electronic signature providers, settings within Microsoft 365 don't impact whether you can send requests outside to external recipients.
## Document storage and retention
The working copy of the request is stored and retained for five years or in acco
Every email notification sent in relation to a signature request contains a URL link that allows the recipient to view, review, and sign the document. When a request reaches a terminal state (when the status is **Completed**, **Canceled**, or **Declined**), the recipient has 30 days to view, download, and store the document in a preferred location. After the link expires, it can no longer be used to access the document. For more protection, when a sender cancels a request, recipients immediately lose access to the request document. The email notification received by recipients won't contain a URL link to view the request.+
+### Other electronic signature providers
+
+At the end of the signing process when all required parties have signed, a copy of the signed document is automatically saved to SharePoint. The signed document is saved to a provider-specific folder of a special **Apps** folder in SharePoint. Every document library has a provider-specific folder where all documents signed by using that provider are saved. The signed document will be stored in the folder path < Document library > → Apps → Signed documents → < Provider >
+
+![Screenshot showing a signed document in a provider-specific folder.](../media/content-understanding/esignature-other-provider-folder.png)
+
+> [!NOTE]
+> How long a copy of the signed document is retained in the other provider's platform depends solely on your document storage and retention policy settings for that provider service.
syntex Esignature Troubleshoot https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/syntex/esignature-troubleshoot.md
The PDF viewer is opened by selecting a PDF file from a SharePoint library. The
### Collaboration settings
-SharePoint eSignature is an extension of SharePoint document storage and management service. Therefore, all existing access, sharing, and data loss prevention policies that are already applied at the tenant level, SharePoint site and library level, or folder and file level might affect whether a request can be started from a document in SharePoint and who it can be sent to. Some of the scenarios that might affect the signature request process are:
+SharePoint eSignature is an extension of SharePoint document storage and management service. Existing access, sharing, and data loss prevention policies that are already applied at the tenant level, SharePoint site and library level, or folder and file level might affect whether a request can be started from a document in SharePoint and who it can be sent to. Some of the scenarios that might affect the signature request process are:
- If encryption is applied (for example, sensitivity labeling applied to the file), the ability to view the document wouldn't be available from SharePoint and therefore can't start a Signature request from there. Read more about [sensitivity labels](/purview/sensitivity-labels).
Certain [conditional access](/entra/identity/conditional-access/overview) polici
In some cases, the admin might need to add the SharePoint eSignature app (formally called Microsoft eSign service) to the **Excluded Apps** list in the **Conditional Access policy** > **Target resources** section so that the policy doesn't apply to the SharePoint eSignature app. The admin can verify the changes using the WhatIf tool with the policy.
+## Unable to create a request from another signature provider
+
+When you initiate a signature request from a document for another provider, such as Adobe Acrobat Sign and DocuSign, the document might have security and access policies applied that prevent the document from opening in the provider service. The most common policies include download and encryption policies applied. You must ensure that the document isn't encrypted before initiating the signature request and that the creator of the request has permission to download the file.
+ ## Unable to find the request emails If you were sent an eSignature request and can't find it in your email inbox, you should check your spam or junk folder. It's also good practice to mark the sender as non-spam so that future emails from the same sender go directly into your inbox.