Signeasy for SharePoint — First-Time Installation Checklist

Roles you'll need

Installation requires actions from two different Microsoft 365 admin roles. These may be the same person, or two people in your IT team.
 

Important: A SharePoint Administrator alone is not enough to complete the installation. The Microsoft sign-in approval (Step 2) requires Global Administrator rights — this is a separate Microsoft Entra permission, not a SharePoint permission.

Step 1 — Install the Signeasy app

You can install Signeasy in two ways. Choose whichever fits your organization.

Option 1A — Install from the Microsoft Marketplace (Recommended — tenant-wide)

Performed by: SharePoint Administrator

You can start from either of these entry points — both lead to the same install:

Entry point 1: Microsoft AppSource (public marketplace)

1. Go to https://appsource.microsoft.com
2. Search for Signeasy for SharePoint
3. Click GET IT NOW → sign in with your Microsoft 365 work account
4. You'll be redirected to the SharePoint admin center to complete deployment — continue from step 5 below

Entry point 2: SharePoint Store (inside SharePoint admin center)

1. Sign in to the SharePoint admin center: https://[your-tenant]-admin.sharepoint.com
2. From the left menu, go to More features → Apps → Open
3. Click SharePoint Store
4. Search for Signeasy and click Add it
    

Then (both entry points):

5. On the deploy dialog:
   • Check "Make this solution available to all sites in the organization"
   • Click Deploy
6. Wait ~2 minutes for the deployment to propagate

Verify: Go to Manage apps in the SharePoint admin center — "Signeasy for SharePoint" should appear with status "Enabled."

Option 1B — Install on a single SharePoint site

Performed by: Site Owner (after SharePoint Admin has deployed Signeasy at the tenant level)

Use this when Signeasy was deployed tenant-wide without the "available to all sites" option, or you want to limit it to specific sites.

1. Go to the SharePoint site where you want Signeasy
2. Click Settings (gear icon) → Site contents
3. Click + New → App
4. Find Signeasy for SharePoint in the list and click Add
5. Wait for the app to appear under Site Contents (~1 minute)

Verify: Open any document library on the site. Select a document — the Signeasy option should appear in the command bar.

Step 2 — Approve Microsoft sign-in (One-time, Global Administrator)

The first time anyone in your organization signs in to Signeasy, Microsoft will show an "Approval required" or "Permissions requested" screen. This is a one-time approval that lets all users in your tenant sign in afterwards.

This step is separate from Step 1 and requires a Global Administrator account. The SharePoint Administrator role cannot approve this.

Option 2A — Approve while signed in as Global Admin

1. Open any SharePoint document library where Signeasy is installed
2. Select a file → click Signeasy in the command bar
3. Click Sign in with Signeasy and complete Signeasy sign-in
4. When the Microsoft consent screen appears, sign in with your Global Administrator account (critical — using a regular account will not show the Accept option)
5. On the consent screen:
   • Tick "Consent on behalf of your organization"
   • Click Accept

Option 2B — A regular user already hit the "Approval required" screen

1. The user clicks Request approval and enters a brief justification
2. Global Admin receives an email notification, or can review in: Entra admin center → Identity → Applications → Enterprise applications → Admin consent requests
3. Global Admin reviews and clicks Approve
4. The user can now sign in

Option 2C — Approve directly from Entra admin center

1. Sign in to https://entra.microsoft.com as Global Administrator
2. Go to Identity → Applications → Enterprise applications
3. Search for Signeasy and open it
4. Go to Security → Permissions
5. Click Grant admin consent for [your organization] and click Accept

Step 3 — Verify the installation

1. Sign in as a regular (non-admin) user
2. Open SharePoint, go to a document library where Signeasy is installed
3. Select a file → click Signeasy in the command bar
4. Sign in to Signeasy
5. The Microsoft consent screen should NOT appear (if it does, Step 2 was not completed correctly)
6. The Signeasy panel should load and let you send the document for signing

Troubleshooting

"Need admin approval" screen has no Accept button → The signed-in user is not a Global Admin. Sign out, sign back in with a Global Admin account, and retry. Or use Option 2B or 2C above.
 

Signeasy doesn't appear in the SharePoint command bar → Wait 5–10 minutes after deployment. Refresh the SharePoint page (Ctrl+F5). If Signeasy was deployed without "available to all sites," follow Option 1B to add it to the specific site.
 

Users still see the consent screen after Step 2 → Verify the Global Admin ticked "Consent on behalf of your organization" (not just clicked Accept). Re-do Step 2 if needed.
 

App was deployed but not available on a site → "Make this solution available to all sites" was likely unchecked during install. Either re-deploy with the option checked, or follow Option 1B to add it per site.
 

Who to contact

• Microsoft 365 admin roles / who is your Global Admin → your internal IT team
• Signeasy installation issues, billing, features → support@signeasy.com

Configure Metadata Columns in a SharePoint Document Library

When signed documents are archived back to a SharePoint document library through the Signeasy integration, Signeasy can populate metadata columns to help identify documents, track associated transactions, and distinguish signing certificates from regular documents.

These columns can also be used to create custom SharePoint views and automate document workflows using Microsoft Power Automate.

Step 1: Add the Required Columns

1. Navigate to your SharePoint document library.
2. Scroll to the right of the file list and click Add column.
3. Create the following columns with the exact names and types specified.

Step 2: Use the Metadata

• SigneasyGenerated: Identifies documents generated by Signeasy.
• SigneasyTransactionId: Identifies the associated Signeasy transaction and can be used to retrieve transaction details, such as the parties involved.
• SigneasySourceFileEUID: Provides a unique identifier to correlate documents between SharePoint and Signeasy.
• IsAuditTrail: Identifies signing certificates, allowing you to filter them or apply specific workflow rules.

You can use these columns to filter documents, create custom SharePoint views, and build automated workflows using Microsoft Power Automate.

Note: Ensure that the column names and data types match the specifications above for Signeasy to populate the metadata correctly.