At Signeasy, we want to strengthen the document management and collaborative space for our Microsoft M365 users. That is why we offer a Signeasy-Sharepoint integration.
This integration allows users to create, send, track, and manage electronic signatures using our SharePoint application add-in. Here is a list of the included workflows:
Send a document(s) from a SharePoint library to one or various recipients.
Track the status of a document within the SharePoint ecosystem.
Archive a signed document on the SharePoint library.
How to install the Signeasy add-in on Sharepoint?
Please visit the SharePoint apps store and search for Signeasy. Once you find Signeasy, please click on the option to install:
After the add-in has been installed, please proceed to connect with OAuth.
How to use the Signeasy - Sharepoint integration?
Our integration has these core actions: Send for Signature using Signeasy, Sign with Signeasy, Go to Signeasy, and Log out from Signeasy.
To initiate any of these actions, please open your Document section, select the document you are interested in managing, and select the three-dot menu on the top bar:
Send for Signature with Signeasy:
If it is your first time using the integration, you will be redirected to a new window to authenticate and grant access between Signeasy and Sharepoint. After this step is complete, you will be redirected to a Signature Request setup window, where you can proceed to add details regarding the signer(s), attachments, subject line, and message:
Once the document has been set up and sent, you will be redirected to Sharepoint.
Please note that the completed files will appear on Sharepoint under the user’s Signeasy archived folder. The files can also be accessed through One Drive by selecting the Signeasy Site. Also, the completed file will automatically be included in the Completed section in the Signeasy Dashboard.
Sign with Signeasy:
After selecting this option, you will automatically be redirected to a Signature setup, where you can choose any of the annotation fields and complete the document:
Please note that the completed files will appear on Sharepoint under the user’s Signeasy archived folder. The files can also be accessed through One Drive by selecting the Signeasy Site. Also, the completed file will automatically be included in the Completed section in the Signeasy Dashboard.
Frequent Questions:
How can I find the Signeasy- Sharepoint integration?
To find our Signeasy - Sharepoint integration as a user, you can navigate to https://signeasy.com/integrations and get started with a free trial, or you can navigate to SharePoint Store and search for keywords like “Signeasy”, “Sign”, and “Signature”.
Can I access the SharePoint files on OneDrive?
All Signeasy completed documents will be available on Sharepoint and One Drive through the archived site.
What are the prerequisites to installing the add-in?
You must be part of a team account and verified by the team admin
Have an active Signeasy account
Is there a provision for the user to select the folder in which they want to save the document?
By default, all signed and completed documents will be stored in a single folder. However, the user can create multiple folders within the site and store the files on these sites.
What is the pricing model/subscription price for the SharePoint integration?
The Signeasy-Sharepoint Integration is part of the Business and Business Plus plans.