Signeasy - SharePoint Integration

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:

Important points to remember while installing:
1. You will need Full Access Control for the SharePoint Site. 
2. Signeasy for SharePoint is supported in the following browsers:

* Microsoft Edge
* Google Chrome
* Mozilla Firefox
* Safari

3. When clicking on the Install CTA, you will be asked to trust the app. Only after granting this access will the installation be complete.

4. The Signeasy for SharePoint app must be installed for each site, subsite or site collection separately. For more information, please refer to: https://learn.miscrosoft.com/en-gb/sharepoint/use-app-catalog

5. Signeasy for SharePoint can also be installed from Appsource by opening: 
https://appsource.microsoft.com/en-us/?exp=ubp8 and searching for "Signeasy"
Also, here is the Appsource link: https://appsource.microsoft.com/en-us/product/office/WA200005286?exp=ubp8&tab=Overview

After the add-in has been installed,  please proceed to connect with Azure and grant permissions in a separate window. 

Please note: Only after authenticating with both Signeasy and Azure will you be able to proceed with Request Signature and Self Sign.

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:

1. 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”.

2. Can I access the SharePoint files on OneDrive? 

          Completed Signeasy Documents can be accessed on OneDrive in two ways: by creating a shortcut in               OneDrive for the Signeasy folder on SharePoint, and by accessing the SharePoint Document Library                 from Quick Access in OneDrive.

3. What are the prerequisites to installing the add-in?

   1. You must be part of a team account and verified by the team admin

   2. Have a Microsoft work account with Full Access Control for the SharePoint Site you are a part of.

4. Is there a provision for the user to select the folder in which they want to save the document?

By default,  the signed and completed documents will be stored inside a Signeasy folder in the Document Library from where the transaction was initiated. You can create multiple folders for their own use; however, it is not possible to create custom folders for documents to be synced to.

5. What is the pricing model/subscription price for the SharePoint integration?

The Signeasy-Sharepoint Integration is part of the Business Plus plan.