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  • Setup, Configure, Initiate, Sign and Send from SharePoint
  • Initiate, Sign and Send
  1. Apps and Integrations

emSigner Integration with Microsoft SharePoint

PreviousInitiate, Sign & Send (Desktop)NextDemo Video - Microsoft SharePoint

Last updated 1 year ago

The emSigner for SharePoint app facilitates document signing functionality and allows the user to directly sign the document from SharePoint.

Setup, Configure, Initiate, Sign and Send from SharePoint

Initiate, Sign and Send

Step 1: Select the document to sign from SharePoint site.

Step 2: Click on More actions option and choose “Sign with emSigner”.

Step 3: The document will open in a new tab of the browser.

Step 4: Click on the Add Signatory button and add Signatories to the Workflow.

Step 5: Add the relevant signatories, drag, and drop the signature place holder to the required location in the document.

Step 6: Click on the Signature place holder to sign the document. Once the signature is selected, click on “Apply and Preview”.

Step 7: Complete signing and click on “Sign and Send”.

Step 8: On successfully signing the document, it can be accessed through the Completed Tab in the User Account Dashboard.

If there are more than one signatory, then an email will be sent to the second signatory with the link to preview the document and sign.