# Connecting SharePoint and emSigner & Configuring the Workflow

From the app: **Settings → Marketplace → Sharepoints**.

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#### **1.Connect SharePoint**

Click **Connect SharePoint** → enter a connection name (e.g. `Admin – ContosoSite`)->Click on **Connect** to follow Microsoft sign-in and grant Admin consent when prompted. Wait for the status to show **Connected**.

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#### **2.Connect emSigner**

Choose **emSigner**, add appropriate connection name, select instance (demo, qa, production), paste **AppName** and **SecretKey**, then click on **Connect**.<br>

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#### **3.Setup Workflow**

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**3.1 Set Source (Monitor Folder)- New file from Sharepoint -> emSigner**

**Configure New File Created In Specific Location**: Site, Document Library (Documents), and Folder to watch for new files.

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**Configure Get File:** SiteID (the source file location), Document Library ID (Documents), File Item ID (Id), Include File Content (True).

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**Select Template & apply signatory participants:**

Set this section as described below:

1. **Template Id**- available fixed form templates created in emSigner will be available here. user can choose appropriate template to be added in automation workflow.
2. **Initiator email**- email id associate with initiator emSigner.
3. **Request From- p**ass an appropriate value that needs to be added in signed file return folder configuration.
4. **Signature 1 Signatory email-** email id of signatory. in case of multiple signatories, all the details shall be added.
5. **Signature 1 Name-** Name of signatory. in case of multiple signatories, all the details shall be added.

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Users can also configure advanced options such as enabling selfie capture or disabling participant notifications. Once all required parameters are provided, save the source file configuration to complete this step.

**3.2 Configure Destination (Return Signed File)- emSigner to Sharepoint after signed**

**Document Completed** (monitor using the `Request From` value)

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&#x20;**Find Document by Workflow ID**

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**Upload File** to SharePoint (map Base64 signed content → New File Content; choose destination Site/Folder).<br>

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**3.3 Enable Workflow**\
Save and enable the workflow.<br>

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