Microsoft SharePoint User Guide

Add automation into your document management processes, reducing the manual steps needed to create, share, and send out your documents with eSign for SharePoint.

eSign and Sharepoint integration

A Guide to Installing eSign for SharePoint

Prior to logging in, ensure you have the role of a SharePoint administrator or site collection owner. E-Sign for SharePoint can be obtained through Microsoft AppSource. This guide outlines the steps to install the add-in for a specific SharePoint site, subsite, or site collection. E-Sign for SharePoint is compatible with the latest versions of Edge, Chrome, Firefox, and Safari on MacOS.

Step 1

  1. From inside a specific site, or site collection, select +New > App.
  2. In Microsoft AppSource, search for E-Sign.
  3. In the search results, select Add on the E-Sign for SharePoint Online title.
Get Started
How to install eSign for SharePoint - Step 1

Step 2

You will be asked to confirm your trust in E-Sign for SharePoint Online. Click on Deploy to proceed.

How to Install eSign for SharePoint - Step 2

Step 3

E-Sign for SharePoint Online will be installed on the selected site, site collection, or subsite. Once installed, the E-Sign actions can be accessed via the E-Sign option in the drop-down menu. If the add-in is installed at the site collection level, these actions will be available across all document libraries within that site collection.

How to Install Sharepoint - Step 3

Navigating E-Sign Features in SharePoint

E-Sign's integration with SharePoint streamlines document management by enabling you to effortlessly sign and send documents while automating existing workflows, enhancing efficiency for both you and your clients.

Watch the video tutorial.

Sending a Document for Digital Signature

Watch the video tutorial to discover how to request an eSignature for a document straight from your SharePoint document library.

watch esign video tutorial

Watch the video tutorial.

How to Review Pending Envelope Status

After sending documents for signature, you can effortlessly track their status and send reminders to recipients directly from your SharePoint library.

watch esign video tutorial

Contact eSign

For any support or further help please contact us and one of our expert team will be happy to help.
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