SharePoint Signature Solution
The solution enables users to create, send, track, and manage signature requests from SharePoint. It reduces paper usage, saves time, and improves compliance. In general, it automates the workflow saving your users a lot of time.
The Product at a glance
Use Case
- A signature workflow for SharePoint can be used for various scenarios that require digital signatures, such as contracts, agreements, invoices, forms, and reports.
- For example, a sales team can use it to send proposals and contracts to customers and get them signed quickly and securely.
- A human resources team can use it to streamline the onboarding process and collect signatures from new hires and managers.
- A finance team can use it to automate the invoicing and payment process and ensure timely and accurate transactions.
Description
A signature workflow for SharePoint is a solution that consists of two components:
- SharePoint integration
- Adobe Sign or DocuSign account
The SharePoint integration allows users to create and manage signature/document workflows on SharePoint sites.
Users can select documents from SharePoint libraries, configure the signing order and options, and send signature requests to recipients.
Users can open documents from SharePoint, sign them, and save them back to SharePoint.
An overall History page offers clear visibility on each document’s state as well as trackability on who has seen or signed the document.
The Adobe Sign or DocuSign account provides the digital signature service that complies with industry standards and regulations.
Key Features
- Automated document workflows for distribution and approvals via Adobe Sign or DocuSign.
- Real-time tracking of document statuses and a detailed history in an organized view.
- Secure document storage on SharePoint for easy, safe access.
- Customizable contracts tailored to meet all stakeholder needs.
