Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.
Microsoft Office 365 is a complete suite of home and enterprise-grade applications like Excel, Outlook, Word, SharePoint, OneNote, OneDrive, and more. Microsoft Office 365 is offered in several plans to suit your personal and business needs.Office 365 Integrations
Office 365 + DocuSignSend Envelope in DocuSign when New Calendar is created in Office 365 Read More...
Office 365 + DocuSignCreate Signature Request to DocuSign from New Calendar in Office 365 Read More...
Office 365 + DocuSignSend Envelope in DocuSign when New Contact is created in Office 365 Read More...
Office 365 + DocuSignCreate Signature Request to DocuSign from New Contact in Office 365 Read More...
Office 365 + DocuSignSend Envelope in DocuSign when New Email is created in Office 365 Read More...
It's easy to connect DocuSign + Office 365 without coding knowledge. Start creating your own business flow.
Trigger when a status of the envelope changed.
Triggers once you add a new calendar.
Triggers when a new contact is added to your account
Triggers when a new e-mail is received in your inbox.
Triggers when a new event is created in your calendar.
Create Signature Request
Creates a new contact.
Create an event in the calendar of your choice.
Send an email from your Outlook account.
In today’s business environment, it’s easy to see why companies are struggling to keep up. There is a constant pressure on them to innovate and deliver a superior experience to their customers, while managing costs and protecting brand equity. In this environment, a company’s ability to deliver an exceptional customer experience — and to support that reputation with reliable, timely information — can be the deciding factor between success and failure.
DocuSign is a digital transaction management platform that makes it easy for organizations to manage and scale their business processes, including electronic signature capture, secure sharing of documents and records, and workflow automation. Office 365 provides businesses with the cloud-based tops they need to be productive anywhere, anytime. With these tops, teams can work together regardless of where they are or what devices they use. DocuSign for Office 365 is a powerful new cplaboration spution that allows everyone in your organization — from sales, marketing and human resources to customer service — to work smarter by accelerating the way you do business.
First off we will discuss the integration of DocuSign into Office 365. To start, users must first go to the Office 365 admin center then select “Settings” drop down menu fplowed by “Add an app” button. It will then bring you to a list of all available apps you can add into Office 365. After selecting DocuSign it will ask you some questions about your desired setup (e.g. location of signing, doc storage location. It will also ask you if you want to install the Outlook Plugin or not, if you select yes it will automatically install the plugin for you. Once you click finish it will open a new window which will allow you to change any settings for the DocuSign account type then click next. It will then take you to a page with instructions on how to get started with signing documents in DocuSign and also provides you with an access code which you can send out to other users.
After that it takes you to a new screen which will give you 3 options; New DocuSign email signer, Existing DocuSign email signer, and Add existing user to DocuSign account type. If you choose “New DocuSign email signer” it will create a new user in DocuSign which will allow users to sign documents directly from their email. If you choose “Existing DocuSign user” it will let you choose which document library you want the users added to as well as changing any previously selected options such as adding users to the email signers list. The third option “Add existing user to DocuSign account type” is only available if you have already created a user in the previous step but allows you to add another user without having to go through all of the steps again. Once you are happy with your selections click “Next” and wait for it to configure the user. Once completed click “finish” and wait for it to open up the DocuSign application in your Office 365 app launcher. This will allow users to sign documents directly from their Outlook inbox.
The main benefits of integrating DocuSign into Office 365 include:
The process to integrate DocuSign and Office 365 may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.