DocuSign + Office 365 Integrations

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.

Integration of DocuSign and Office 365

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.

Benefits of Integration of DocuSign and Office 365

The main benefits of integrating DocuSign into Office 365 include:

• Reduce paper usage – By using DocuSign users can avoid printing out documents that need signatures and instead sign documents electronically directly from their inboxes. This eliminates paper waste as well as time spent in transit going back and forth between offices just so people can sign their names on paper documents.
• Increased security – With electronic signatures there is no risk of having someone forge your signature, this keeps employees from having to worry about losing their job just because someone else forged your signature on a document or contract that they were not aware was being signed.
• Reduced cost – Since electronic signatures are much cheaper than physical signatures due to no ink or paper used it saves organizations money in the long run while still providing the same level of security as signing a document on paper.

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.