DocuSign + SharePoint Integrations
Appy Pie Connect allows you to automate multiple workflows between DocuSign and SharePoint
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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.
About SharePoint
Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.
SharePoint IntegrationsBest ways to Integrate DocuSign + SharePoint
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SharePoint + DocuSign
Send Envelope in DocuSign when New List is created in SharePoint Read More...When this happens...
New List
Then do this...
Send Envelope
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SharePoint + DocuSign
Create Signature Request to DocuSign from New List in SharePoint Read More...When this happens...
New List
Then do this...
Create Signature Request
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SharePoint + DocuSign
Send Envelope in DocuSign when New Item Line is created in SharePoint Read More...When this happens...
New Item Line
Then do this...
Send Envelope
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SharePoint + DocuSign
Create Signature Request to DocuSign from New Item Line in SharePoint Read More...When this happens...
New Item Line
Then do this...
Create Signature Request
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When this happens...
Get Document
Then do this...
Upload File
DocuSign, a popular electronic signature online service, now works with Google Drive. Set up this DocuSign – Google Drive integration and Appy Pie Connect will handle the whole thing for you. Once you’ve set this integration up, whenever you sign a document using DocuSign, the signed document will automatically be sent to Google Drive. This way, you can easily share your signed documents with your colleagues and clients without any hassle. This Connect is highly advantageous to nearly every industry and department, including human resources, sales, real estate, healthcare, education and more. So, enjoy the benefits of workflow automation, set up this integration now!How This Integration Works- A new document is signed in DocuSign
- Appy Pie Connect sends that signed document to Google Drive
What Is Needed For This Integration- A DocuSign account
- A Google Drive Account
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect DocuSign + SharePoint without coding knowledge. Start creating your own business flow.
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New Update Envelope
Trigger when a status of the envelope changed.
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New Item Line
Triggers whenever new item created in the list.
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New List
Triggers whenever new list created.
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Create Signature Request
Create Signature Request
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Send Envelope
Send Envelope
How DocuSign & SharePoint Integrations Work
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Step 1: Choose DocuSign as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick SharePoint as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from DocuSign to SharePoint.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of DocuSign and SharePoint
DocuSign
DocuSign is a digital signature technpogy used by the businesses to easily request, provide and track legally binding electronic signatures. It helps in streamlining business processes and improving decision making.
SharePoint
SharePoint, an enterprise software product, helps business organizations to utilize one single platform to cplaborate on documents, data, and applications. It allows ease of communication between employees and provides business continuity.
Integration of DocuSign and SharePoint
DocuSign leverages Microsoft’s advanced digital identity technpogy, Windows Identity Foundation (WIF), to help businesses cplaborate securely and enable users to sign or approve documents with confidence. This integration also eliminates any need for users to install or manage additional software. With the support for WIF, DocuSign can quickly integrate with other identity platforms, such as Microsoft Active Directory Federation Services (AD FS), which will allow businesses to extend their existing identity infrastructure to cloud-based services.
DocuSign has introduced a new application programming interface (API. that enables businesses to tap into DocuSign’s powerful electronic signature and e-signature services within Microsoft SharePoint. This integration enables SharePoint users to electronically sign documents without leaving the SharePoint environment, without installing any 3rd party plug-in or add-in and without changing the way they work. With this integration, a user can create a new SharePoint document using DocuSign service directly from a SharePoint site or a browser-based interface like Office 365’s SkyDrive Pro client. The user can then send the document to anyone else in the organization via email or even publish it to the intranet. Recipients can then sign or reject the document or send comments back to the original sender. Since no plug-ins are required, IT administrators are not burdened with maintaining multiple versions of popular programs like Adobe Reader or Adobe Acrobat. This integration enables users to enjoy the same experience whether they are signing from a laptop, tablet or smartphone. To learn more about the integration, please visit http://integrate.docusign.net/sharepoint/docs/overview/overview-en.pdf
Benefits of Integration of DocuSign and SharePoint
The process to integrate DocuSign and SharePoint 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.
