Integrate DocuSign with SharePoint

Appy Pie Connect allows you to automate multiple workflows between DocuSign and SharePoint

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About DocuSign

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.

Want to explore DocuSign + SharePoint quick connects for faster integration? Here’s our list of the best DocuSign + SharePoint quick connects.

Explore quick connects

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Connect DocuSign + SharePoint in easier way

It's easy to connect DocuSign + SharePoint without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Update Envelope

    Trigger when a status of the envelope changed.

  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

  • Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

How DocuSign & SharePoint Integrations Work

  1. Step 1: Choose DocuSign as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick SharePoint as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from DocuSign to SharePoint.

    (2 minutes)

  6. 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm