DocuSign + SharePoint Online

Document signing + SharePoint Online with non-licensed users flew across my desk at WTFHQ today. Here’s the basic requirement:

Licensed users need to store PDFs in SharePoint while getting them digitally signed by non-licensed SharePoint users. Preferably without requiring creating External Users in SharePoint.

I’m happy to report this works quite easily with DocuSign + SharePoint Online. You’ll get SharePoint doc lib integration e.g., the context menu will offer you options on documents like ‘Sign with DocuSign’ and ‘Get Signatures with DocuSign.’

We’ll start with the main case — a licensed SharePoint user needs to get a document signed by a non-SharePoint user. It’s really easy.

It’s really pretty easy.

When you use the ‘Get Signatures with DocuSign’ option, you’re sent over to DocuSign, where you login (either with your Office 365 account or your DocuSign account), and it’s all vanilla from there — mark the required fields to collection from the target and drop their email addresses into the invitation field.

1-get

Document library integration

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Invite non-licensed users to sign

Invite non-licensed users to sign[/caption]

The target gets an email, inviting them to sign the document. When they click the link, they’ll go directly to DocuSign to sign the document, no SharePoint account required. They get an option to download the document, and the signed copy goes back into your document library. For our scenario, we’re finished.

Mail received by the target signer

Mail received by the target signer

Signed document automatically back in SharePoint library

Signed document automatically back in SharePoint library