SharePoint: How to Send a Document for Signing

Step 1: Open with Secured Signing

You can initiate signing from menu, or from context menu:

  1. Select one document, and choose “Secured Signing” from menu, select your action from the dropdown menu items, or
  2. Right click one document, and select your action from the context menu.

Different action will redirect to different pages. In this sample, click “Send for Signature”.

Option 1 from the dropdown menu.

 
Option 2 from the context menu.
 

Step 2: Login with Secured Signing

You need a Secured Signing account to connect with SharePoint Online. Input your credentials to login Secured Signing. If you don’t have a Secured Signing account, click “Register”.

On the next step, click “Authorize” to allow your Secured Signing permissions.

 

Step 3: Start Signing Your Document

On the next page, you should see your account’s info on the top right. Selecting different actions will show different pages. In this sample, you can choose how you would like to sign your document.

sharepoint online with secured signing - start signing your document

SharePoint: Connect the Secured Signing App for Digital Signing

Step 1: Open Settings

Login into your SharePoint Online, go to the Site where you want to connect with Secured Signing. Click the gear icon on the top right and select “Add an app”.

sharepoint online with secured signing step 01 - add an app
 

Step 2: Search for Secured Signing App

On the Site contents page, click “SharePoint Store” from the left, then input “Secured Signing” search.

 

Find the Sharepoint Store.

sharepoint online with secured signing step 02 - sharepoint store
 
Search “Secured Signing”.
sharepoint online with secured signing step 02 - search secured signing
 
 

Step 3: Install Secured Signing App

Click the “Secured Signing” app, click “ADD IT” on the app details page. Then click “Trust It” on the popup window.

 

Add the “Secured Signing for Sharepoint Online” app.

 
Trust the “Secured Signing for Sharepoint Online” app.
sharepoint online with secured signing - trust the app
 

Step 4: Secured Signing App installed

Now SharePoint Online starts to install Secured Signing, the app is gray out and would turns into blue after completing installation. Go to “Documents”, check if “Secured Signing” menu appears.

Next: learn how to use Secured Signing App

sharepoint online with secured signing - install the app
sharepoint online with secured signing - using the app

SharePoint Integration Support Guide

Welcome to Secured Signing and Sharepoint Integration Support Guide.

Integrating Secured Signing with SharePoint can streamline your document signing processes within your SharePoint environment. By following the steps outlined below, you can ensure a smooth and efficient document signing process within the SharePoint platform.

Connect Secured Signing App

Learn how to connect the Secured Signing App with SharePoint Online.

Sharepoint with Secured signingConnect Secured Signing app from SharePoint Online

Use Secured Signing App

Learn how to use Secured Signing App with SharePoint Online.

Sharepoint with Secured signingUse Secured Signing app in SharePoint Online

Webinars

Webinars showcasing the Secured Signing App with SharePoint Online.

Using SharePoint, Automation and Secured Signing to create end-to-end digital contract solutions
Secured Signing for Microsoft Office 365 and SharePoint