DocuSign for SharePoint Online · PDF file221MainStreet,Suite1000,SanFrancisco,CA94105Ι...

221Main Street, Suite 1000, San Francisco, CA 94105 Ι www.docusign.com Ι ©DocuSign, Inc.

DocuSign for SharePoint Online — v3.4

Published: October 13, 2017

Overview

DocuSign for SharePoint Online allows users to sign or send documents for signature from a

SharePoint Online library. This guide provides information about installing, sending, and signing

documents from SharePoint Online.

Supported Browsers for DocuSign for SharePoint Online:

l IE11, Edge (current version), Chrome (current version), Firefox (current version)

DocuSign for SharePoint Online supports the following languages for sending and signing:

Chinese (Simplified), Chinese (Traditional), Dutch, English, French, German, Italian, Japanese,

Korean, Portuguese (Brazil), Portuguese (Portugal), Russian, and Spanish

Important: DocuSign for SharePoint Online can only be installed and configured by a SharePoint

Online administrator or Site Collection owner.

Early Access Notifications

For major releases, customers can opt into our Early Access list to receive notifications and pre-

release versions before they are publicly available. To receive early access notifications, send an

email request to [email protected].

Install DocuSign for SharePoint Online 3

Send Documents using DocuSign for SharePoint Online 5

Quick Start Guide

mailto:[email protected]?subject=Early Access Notifications

Send with a Template from DocuSign for SharePoint Online 11

Check the Status of Sent Documents 15

Sign Documents with DocuSign for SharePoint Online 16

DocuSign for SharePoint Account Settings 19

FAQ 24

For More Information or Assistance 28

Release Notes 29

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DocuSign for SharePoint Online

Install DocuSign for SharePoint Online

DocuSign for SharePoint Online is available from the SharePoint Store. As an

administrator or site collection owner, follow these steps to install DocuSign for

SharePoint Online:

1. Click + add an app from the Site Content page in SharePoint Online.

2. Click SharePoint Store in the left column. This opens the SharePoint store.

3. Search for DocuSign in the "Find an app" search bar.

4. Click the DocuSign for SharePoint Online listing. Here, you will find more information

about the application. Click ADD IT. You may be prompted to reenter your credentials.

5. You are prompted to trust DocuSign for SharePoint Online. Click Trust It.

6. DocuSign for SharePoint Online has now been installed successfully. Access the

application by going to My Apps under Site Contents.

SharePoint administrators can change the account settings for DocuSign for

SharePoint online. Refer to DocuSign for SharePoint Account Settings for more

information.

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Note:DocuSign for SharePoint Online must be installed separately for each site.

7. The DocuSign actions are visible under the DocuSign tab for all document libraries in

that Site Collection.


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Send Documents using DocuSign for SharePoint Online

With DocuSign for SharePoint Online, you can send documents for signature directly from

the ribbon bar in a SharePoint Online document library.

1. Go to a SharePoint Online document library and select one or more documents.

2. On the ribbon, in the DocuSign tab, click Get Signatures. Alternatively, you can click

the document menu, click …, and then select Send with DocuSign.

3. The DocuSign sending experience opens in a new browser window. The selected

documents are automatically included in the documents being sent.

Note: If this is the first time you are using DocuSign to send or sign from SharePoint

Online, you are asked to log in with an existing account or to create a new DocuSign

account.

If you choose log in with your DocuSign account and your account has Single Sign On

(SSO) enabled, you can use your company credentials to access DocuSign. Click

Company Login, enter your email address, and then click Continue.


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When you clickMore login options, if your administrator has enabled it, you can log in

with your Office 365 account.

The DocuSign prepare page opens where you can add documents, recipients, and an

email message seen by all recipients of the envelope.

4. Under Add Recipients, type the name and email address of your first recipient.


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5. To set the appropriate action for the recipient, click one of the following options from

the list:

l Needs to Sign. Specifies that the recipient must complete the DocuSign fields added

to the document (for example, sign, initial, date, and so on)

l Receives a Copy. Specifies that the recipient receives a copy of the document, with

no further action required


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l Needs to View. Specifies that recipient must view the document to complete their

action.

6. To add another recipient, click ADD RECIPIENT, and then add the recipient

information.

7. If you have multiple recipients, you can change the routing order by selecting the Set

signing order check box, and then dragging and dropping the recipient or by typing

the routing order.

8. Click CONTINUE after adding all the recipients.

9. Under Message to All Recipients, type a subject for the email sent to all recipients. The

default subject is "Please DocuSign This Document". The subject is limited to 100 char-

acters.

10. Type a message for the email body sent to all recipients. The message is limited to

2000 characters.

11. Click NEXT.

The DocuSign Add Fields page opens.


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12. For each recipient, drag and drop fields from the left palette on to the document.

You can modify other information by clicking OTHER ACTIONS, and then clicking one

of the following:

l Edit Message - to modify the subject and message to all recipients

l Edit Recipients - to add, remove or modify recipients

l Edit Documents - to add or remove the documents

l Advanced Options - to set recipient privileges, reminders, and when the request

expires

Refer to DocuSign Help for more details about sending your document.


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https://support.docusign.com/en/guides/ndse-user-guide-add-fields


13. Click SEND to send the document for signing.

Your document is sent and the browser redirects to the document library.

14. Done!

You have successfully sent documents for signature with DocuSign.


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Send with a Template from DocuSign for SharePoint Online

Templates help streamline the sending process when you frequently send the same or

similar documents, or send documents to the same group of people. Templates have

standard documents, with set recipients and recipient roles, and signing fields. A template

can include multiple files and can be sent to one or more recipients. Templates can also

contain the signing instructions for the document.

If templates are enabled for your account, you can send documents using a template from

DocuSign for SharePoint Online.

1. Go to a SharePoint Online document library, and on the ribbon in the DocuSign tab,

click Use a Template.

2. The template selection screen appears with a list of recently used templates.

From the list, select the template you want to send, or use the search field to find and

select a template.

Click Continue.


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3. The DocuSign sending experience opens in a new browser window.

Important: If you selected documents in the Document Library before clickingUse a

Template those documents are not included.


Online, you are asked to log in with an existing account or create a new DocuSign

account using your Office 365 credentials.

If you choose to log in with your DocuSign account and your account has Single Sign

On (SSO) enabled, you can use your company credentials to access DocuSign. Click

Company Login, enter your email address, and then click Continue.


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4. Enter recipient information for any role recipients. Named recipients, such as if you are

listed as a signer on the template, are not shown; you see only the role recipients that

need to be completed.

5. Click CONTINUE after adding all the recipient information.

6. Review the Message Subject and text and adjust as needed.

7. Do one of the following:

l Click PREVIEW DOCUMENT to review field placement in the documents. After

reviewing the information, you can send the documents.


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l Click SEND DOCUMENT to send the document immediately. If you send the doc-

ument, you are done.

8. Done! You have successfully sent documents for signature with DocuSign.


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Check the Status of Sent Documents

Follow these steps to check the status of sent documents:

1. Go to the SharePoint Online document library and select one or more documents. On

the document ribbon, in the DocuSign tab, click Check Status. This displays a list that

shows the statuses for the documents you have sent filtered by the document library.

l The possible status values are: Draft, Waiting for Others, Completed, Declined, and

Canceled

l These statuses are automatically updated

2. For documents with a status of Completed, a PDF file with the signed document is

stored in a DocuSign folder within the originating document library. You can click View

to open the PDF file, or you can navigate to the DocuSign Documents sub-folder, or the

folder or library designated by your SharePoint administrator, to access the signed

PDF file.


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Sign Documents with DocuSign for SharePoint Online

With DocuSign for SharePoint Online, you can sign documents directly from the ribbon

bar in a SharePoint Online document library.

1. Go to a SharePoint Online document library and select one or more documents.

2. On the document ribbon, in the DocuSign tab, click Sign.

Alternatively, you can click the document menu, click …, and then click Sign with

DocuSign.

3. A new page opens and the DocuSign free-form signing page opens in SharePoint.


Online, you are asked to log in with an existing account or create a new DocuSign

account using your Office 365 credentials.

4. Sign the document

l To add a signature, initial, or other information to the document, first click

CONTINUE to review and sign your document.

l Click the field you want to place and then drag and drop the field at the appropriate


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location in the document.

5. After you have placed all the fields in the document, click FINISH to complete your

document signing.

6. Done!

You have successfully signed the document with DocuSign. The signed document is

saved as a PDF file in the DocuSign Documents sub-folder in the originating document

library, or in the library or folder designated by your SharePoint administrator. Open

the folder to access the signed PDF.


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DocuSign for SharePoint Account Settings

This section provides information about the account settings for DocuSign for SharePoint

online. Only SharePoint administrators can view or change these settings.

To access the account settings, under the DocuSign for SharePoint Online application,

navigate to the Admin Settings screen.


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The account setting options are:

l Environment: This sets which DocuSign environment your DocuSign for SharePoint

Online installation is using. This can allow testing or demonstrations of the installation

before going live on the DocuSign production environment.


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To change the setting, click EDIT, and then select the desired DocuSign environment.

Changing the environment removes the system-wide login. Click SAVE to save the

change.

l Certificate of Completion settings: This sets whether a Certificate of Completion is

attached to signed documents. A Certificate of Completion is a document associated

with every DocuSign envelope that provides proof of the signing process to all parties in

the transaction. The certificate establishes who, what, when, and how documents were

signed.

To change the setting, click EDIT, and then select whether the Certificate of Completion

should be attached. Click SAVE to save the change.

l Completed DocuSign documents: This sets where completed documents are stored.

To change the setting click EDIT. This opens the Completed DocuSign Document

storage options dialog box with three options:

o The first, and default, option is for the documents to be stored in a dedicated

DocuSign documents folder in the document library from which the DocuSign action

was initiated.

o The second option is for the signed document to be stored as a new document in the

same document library from which the DocuSign action was initiated.

o The third option is to store the signed document as a document in a site or folder.

You can choose the site or folder from the list in the dialog. This action is only avail-

able for SharePoint administrators.

After selecting your option, click SAVE to save the change.

l Signed PDF settings: This sets how signed documents are saved.

To change the setting click EDIT. This opens the Signed PDF Settings dialog box with

two options:

o Download as combined PDF - All the sent and signed documents are saved as a

single combined PDF file. This is the default setting.


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o Download as separate PDFs - Each sent and signed document file is saved as a sep-

arate PDF file. The settings for the signed document naming convention and com-

pleted DocuSign documents storage location are applied to each file.


l Signed document naming convention: This sets the naming convention used for

completed documents.

o The first option is to append the time the document was signed to the document

name. This is the default.

o The second option is to append recipient names and the time the document was

signed to the document name.

o The third option is to append the sender's name and the time the document was

signed to the document name.

To change the setting click EDIT, and then select the signed document naming

convention. Click SAVE to save the change.

l Signed Document version settings: This sets whether a signed document is saved as a

new file or as a new version of the original document.

To change the setting click EDIT, and then select the signed documents version setting.

Click SAVE to save the change.

l Guided Sending Settings: This sets what page users see when sending a document:

o The first option is Prepare, where senders see the DocuSign prepare page where

they can add documents and recipients to the envelope being sent (step 12 of the

Sending Documents procedure). This is the default.

o The second option is Preview, where senders see the Add Fields page where they

drag and drop DocuSign fields for each recipient.

o The third option is Enable recipient and message entry, where senders are asked to

enter recipients, an email subject, and email message (steps 4 - 10 of the Sending


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Documents procedure) before the sender is taken to the DocuSign web application

prepare page (step 12 of the Sending Documents procedure).

To change these settings, click EDIT, and then select the option to use. Click SAVE to

save the changes.

l Login with Office 365: This sets whether users can log in with their Office 365

credentials. The default is enabled. When this option is disabled, users can only log in

with their DocuSign account. If they don't have a DocuSign account, they can create a

free account.

To change these settings, click EDIT, and then select the option to use. Click SAVE to

save the changes.


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FAQ

What happens when I create a DocuSign account?

l A free DocuSign account is created. If you run out of sends, contact your system admin-

istrator to upgrade your account to a paid DocuSign account.

If I am an admin of Office 365 and would like to upgrade to a paid DocuSign account,

what do I do?

l Contact our sales team at [email protected] or 1.877.720.2040.

What is the difference between "Send" and "Sign" with DocuSign?

l Send with DocuSign is used when you want to send a document, or documents, to one

or more people to gather signatures or information from those people. You, as the

sender, can also be a signer on documents, but you do not have to be. Sign with

DocuSign is used when you just want to sign something yourself that can be delivered

to someone else.

Using the Sign with DocuSign option only takes you to the signing page in DocuSign,

while the Send with DocuSign lets you address and tag the document for sending.

I’m not the administrator or Site Collection owner for my SharePoint Online account,

can I still install DocuSign for SharePoint?

l No, only the administrator or Site Collection owner can install this application.

What permissions must I have to be able to use DocuSign for SharePoint Online?

l You must have Contribute permission for the Site where DocuSign is installed.


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mailto:[email protected]?subject=Office 365 Upgrade


How do I change the DocuSign environment to which my DocuSign for SharePoint

Online application is pointing?

l Under the DocuSign for SharePoint Online application, navigate to the Admin Settings

screen. Next to Environment, click Edit. This brings up a dialog box where you can

select the desired API environment. This action also removes the system-wide login.

Click Save to save the changes.

How do I change the location in which signed documents are stored?


screen, then to Completed DocuSign Documents, and click Edit. This opens the

Completed DocuSign Document storage options dialog with three options:

The first, and default, option is for the documents to be stored in a dedicated DocuSign

documents folder in the document library from which the DocuSign action was initiated.

The second option is for the signed document to be stored as a document in the same

document library from which the DocuSign action was initiated.

The third option is to store the signed document as a document in a site or folder. You

can choose the site or folder from the list in the dialog. This action is only available for

SharePoint administrators.


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How do I change the naming convention for signed documents?


screen, then to Signed document naming convention, and click Edit. This opens the dia-

log box where you can select how signed documents are named. This action is only

available for SharePoint administrators.

Who can see the status of documents sent from a document library?

l Everyone with rights to the SharePoint document library can see the status of doc-

uments for that document library – regardless of whether the user is the sender or the

recipient.


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How do I uninstall DocuSign for SharePoint Online?

l Under Site Contents, click the… icon next to DocuSign for SharePoint Online. Click the

REMOVE link, and then click OK when prompted for confirmation. All DocuSign

statuses will be deleted from DocuSign for SharePoint Online.

I love this! How do I write a review for DocuSign for SharePoint Online?

l Go to the SharePoint Store and find the DocuSign for SharePoint Online listing. Next to

details, click Reviews. Click See more and rate, and then Write your own review.

Thanks for your feedback!


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For More Information or Assistance

For more information or assistance, visit DocuSign Support, the DocuSign Community,

docusign.com, or contact DocuSign Support.


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http://www.docusign.com/support

http://community.docusign.com/

http://www.docusign.com/


Release Notes

The following features and updates were included as part of DocuSign for SharePoint

Online v3.3:

l Updated the options in the Guided Sending Settings. Added a third option and renamed

another:

o Prepare document (default)

o Preview document (in previous version this was Disable recipient and message entry)

o Guided recipient and message entry

l Added the ability to disable Office 365 login.


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DocuSign for SharePoint Online · PDF file221MainStreet,Suite1000,SanFrancisco,CA94105Ι...

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