How To Add Adobe Sign To Sharepoint?

Are you looking to add Adobe Sign to your Sharepoint platform? Adobe Sign is an electronic signature program that helps streamline document workflows, enabling businesses to quickly and securely sign documents online. In this article, we’ll provide a step-by-step guide on how to add Adobe Sign to Sharepoint so you can start taking advantage of this valuable tool.

How to Add Adobe Sign to Sharepoint?

Adobe Sign is a secure, cloud-based electronic signature solution that can help streamline the digital signing process within SharePoint. This article will provide step-by-step instructions on how to add Adobe Sign to SharePoint.

Step 1: Log into Adobe Sign

The first step to adding Adobe Sign to SharePoint is to log into your Adobe Sign account. You can do this by visiting the Adobe Sign website and entering your username and password. Once you have logged in, you will be able to access your Adobe Sign dashboard.

Step 2: Create a Template

The next step is to create a template that you will use when creating documents in SharePoint. This template can be used to define the layout and content of any documents you create with Adobe Sign. To create a template, click on the ‘Create a Template’ button on the top right corner of the dashboard.

Step 3: Configure Your Template

Once you have created a template, you can configure it to meet your specific needs. This includes adding text fields, signature fields, and other fields as needed. You can also add instructions to remind users of what they need to do when filling out the document.

Step 4: Upload the Template to SharePoint

The next step is to upload the template to SharePoint. To do this, navigate to the ‘Libraries’ tab and click on the ‘Upload’ button on the top right corner. From there, you can select the template you created and upload it to SharePoint.

Step 5: Create a Document

Once you have uploaded the template to SharePoint, you can create a document from it. To do this, navigate to the ‘Documents’ tab and click on the ‘Create’ button on the top right corner. From there, you can select the template you uploaded and create a document from it.

Step 6: Sign the Document

Once you have created the document, you will need to sign it. To do this, click on the ‘Sign’ button on the top right corner of the document. From there, you can enter the necessary information and sign the document.

Step 7: Send the Document

Once you have signed the document, you can send it to the other signers. To do this, click on the ‘Send’ button on the top right corner of the document. From there, you can enter the necessary information and send the document to the other signers.

Step 8: Track the Document

Once you have sent the document, you can track its progress from the ‘Track’ tab. This tab will show you the status of the document, who has signed it, and who has yet to sign it.

Step 9: Download the Document

Once all the signers have signed the document, you can download it from the ‘Download’ tab. This tab will show you the signed document in PDF format.

Step 10: Archive the Document

Finally, you can archive the document in SharePoint by navigating to the ‘Archive’ tab. This tab will show you the archived versions of the document.

Frequently Asked Questions

What is Adobe Sign?

Adobe Sign is the world’s most trusted e-signature solution. It helps companies and individuals securely sign, send, track, and manage agreements from any device. It delivers a fast, secure, and legally binding electronic signature process that complies with the most stringent industry regulations. With Adobe Sign, users can quickly and easily create legally binding agreements in minutes, without ever needing to print or scan documents.

Adobe Sign is integrated with a variety of popular business applications, including Microsoft SharePoint, making it easier than ever to sign and secure documents.

How do I add Adobe Sign to SharePoint?

Adding Adobe Sign to SharePoint is easy and only takes a few steps. First, you must install the Adobe Sign app from the SharePoint store. This will add the Adobe Sign tab to the ribbon in your SharePoint environment. You can then use this tab to add e-signature fields to your documents. Once you’ve added the signature fields, you can save the document and send it for signature, track the signing process, and securely store the signed documents in SharePoint.

To add Adobe Sign to SharePoint, you must first have an Adobe Sign account. You can sign up for an account from the Adobe Sign website or from within the SharePoint app. Once you have an account, you can install the Adobe Sign app from the SharePoint store and configure it to your requirements.

What are the benefits of using Adobe Sign?

Using Adobe Sign to add e-signatures to your documents has many advantages. It makes it easier to sign documents securely and quickly, without ever needing to print or scan them. It also helps to streamline the signing process, making it easier to track the status of documents and ensuring that agreements are legally binding.

Adobe Sign also helps to ensure that documents are secure, with built-in encryption and authentication to ensure that only authorized parties can access the documents. It also helps to ensure compliance with industry regulations and standards, making it easier to ensure that your documents are secure and legally binding.

Do I need an Adobe Sign account to use it in SharePoint?

Yes, you need an Adobe Sign account to use the Adobe Sign app in SharePoint. You can sign up for an account from the Adobe Sign website or from within the SharePoint app. Once you have an account, you can install the Adobe Sign app from the SharePoint store and configure it to your requirements.

Adobe Sign accounts come with a variety of features, including the ability to create reusable templates, bulk send documents, and track the status of documents. You can also set up automated reminders and notifications to ensure that documents are signed and returned on time.

What types of documents can I sign with Adobe Sign?

Adobe Sign supports all types of documents, including PDFs, Microsoft Word, Excel, and PowerPoint documents. You can also sign documents directly from your e-mail account. Once you’ve added the signature fields to your document, you can save it in the file format of your choice and send it for signature.

Adobe Sign also supports signature fields for text, images, and web links. You can also add additional fields, such as initials, date fields, and checkboxes. This makes it easier to create legally binding documents that are tailored to your specific needs.

Can I track the status of documents I’ve sent for signature?

Yes, you can easily track the status of documents you’ve sent for signature with Adobe Sign. Once you’ve sent a document for signature, you can view the status of the document in the Adobe Sign dashboard. This dashboard provides real-time updates on the status of the document, including who has signed it and when.

Adobe Sign also provides notifications and reminders to help you stay on top of the signing process. You can set up automated notifications to ensure that documents are signed and returned on time. You can also customize the notifications to ensure that you receive only the most relevant updates.

Adding Adobe Sign to Sharepoint can be a great way to streamline the document signing process. By taking advantage of Adobe Sign’s integration with Sharepoint, you can easily access documents, send them out for signature, and view the signed documents without ever leaving your Sharepoint environment. With its easy-to-use features and secure document signing platform, Adobe Sign is an ideal solution for any organization that needs to digitally sign documents.