Documents are only accessible to those who the sender grants certain permissions such as sign and view-only. Office 365 Document Securityīecause your documents live inside Office 365 and DocuSign, they are always in a secure, centralized location. Plus, senders can require a specific pin to get singing access, which helps ensure that access is limited to only the legitimate signatory. In the case a document needs to be changed or sent to a different individual within the recipient’s organization, advanced controls give senders the ability to quickly take corrective action without disrupting the document signature process. Senders can grant or deny access to documents and extend editing privileges to document recipients. You can see who still needs to sign the documents, send reminders, and deliver related messages to multiple parties.ĭocuSign also gives senders advanced administrative controls.
Manage the Signature Process Inside of SharePointĭocuSign gives you real-time feedback on the status of your documents. In the past this could have required multiple emails and phone calls to accomplish. Each of these options comes with specified value options, giving you even more control over the precision of the document signing process.
DocuSign’s single integrated workflow lets you accomplish multiple tasks in a short amount of time.Ĭontent options like signature, name, and title blocks eliminate the confusion of who should sign what. Now, you can create and edit documents inside of SharePoint Online (and other Office 365 apps) and then send them to the appropriate parties. Prior to DocuSign’s integration with Office 365, creating and editing documents was a separate process from sending and requesting signatures. Create and Edit Documents Inside of DocuSign There’s no additional passwords or sign-on procedures to go through when you need to sign, deliver, or request documents. Your Office 365 sign-on credentials are used for DocuSign too. When you need to sign a document, or get signatures, just click the DocuSign tab and you’ll be on your way to doing in minutes what used to take days (or even weeks). You’ll Never Leave SharePoint for Signatures AgainĭocuSign appears as a tab (plugin) in the SharePoint Online interface. Let’s look at few ways DocuSign integration completely transforms document signature processes. DocuSign seamlessly integrates into Office 365 and its applications like SharePoint Online, Outlook and Word, to create a completely digital and scalable document signature solution for your organization. For Office 365 users, the administrative burden of the paper signature process is lifted with DocuSign. Traditional document signature methods, where documents need to be created, signed, sent, delivered, and returned to multiple parties, wastes a considerable amount of time and money.
The ability to sign documents securely and quickly is a crucial component of any business process. Cybersecurity Maturity Model Certification.Cloud Solution Provider (CSP) Licensing Program.
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