All Integrations
M
Microsoft 365
LIVEProductivitySign documents from Outlook, save to OneDrive and SharePoint
Overview
Send documents for signing directly from Outlook. Recipients see the signing request in their inbox and can sign without leaving the Microsoft ecosystem.
Signed documents are automatically saved to OneDrive or SharePoint. Use Word templates to generate documents with merge fields pulled from your data sources.
Features
- Send signing requests from Outlook
- Save signed PDFs to OneDrive/SharePoint
- Word template support with merge fields
- Microsoft SSO for seamless authentication
- Works with Microsoft 365 Business and Enterprise
- SharePoint document library integration
How to Set Up
- 1
Go to Settings > Integrations
- 2
Click 'Connect Microsoft 365'
- 3
Sign in with your Microsoft work account
- 4
Grant permissions for Mail, Files, and Sites
- 5
Choose a OneDrive folder for signed documents
- 6
Start sending from Outlook or uploading from OneDrive