sharepoint-esignature

SharePoint eSignature: The Signature of the Future

Businesses today manage their operations digitally, from the creation and review of documents to their approval and re-use. One of the document processes that is experiencing rapid growth is the use of electronic signatures. Implementing an efficient electronic signature system not only simplifies business operations, but also ensures document security and compliance. Using tools such as SharePoint eSignature, organisations can request signatures, complete transactions and store documents securely and in compliance with current regulations – read on to find out more!

What is SharePoint eSignature and what is it for?

SharePoint eSignature is a comprehensive Microsoft solution for managing electronic signatures within business processes. It allows signatures to be requested and collected efficiently. In addition, it keeps an orderly and secure record of all signed documents.

The mess that could be caused by physical signatures is over thanks to SharePoint eSignature. Documents will always be protected and comply with legal data protection regulations, among other advantages, let’s take a look at them below.

SharePoint eSignature

5 benefits of SharePoint eSignature

  • Efficiency and speed: in just a few minutes, documents are perfectly signed. This eliminates the printing, scanning and physical mailing involved in traditional signatures.
  • Sustainability: considering that printouts are discarded, electronic signatures with SharePoint eSignature ensure a sustainable, efficient and environmentally friendly way of signing documents.
  • Security: electronically signed documents are 100% tamper-proof and guarantee the integrity of the data. They also comply with the privacy and security laws of the Electronic Signatures Act and the General Data Protection Regulation (GDPR).
  • Access from anywhere in the world: SharePoint eSignature allows documents to be signed remotely, from anywhere, at any time. This is perfect for companies that are committed to teleworking or have their team distributed across different countries or territories.
  • Integration with existing workflows: this tool can be integrated with SharePoint workflows. In addition, it can be incorporated with other services such as Adobe or DocuSign.

Master SharePoint eSignature configuration with these simple steps

This solution is configured in the Microsoft 365 Admin Center. It should be noted that you must have global administrator or SharePoint administrator permissions to be able to log in and configure SharePoint eSignature. Once you have validated all permissions, you can get started with it. Let’s get started!

  • Go to the Microsoft 365 Admin Centre and click Configure.
  • Then select Use Content AI with Microsoft Syntex and choose eSignature.
  • If you are a customer, click Activate to enable eSignature. However, if you are new to Syntex, you will need to accept the terms of service, only then will eSignature be activated.
SharePoint eSignature

How to create a signature request in SharePoint eSignature?

Now that you know what SharePoint eSignature is and have it set up, we will show you how to make an eSignature request. Read on!

  1. First, you need to go to a SharePoint document library. Open the document on which you want to start the eSignature process.
  2. Secondly, go to the document viewer, select More Options and click on Get Signatures.
  3. Once you are in the eSignature panel, you can add up to 10 recipients to sign the document.
  4. Select Next and in the Specify where to sign pane, drag and drop the Signature, Initials and Date fields to the appropriate locations on the document for each recipient.
  5. Finally, after selecting Next, you should go to the Review Request panel. Review all the details to determine that everything is correct and hit Submit. It’s that simple! After submission, the request is marked as ‘In Progress’ and recipients can add their signatures. In addition, an email notification is sent to both the creator and the recipients.
Sintaxis eSignature

CONCLUSIONS

In short, SharePoint eSignature is the perfect tool for all companies that want to streamline their document processes. This is the only way to ensure order, security and compliance with regulations. Don’t think twice about SharePoint eSignature and take your organisation to the next level in the digital age.