DocuSign for SharePoint Online v2.4

Transcription

1 Quick Start Guide DocuSign for SharePoint Online v2.4 Published October 12, 2015 Overview DocuSign for SharePoint Online allows users to sign or send documents out for signature from a SharePoint Online library. This guide provides information on installing, sending, and signing documents from SharePoint Online. Supported Browsers for DocuSign for SharePoint Online: IE10, 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. Installing DocuSign for SharePoint Online 2 Sending Documents using DocuSign for SharePoint Online 2 Checking the Status of Sent Documents 5 Signing Documents with DocuSign for SharePoint Online 6 FAQ 8 For More Information or Assistance 9 Release Notes 9

2 2 Installing 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 will open up 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 on the application. Click ADD IT. You may be prompted to re-enter your credentials. 5. You will be prompted to trust DocuSign for SharePoint Online. Click Trust It. 6. DocuSign for SharePoint Online has now been installed successfully. You will be able to access the application by going to My Apps under Site Contents. Note: DocuSign for SharePoint Online is installed at the Site Collection level and must be enabled for each Site Collection in SharePoint Online in order for users of that Site Collection to be able to access the functionality. 7. The DocuSign actions will be visible underneath the DocuSign tab for all document libraries in that Site Collection. Sending Documents using DocuSign for SharePoint Online With DocuSign for SharePoint Online, you can send documents out for signature directly from the ribbon bar in a SharePoint Online document library.

3 3 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 on the document menu, click and select Send with DocuSign. 3. The DocuSign sending experience opens in a new browser window. Documents selected 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 create a new DocuSign account using your Office 365 credentials. 4. Enter the name and address of your first recipient. 5. To set the appropriate action for the recipient, choose one of the following from the drop-down list: Needs to Sign. Specifies that recipient must complete the DocuSign fields added to the document (for example, sign, initial, date, and so on) Receives a Copy. Specifies that recipient receives a copy of the document, with no further action required Needs to View. Specifies that recipient must view the document to complete their action. 6. To add another recipient, click ADD SIGNER and add the recipient information.

4 4 7. To add yourself as a recipient, click ADD ME. 8. Click CONTINUE after adding all the recipients. 9. Enter a Subject for the sent to all recipients. The subject is limited to 100 characters. 10. Enter a Message for the body sent to all recipients. The message is limited to 2000 characters. 11. Click GO TO DOCUSIGN to continue. 12. Add fields and send your documents Drag and drop DocuSign fields from the left-hand palette onto your document. You can modify the other information by clicking the following: Recipients Edit - to add, remove or modify recipients Message - to change the subject and message

5 5 Documents Edit - to add or remove the documents Refer to the DocuSign Help for more details about sending your document. Click Send to send the document for signing. Your document is sent and the browser redirects to the document library. 13. Done! You have successfully sent documents out for signature with DocuSign. Checking 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. The possible status values are: Draft, Waiting for Others, Completed, Declined, and Cancelled. 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 the View button to open the PDF file or you can navigate to the DocuSign Documents sub-folder, or the folder or library

6 6 designated by your SharePoint administrator, to access the signed PDF file. Signing 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 on the document menu, click and select Sign with DocuSign. 3. A new page opens and the DocuSign free-form signing page opens in SharePoint. 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 create a new DocuSign account using your Office 365 credentials. 4. Sign the document To add a signature, initial, or other information to the document, first click Continue to review and sign your document. Click on the field you want to place and then drag and drop the field at the appropriate location in the document.

7 7 5. After you have placed all the fields in the document, click 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.

8 8 FAQ What happens when I create a DocuSign account using my Office 365 credentials? A new DocuSign account with 10 free document sends is created. If you run out of sends, please contact your system administrator 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? Contact our sales team at sales@docusign.com or What is the difference between "Send" and "Sign" with DocuSign? 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? No, only the administrator or Site Collection owner can install this application. How do I change the DocuSign environment that my DocuSign for SharePoint Online application is pointing to? Under the "DocuSign for SharePoint Online" application, navigate to the Admin Settings screen. Next to Environment click Edit. This brings up a dialog where you can select the desired API environment. Note that 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? Under the DocuSign for SharePoint Online application, navigate to the Admin Settings 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.

9 9 After selecting your option, click SAVE to save the change. How do I change the naming convention of signed documents? Under the DocuSign for SharePoint Online application, navigate to the Admin Settings screen, then to Signed document naming convention, and click Edit. This opens the dialog 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? Everyone with rights to the SharePoint document library can see the status of documents for that document library regardless of whether the user is the sender or the recipient. How do I uninstall DocuSign for SharePoint Online? Under Site Contents, click the icon next to DocuSign for SharePoint Online. Click the REMOVE link and click Ok when prompted for confirmation. Please note that 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? Go to the SharePoint Store and find the DocuSign for SharePoint Online listing. Next to details, click on Reviews. Click See more and rate and then Write your own review. Thanks for your feedback! For More Information or Assistance For more information or assistance, visit DocuSign Support, the DocuSign Community, docusign.com, or contact DocuSign Support. Release Notes The following features were included as a part of DocuSign for SharePoint Online v2.4:

10 10 Added the ability to add recipients, an subject, and message from SharePoint Online.