SharePoint Server for DocuSign Signature Appliance
DocuSign Signature Appliance (formally known as CoSign) seamlessly integrates the number 1 digital signature solution with SharePoint on-premises.
Adding digital signatures to SharePoint keeps approval-based workflows electronic from start to finish, streamlining processes while saving time and money. The connector can be integrated with K2, Nintex, and SharePoint Designer workflows.
Key Features
- Easily sign, verify, approve, accept and audit documents, list items and records that are centrally located on the SharePoint server via a web browser, without installing any software on the client machine.
- Digitally sign all major document types including Word, PDF, Excel, and InfoPath.
- Digitally sign SharePoint documents via desktop, laptop, web browser and mobile devices.
- Comply with regulations worldwide, meeting the needs of organizations in even the most tightly-regulated industries.
- Tightly integrated with K2, Nintex, and SharePoint Designer workflow solutions.
Screenshots
Document Preview
The Document Preview dialog enables the signer to preview the PDF, Word, or Excel document before signing. If authorized, the dialog is also used choose from existing pre-defined signature locations or to dynamically move and resize the location of the graphical signature.
Signing Ceremony
The Signing Ceremony enables the signer to choose signature options, authenticate himself, and sign the document. Signing options can also be managed by using signature profiles.
Signature Review
From within the SharePoint user interface, documents' digital eSignatures can be verified and reviewed. Documents' signatures can also be verified and reviewed by using the appropriate native application: Word, Excel, and free PDF viewers.
Automatic eSignature Metadata
SharePoint Server for DocuSign Signature Appliance automatically manages and updates signature-related metadata fields for documents and data. The metadata tracks the overall signing status of the document, the last signer, the timestamp of the last signature, the number of signers, and more.
Workflow Integration: SharePoint Designer, K2, and Nintex
DocuSign Signature Appliance is seamlessly integrated with the most popular tools for SharePoint workflows: SharePoint Designer, K2, Nintex, and Visual Studio. You can easily add signing tasks to workflows using the tools' drag and drop user interfaces.
Videos
Resources
- Sign up for a free trial of the connector.
- Installation and User documentation for the connector.
Got Questions?
SharePoint Server for DocuSign Signature Appliance is built and supported by DocuSign, Inc. Contact DocuSign today at [email protected] or 1.877.720.2040.
Compatibility Information
- The connector is available for SharePoint Server 2013, 2010, and 2007. Additional software is required to integrate with Nintex or K2.
- DocuSign Platform: DocuSign Signature Appliance.
- Related DocuSign DTM products: DocuSign DTM for SharePoint Online, DocuSign DTM for SharePoint Server 2013 and 2010, Nintex Workflow
- Related DocuSign Signature Appliance products: SharePoint Online for DocuSign Signature Appliance, Nintex Workflow for DocuSign Signature Appliance.
About the Partner
At Microsoft we help people and businesses throughout the world realize their full potential. We make this simple mission come to life every day through our passion to create technologies and develop products that touch just about every kind of customer.
Automatic eSignature Metadata
SharePoint Server for CoSign Central automatically manages and updates signature-related metadata fields for documents and data. The metadata tracks the overall signing status of the document, the last signer, the timestamp of the last signature, the number of signers, and more.
Document Preview
The Document Preview dialog enables the signer to review the PDF, Word, or Excel document before signing. If authorized, the dialog is also used choose from existing pre-defined signature locations or to dynamically move and resize the location of the graphical signature.
Signing Ceremony
The Signing Ceremony enables the signer to choose signature options, authenticate himself, and sign the document. Signing options can also be managed by using signature profiles.
Signature Review
From within the SharePoint user interface, documents' digital eSignatures can be verified and reviewed. Documents' signatures can also be verified and reviewed by using the appropriate native application: Word, Excel, and free PDF viewers.
Workflow Integration: SharePoint Designer, K2, and Nintex
CoSign Central is seamlessly integrated with the most popular tools for SharePoint workflows: SharePoint Designer, K2, Nintex, and Visual Studio. You can easily add signing tasks to workflows using the tools' drag and drop user interfaces. This screenshot shows the available workflow tasks from the SharePoint Designer action palette. Please note that additional connection software is needed to enable K2 and Nintex integration.
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