Available in all data centers

Zoho Sign now lets you integrate your account with Microsoft SharePoint, so you can import documents from SharePoint, send them for signature, and export or back up the signed copies — all without leaving your signing workflow.

SharePoint is Microsoft's platform for document management and collaboration; if your team already stores its files there, this integration keeps the whole signing process connected to where your documents live, so signed files and their data stay in one place instead of scattered across tools.

With this integration you can:

• Import documents to Zoho Sign from SharePoint

• Export signed documents back to SharePoint

• Automatically back up completed documents to SharePoint
  

The result is quicker document turnaround, centralised storage, and enhanced security.

Prerequisites

• An active Zoho Sign account

• An active Microsoft SharePoint account
  

  
  

  

  With a free Zoho Sign account, you can import documents from SharePoint and manually back them up to SharePoint. An enterprise subscription is required to use the automatic backup feature.

When you use Zoho Sign's integration with Microsoft SharePoint for the first time, you'll need to authenticate the integration before you can begin. For example, when importing documents from SharePoint to Zoho Sign to send them out for signature:

1. From your Zoho Sign dashboard, click Send for signatures.

2. Click the Add document dropdown and select Cloud.

3. In the Cloud-picker pop-up, go to the SharePoint tab and click Authenticate SharePoint.

4. You will be redirected to a page where you can log in to your Microsoft account. Once you sign in, your integration will be authenticated.
   

How to import documents to Zoho Sign from SharePoint

1. From your Zoho Sign dashboard, click Send for signatures.

2. Click the Add document dropdown and click Cloud.

3. In the cloud-picker pop-up, go to the SharePoint tab. Choose the site, library, and file you want to import.

4. Click Attach.

The selected document will be imported into Zoho Sign.

How to manually export signed documents to SharePoint

1. From your Zoho Sign dashboard, hover over Documents from the left navigation pane and select Completed from the Documents sub-menu.

2. Choose the document you would like to export to SharePoint.

3. Click Save to cloud.
   
   
   
   

4. In the cloud-uploader pop-up, go to the SharePoint tab.

5. Select the site and folder you want to save the document to, or create a new folder by clicking Create Folder.

6. Click Upload here. 
   
   
   
   

Automatic cloud backup

When the automatic cloud backup feature is enabled, documents will be automatically backed up to your chosen cloud storage provider once the signature process is complete.

How to enable Automatic cloud backup to SharePoint

1. From your Zoho Sign dashboard, hover over Settings in the left navigation panel.

2. Go to Account settings and click Automatic cloud backup.

3. Enable cloud backup by checking the box.

4. Check the Include Certificate of Completion checkbox if you would also like to back up the completion certificates along with the completed documents.

5. Select SharePoint as your preferred cloud storage provider.
   
   
   
   

6. Choose your preferred folder, or create a new folder by clicking Create Folder.

7. Click Upload here.

8. Click Save.