Integrate eSign and Microsoft

eSign’s integration with several Microsoft applications can provide a seamless way to enhance your existing workflows and document processes.

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Simplify your Operations and eSign Documents from Microsoft

Collaboration between your digital applications is essential for maintaining a streamlined and productive workflow. Our eSign and Microsoft integration is designed to simplify document processes and make transactions quicker and easier for your team as well as your customers. eSign can be integrated with several popular Microsoft applications including 365, Outlook, and Word.
1.1 million
documents processed per month
20,000
new signers per month
400,000
envelopes sent per month
1.1 million
documents processed per month
20,000
new signers per month
400,000
envelopes sent per month

A unified digital document solution.

eSign for Windows

The eSign integration with Windows allows you to sign and send documents directly from your Windows workspace in any format. This includes PDFs, Microsoft Office documents, and documents that are stored on OneDrive. By integrating eSign, you can maximise the capabilities of both platforms and ensure eSignatures, ID verification, payment processing, and more can all be achieved using eSign within Windows. 

If your business uses Windows, combining the eSign platform can be an effective way to enhance your existing systems and processes, without compromising them. The improved collaboration between these two systems works to ensure that any unnecessary manual steps are eliminated to increase productivity and optimise your workflows. 

E-Sign for Windows

Streamline communication with customers and colleagues.

eSign for Microsoft Outlook

Most businesses and organisations rely on emails to effectively communicate and collaborate with their teams and customers. Therefore, as one of the most important digital platforms you will use, you should ensure that it is optimised to suit your workflow needs. 

The eSign and Microsoft integration using Power Automate, can add useful automation features between your inbox and eSign, to save time and resources in administration tasks.

  • Send an envelope using a template when a new email is received.
  • Connect Outlook to eSign in order to automatically send documents for electronic signature.
  • Send an eSign envelope when a new email with an attachment has been received in Outlook.
E-Sign for Outlook

Document management without the hassle.

eSign for SharePoint

By linking your SharePoint and eSign accounts, you can enhance document organisation and storage. This integration streamlines your document management processes by automating tasks, thereby minimising the manual efforts required to create, share, and distribute your documents. 

Connecting eSign and SharePoint allows you to create a truly bespoke workflow that suits the needs of your business and employees. The integration comes with several useful features including:

  • Specify the signing order of each document in your workflow.
  • Save completed documents directly in SharePoint.
  • Choose and upload documents from SharePoint into eSign
  • Check document status within SharePoint.
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E-Sign for SharePoint

Create a bespoke system that works for your business.

eSign for Dynamics 365

Using eSign’s electronic signature, signing and sending documents becomes straightforward, as you can easily extract information from Dynamics 365 to populate your documents and send them out for digital signatures.

With eSign for Dynamics 365, you can stay informed about the progress of your transactions through a comprehensive audit trail that tracks changes and updates all parties involved. This integration helps your business enhance operational efficiency by significantly reducing document turnaround times.

Additionally, eSign’s API capabilities allow you to maximise your CRM system with customisable integrations, creating a bespoke system tailored to your business needs. By leveraging the power of eSign and Microsoft, you can ensure that your digital technology supports your operations seamlessly, saving time and increasing productivity. 

E-Sign for Dynamics 365

Bringing the eSign platform to Microsoft Word.

eSign for Word

Microsoft Word is one of the most popular document creation applications, with millions of individuals and businesses utilising it for a wide range of documents such as contracts or agreements. With our eSign and Word integration, you can eSign and send documents from within the Microsoft workspace by simply enabling the eSign add-on feature. 

By combining eSign with Word, you can effectively improve your document workflow processes including management, organisation, and storage. Also, you have the ability to save created documents as templates within eSign, giving you the flexibility to reuse the same document as many times as required. This significantly reduces document creation and turnaround time.

The collaboration between the two platforms enables you to utilise all their capabilities from one place, you don’t have to switch between the applications. It provides a beneficial opportunity to implement e-signature technology into your document processes to maximise productivity and reduce errors.

E-Sign for Microsoft Word

Maximise the versatility of eSign and Microsoft.

eSign for Office 365

eSign can be used within the complete Office 365 suite of applications including Excel, Powerpoint, and OneNote. Therefore, Microsoft Office is widely used in your business processes, eSign can be easily integrated without any disruption to your existing operations, seamlessly enhancing their efficiency. 

Utilising eSign’s digital signature solutions across all Microsoft applications transforms sending, signing, and storing documents into a seamless, integrated workflow. This eliminates the need for a time consuming and disjointed siloed process. It also reduces the manual input required from your employees.

E-Sign for Office 365

Testimonials

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Mid Devon District Council

“Using eSign has made our tenancy completion processes so simple. You don’t have to be technically savvy to be able to use the platform and it doesn’t draw on any other ICT resources. Our tenancy agreements and documents are signed within minutes and we’ve even had tenants’ comment on how easy it is to use as a signer which is fantastic.”

Lisa Harber | Team Leader 
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University of Oxford

“The University of Oxford have appointed eSign UK Ltd. as their preferred electronic signature platform. eSign quickly guided departments on the most cost-effective and efficient route offered, providing continued support to ensure contracts were completed and deadlines met.”

Purchasing Department | End User
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Paratus Law

“The law supports the use of electronic signatures, and eSign is an essential tool for any business wishing to enhance customer experience and accelerate revenue. Esign is incredibly user-friendly, and using it has been a very positive experience both for me and for my clients.”

Simon Arthur | Owner
beyondly-testimonial-logo

Beyondly

“eSign has transformed our operations at Beyondly. Integrating eSign into our systems was relatively straight forward and has massively improved customer and team experience. As a Bcorp organisation we place high value on our environmental impact and since inception, eSign has represented a 31.46kg saving of CO2 entering the atmosphere.”

Emily Rice | Operations Manager
ncha-testimonial-logo

National Clinical Homecare Association

“The tools are very easy to set up and intuitive to use. When we encountered issues, the eSign team was agile enough to respond, usually on the same day. The copy template feature has made setup with new customers much easier.”

National Clinical Homecare Provider | End User
slaters-testimonial-logo

Slater Heelis Solicitors

“eSign is an invaluable tool that assists us in keeping track of our legal matters. It gives us full control of the document journey and has greatly improved signature capture and document turnaround times.”

Slater Heelis Solicitors | End User
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Morgan Ash

“Working in the regulated financial and medical markets we need a quick secure and economical signature process. eSign gives us all of these.”

Andrew Gething | Managing Director
Leicester Hospital Case Study

University Hospitals of Leicester

“We have seen significant improvements in our pharmacy service efficiency since implementing E-Sign. The platform is user-friendly and has allowed our team to securely and reliably provide prescriptions for crucial patient medication, minimising the risk of supply disruption and saving valuable time. Collaborating with E-Sign has been an easy process, Desi and Luke have always been professional and approachable to offer support when needed.”

Amy Page | Kidney Pharmacy Team
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Blue I Properties

“Can’t recommend esign enough. It is quicker, easier and cheaper to use than many of their competitors.  The detailed Document History provides useful evidence and proof of when your document was created and signed.  Their team members are extremely knowledgeable of the systems, friendly and professional.  All in all, an amazing product at a very competitive price.”

Debbie Collins | Lettings Administrator
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Government Property Agency

“One thing which sets eSign apart is their flexible signature packages, allowing flexibility in both pricing and usage to provide the best solution for the organisation. The GPA has been very well looked after by our eSign account manager and we look forward to continuing our relationship with them.”

Government Property Agency | End User
10-100-devon-testimonial-logo

10-100

“The solution was simple to use, has a great management portal, and the price met our expectations. We now use the product for our own internal use and have recommended and deployed it into our customers when we get requests for signature solutions. eSign’s ongoing support is excellent, and they are continuously improving and developing their solution.”

Paul Visagie | IT Consultant
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Cambridgeshire County Council

“eSign has brought both time and efficiency benefits to our department since we started using the platform two years ago. It is easy to use and they have useful training videos available which have been helpful for training our team on how to use the platform and its features.”

Wendy Ballard | End User
churchill-support-services-esign-testimonial

Churchill Support Services

“Using eSign has significantly reduced the time it takes to send and receive contracts which means we close deals quicker. I especially like how you can redirect and edit documents without creating new envelopes and keep track of which contracts are pending signature as an admin. As an environmentally friendly business, it’s helpful to see how much carbon we are saving with the carbon counter. I would definitely recommend eSign to a business who is looking to close deals faster.”

Katie Butcher | Client Relationship Manager
university-of-salford-testimonial

University of Salford

“We use eSign at the University of Salford to issue copyright declaration forms when supplying copies of material to users of our archives. We used to issue the forms as attachments to emails, but users found it difficult to sign and return the forms, especially if they didn’t have a printer. Sending the forms using eSign has made it much easier and quicker for our users to sign and return the forms. From our end it is simple and straightforward to issue the forms via eSign and we get a notification when they have been completed.”

End User | University of Salford
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Polden Bower

“We are a group of three schools operating across six sites supported by a Central Team, so we’re looking for an electronic approval solution that would bring about significant efficiency, both in time and cost. We wanted a user-friendly system that would comply with finance policy, manifest maximum engagement from all Signatories, and had the capability to offer more as we grow as an organisation.  eSign fits the bill on all fronts for us from affordability, cost savings, accessibility and functionality perspectives, right through to tried and trusted customer service, support and data security.  We spent our first year on the Business Plan to embed this new way of working into our processes and we are now ready to roll out eSign access to other Central departments as we upgrade to the Enterprise subscription.  The user guides, chat facility, training offer and support provided by eSign is all really helpful and the team are always responsive when we get in touch.  It’s also reassuring that the Data Centres are in the UK and are managed by eSign.”  

Alison Sanders | Executive Finance Officer
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Boon Brokers

“E-Sign has significantly helped our operations at Boon Brokers. Previously, clients had to manually print, sign, and scan documentation back to us. With the help of E-Sign’s API, we have managed to integrate the system into our software. This now enables all clients to easily E-Sign our fact-finds within a matter of clicks via e-mail. This has significantly improved the efficiency of our business. Thank you, E-Sign.”

Gerard Boon | Managing Director, Boon Brokers
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Thula

“We are very proud and thrilled to be working with the eSign team, creating a truly digital and revolutionising management tool for controlled drugs in a post-pandemic world. The benefits to the clinical and pharmacy teams are huge and drives greater legislative and regulatory confidence and safer and efficient patient care.”

Adele McAllister | Manager
Hessington Health Testimonial

Hessington Health

“Hessington Health is a busy national health screening and occupational health practice with over 18 independent schools and over 10,000 staff members. The challenge we have faced is reminding employees to sign consent forms before we release the reports to their employers. This is an incredibly time consuming process. E-Sign has offered us the perfect solution. The online dashboard allows us to track the consent forms in their journey, Set reminders and have a safe place to store the completed forms. This has saved us an immense amount of time and improved our governance in this area. It also allows the user to create bespoke forms meaning any organisation from any sector will be able to utilise this package.”

Harjeev Rai | Medical Director

Benefits of eSign and Microsoft Integration

Streamline Business Communications

By integrating eSign and Microsoft, you can streamline your digital document processes and improve collaboration across your preferred Microsoft workspaces. Better communication leads to more productivity within your business.

Modernise Your Operations

Paper-based processes have become outdated and ineffective in completing modern business transactions. Our digital document solutions integrated with Microsoft allows you to create a tailored workflow that ensures greater efficiency and an advantage over your competitors.

Improve Customer Experience

Our integration can help to create a better transaction experience for your customers, resulting in a lasting positive impression. Save time and manage your documents more efficiently with eSign and Microsoft.

Frequently Asked Questions

What is Microsoft 365?

Microsoft 365 is a cloud-based productivity platform that provides a comprehensive suite of applications aimed at improving business operations. It encompasses tools like Microsoft Word, Teams, PowerPoint, Excel, OneDrive, and more. These applications are available on multiple devices, allowing businesses to stay productive and connected from virtually anywhere.

What’s the difference between Microsoft 365 and Dynamics 365?

Microsoft 365 is designed to enhance collaboration and productivity with applications such as Word, Excel, and Teams, and includes advanced security features. On the other hand, Dynamics 365 provides a suite of business solutions that combine ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) capabilities. It helps organisations improve customer relationships, manage operations, and streamline business processes.

Does E-Sign integrate with SharePoint?

Yes, E-Sign integrates with SharePoint, enhancing workflow efficiency and productivity. This integration automates document processes, making it easier to create, send, and sign documents while reducing the need for manual steps.

How can I integrate E-Sign with Microsoft?

You can integrate E-Sign with Microsoft applications through Microsoft AppSource. For tailored advice on the most suitable integrations for your organisation, please contact our digital transformation team.

Our Services

Create, eSign, send, and track documents all from within our unified system to streamline your workflows.

eSignatures

Complete documents faster with secure and legally binding electronic signatures that can be applied from any device.

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Electronic Signature Service

Web Forms

Allow customers to populate and sign documents on your website, app or via email. Collect the information you require in an interactive format.

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Web Forms Services

eWitnessing

Enable signers to identify witnesses without the need for them to be physically present with conveyancer-certified eWitnessing.

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eWitness Services

Personalised Email

Ensure strong, uniformed branding across all your communications and send documents for eSignature with personalised emails.

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Personalised Email Services

eConsent

Enhance the patient experience, save consultant time and standardise information delivery processes with an eConsent solution.

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eConsent Services

API/Developer Hub

Customise and extend the functionality of your apps to meet your unique business needs with eSign’s API.

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API Hub Services

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