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eSign’s integration with several Microsoft applications can provide a seamless way to enhance your existing workflows and document processes.
A unified digital document solution.
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.
Streamline communication with customers and colleagues.
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.
Document management without the hassle.
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:
Create a bespoke system that works for your business.
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.
Bringing the eSign platform to Microsoft 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.
Maximise the versatility of eSign and Microsoft.
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.
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.
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.
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.
Create, eSign, send, and track documents all from within our unified system to streamline your workflows.
Complete documents faster with secure and legally binding electronic signatures that can be applied from any device.
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