SharePoint Integration

Sign documents directly from
SharePoint

Right-click any document in SharePoint to send it for signing. Signed documents are automatically organized, retention policies are respected, and your team never needs to leave SharePoint.

Purchase Agreement
SharePoint Library
Signed
Lease Contract
Document Center
Signing
Policy Update
Team Site
Pending
75%Less processing

How it works

ValidSign integrates directly into SharePoint so your team can sign, organize, and archive documents without changing their workflow.

1

Right-click to sign

Select any document in SharePoint and choose "Send for Signing" from the context menu. No downloads or uploads needed.

2

Add signers

Select signers from your Active Directory or enter external email addresses. Set signing order and verification methods.

3

Sign from anywhere

Signers receive a notification and can sign from any device. The original document stays in SharePoint throughout.

4

Auto-organize

Signed documents are automatically saved back to SharePoint with metadata, following your folder structure and retention policies.

Key features

One-click signing

Right-click any document in SharePoint to start a signing workflow. No need to download, upload to another platform, and re-upload when done.

Folder organization

Signed documents are automatically saved to the correct SharePoint folder with proper metadata. Your document structure stays clean and organized.

Permission inheritance

ValidSign respects SharePoint permissions. Users can only sign documents they have access to, and completed documents inherit existing access controls.

Online + On-premise

Works with both SharePoint Online (Microsoft 365) and SharePoint On-premise. Your deployment model does not limit your signing capabilities.

Benefits

75% less processing time

Eliminate the download-sign-upload cycle. Documents are signed in place, saving your team hours of manual document handling every week.

Governance compliant

Signed documents follow your existing SharePoint retention policies, compliance labels, and information governance rules automatically.

No document downloads

Signers access documents securely through ValidSign. Sensitive files never need to be downloaded to local devices.

Seamless user experience

Your team continues working in SharePoint as usual. The signing workflow feels like a natural extension of their document management process.

See the SharePoint integration in action

Frequently asked questions

Yes. ValidSign supports both SharePoint Online (Microsoft 365) and SharePoint On-premise (2016, 2019, and Subscription Edition). The integration works identically in both environments.

Yes. Once all parties have signed, the completed document is automatically saved back to the original SharePoint location (or a designated folder) with full metadata and audit trail.

Absolutely. ValidSign inherits SharePoint permissions so users can only initiate signing for documents they have access to. Completed documents follow existing permission structures.

Yes. Signed documents stored in SharePoint are subject to your existing retention policies, compliance labels, and information governance rules, no additional configuration needed.

Ready to start signing digitally?

See ValidSign in action with a free, personalized demo.