Release notes signNow integrations

Save documents with history (SharePoint)

Track all changes made to a document with detailed information about emails, timestamps, and IP addresses. Select Receive document with history when setting up a signature invite for a single document or merged documents.

Select a destination folder for signed documents (SharePoint)

Define where you’d like to save your completed document:

• save to the original folder
• create a signNow folder in the SharePoint site
• select an existing folder

Define the name of your sent document (SharePoint)

Set up the naming structure of completed documents to quickly find and organize them.

Merge documents (SharePoint)

Select multiple documents to save or send them for signature as a single document. Rearrange a document order by dragging and dropping them.

Rename a document before sending (SharePoint)

Enter a new name for your document in the pop-up window before sharing it with recipients.

Pre-fill and send documents with signNow (SharePoint)

Pre-fill signNow templates with the data from SharePoint lists and send them for signature. Select a template to pre-fill, map fillable fields, customize your signature invite email, and receive a completed document back to the SharePoint Document library.

Log in using EU servers (SharePoint)

Users utilizing Europe data centers can log in to signNow by selecting the EU server.

Faster signNow site installation (SharePoint)

A SharePoint Admin can automatically install the signNow extension to all existing and new sites — saving time for organization members submitting install requests.

Send email attachments for signature in clicks (Microsoft Outlook)

Receive an email and send a .doc, .docx, .pdf, .xls, .xlsx, .ppt, .pptx, .jpg, .jpeg, or .png attachment for legally-binding signatures without leaving your account. Close deals and get your requests and invoices approved and signed in seconds, no need to switch between apps or download any software.

Customize your signature invite (Microsoft Outlook)

Keep your invite clear and understandable by adding a customized email message and CC recipients.

Add your legally-binding signature (Microsoft Outlook)

Open your Outlook attachment in signNow to easily sign it. You can type, draw, or upload an image of your handwritten signature.

Upload documents with text tags (Microsoft Dynamics 365)

Upload a document that contains simple text tags to any Dynamics 365 record. Easily edit and configure fillable fields converted from text tags once you open the document in signNow.

Download records with document history (Microsoft Dynamics 365)

Download the history of a signed document from the Status tab. View timestamps and IP addresses associated with any actions taken on your document.

Make your documents easier to complete by adding Date fields (Microsoft Word/Excel)

Easily insert text tags for date fields anywhere in your Word or Excel document. Once the document is opened in signNow, these text tags will be automatically converted to date fields.

Onboard users faster with the new start page (SharePoint Online)

Easily onboard new users with the intuitive authorization flow.

Open a document using signNow (SharePoint Online)

Open any SharePoint document using signNow to add fillable fields, set a signing order, or add your legally-binding signature.

Check a document’s signing status (SharePoint Online)

View who signed your document and when without leaving SharePoint.

Easily manage signed documents (SharePoint Online)

Save signed documents to the SharePoint folder of your choice or create a new folder on the current SharePoint site.

Save documents from signNow (SharePoint Online)

Automatically export all signed documents from signNow to the SharePoint folder of your choice or create a signNow folder on the current SharePoint site.

signNow for SharePoint is available on the AppSource

Sign, send, track, and store documents without leaving SharePoint. Learn more about the integration here.

Meet the signNow Chat Bot for Workplace from Facebook

Send documents and templates for signing within your secure Workplace while chatting with friends or teammates on any desktop or mobile device. Learn more about the Chat Bot here.

Check out signNow’s latest updates and releases for Microsoft Teams

Documents

• Upload multiple documents

Account owners can add multiple documents from Desktop, Recent Microsoft files, and Microsoft Teams folders to their signNow Documents folder and check the status of their uploads.

• Monitor document upload progress with the status bar

Track the status of uploads when switching between tabs or adding more documents. Collapse or close the status bar when needed.

• Save documents to your Microsoft Teams folder

Save a copy of your document or shared signNow document to any Microsoft Teams folder.

• Share documents faster with Invite via Link

Create signing links for documents and share them via chat, channels, meetings, or emails.

• Rename documents and templates

Rename your documents and templates to easily locate them in your folders.

Shared Documents

• Save documents to your Microsoft Teams folder

Save a copy of your document or shared signNow document to any Microsoft Teams folder.

Templates

• Share templates faster using Invite via Link

Create signing links for templates and share them via chat, channels, meetings, or emails. Add your signing link to the Website tab so teammates can easily complete your document.

• Rename templates

Rename templates to easily locate them in your folders.

Document Groups

• Upload multiple documents

Account owners can add multiple documents from Desktop, Recent Microsoft files, and Microsoft Teams folders to the signNow Document Groups folder and check the status of their uploads.

• Rename a Document Group

Rename Document Groups to easily locate them in your account.

• Select where to save a completed Document Group

Automate the process of saving a completed Document Group to your Microsoft Teams/SharePoint folder. Go to Send Group for Signing > Advanced settings and select a destination folder at Teams/SharePoint, where copies of signed documents from a Document Group will be saved.

Microsoft Teams Bot

• Get notifications for a completed Document Group

Get Bot notifications once a Document Group has been completed and all documents have been saved to the selected Microsoft Teams folder. Click the notification card to instantly open a Document Group in signNow or from a SharePoint folder with completed documents.

Add e-signatures to Microsoft Teams

Integrate signNow's advanced e-signing capabilities with Microsoft Teams to increase the productivity of your team, speed up signature cycles, and delight clients and customers.

Connect your DocuShare account to signNow

Export signed documents from signNow to your DocuShare account.

Get signatures faster with Sign in Person (signNow ServiceNow)

ServiceNow users can now start a Sign in Person session from any type of record. Sign in Person events are clearly marked in the Status Report, and signed documents are attached and updated in the record. Sign in Person session hosts can add a signer’s email as well as CC so they both receive signed copies.

Save time sending attachments for signing (signNow Netsuite)

Netsuite users can now select any DOCX or PDF file attached to a Netsuite record and add fillable fields before sending it for signing via signNow.

Reduce manual work with bulk sending (signNow Netsuite)

Netsuite users can now select multiple contact records to send documents for signing in one go. Each signer will receive their own copy of the document.

Stay on top of the signing process, org-wide (signNow Netsuite)

Netsuite org admins can now track the signing status of all documents in their org in a single Send Status Report. This report can be filtered by Date, Date Range, Sender, Status, and Record.

Streamline your Sign in Person experience for the signNow Netsuite integration

Automatically generate branded documents for the Sign in Person mode.

Explore the Sign in Person experience for signNow’s NetSuite app

• Use signNow templates for Sign in Person to automatically populate the fields of your document with data from a NetSuite Record
• Create customizable Shortcut buttons for Sign in Person and get instant access to your most used templates

Add e-signature capabilities to Slack with the signNow app

• Invite people to sign documents without leaving Slack
• Check signature status of the documents sent in the channel
• Request signatures from multiple signers and set the order of signing
• signNow for Slack works both for members of your workspace and for other signers
• Signed documents uploaded to Slack and to signNow account

Get it now!

Check out new updates for the signNow Netsuite App

• Signing in person customer can now automatically receive their signed copy: just add their email before starting the Sign in Person session.
• New signature statuses allow users quickly check out the process of signing for one or multiple signers.
• Simplified app settings management is now available to Netsuite organization admin in a dedicated Settings panel.