Using the SharePoint integration requires at least a Business level subscription in Netvisor Sign. With the SharePoint integration, documents are saved to SharePoint when they are signed. Here are the instructions for the admin user on how to enable the SharePoint integration.
You can enable the SharePoint integration in Netvisor Sign by selecting Organization settings > Integrations and adding a new integration as follows:
Create a new folder in Netvisor Sign.
Select Integrations in your organization’s settings.
Click Add a new integration and select SharePoint Online from the list.
Name your integration, select the folder from the list and type the name of the folder in SharePoint in the Document path field. Only type the folder name in the field, not the entire URL address. If the folder is inside another folder, enter the document path in the format mainfolder/subfolder.
Save the integration and authenticate in Microsoft’s system.
Select the SharePoint site where the target folder is located.
After this, all documents saved in the Netvisor Sign folder you have defined will automatically be transferred to the selected SharePoint folder after signing.
Usein kysyttyjä kysymyksiä
Q: What subscription level is required to enable the SharePoint integration?
A: Enabling the SharePoint integration requires at least a Business level subscription in Netvisor Sign.
Q: Where are the documents saved after signing?
A: After signing, the documents are automatically saved in the SharePoint folder you have selected.
Q: What should be entered in the Document path field?
A: In the Document path field, enter the name of the folder in SharePoint without the full URL address. If the folder is inside another folder, enter the document path in the format mainfolder/subfolder.
Q: Where is the SharePoint site selected for the integration?
A: The SharePoint site is selected when creating the integration, in the step where you choose the site where the target folder is located.
Q: Does the SharePoint integration transfer the account’s existing documents to SharePoint?
A: No, it does not. The integration only transfers documents that are signed while the integration is enabled.
Avainsanat
Netvisor Sign, SharePoint integration, SharePoint Online, Business level subscription, Integrations, Document path, Microsoft authentication, SharePoint site, automatic document saving
This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.