Integration use

Dashboard

In the SharePoint Toolbar the SigningHub button enables access to the SigningHub for Sharepoint integration functionality.

Once clicked, the SigningHub Dashboard will be displayed.

A new toolbar on the top of the Dashboard will appear with options:

• Exit SigningHub: return to the document library.

• Dashboard: shows the SigningHub Dashboard.

• Documents Status: shows the SigningHub Documents Status.

• Settings button: Shows the SigningHub for SharePoint integration Settings.

Documents Status

This view will show the SigningHub Documents Status. Here you can, among others:

• Filter by status.

• Search by any criteria.

• See the workflow details.

This new view gives the user the same flexibility as they have in SigningHub.com itself to act over documents and workflows.

Sign documents

From the document library, by selecting one or more documents, users can initiate the signing process by choosing the Sign with SigningHub option from the SharePoint context menu.

This option presents a screen to select the workflow options, and specify the recipients:

After selecting the recipients and clicking the Next button, the SigningHub app will open, allowing users to manage recipients and prepare the document for signing or sharing with those selected.

Once the recipients are finalised, you can prepare the document and either share it or finish the process, depending on the selected workflow option.