Docusign for SharePoint (Site Edition)

The Docusign for SharePoint (Site Edition) add-in lets you prepare, sign, and store agreements without leaving Microsoft SharePoint. This edition supports only site-level connections enabling teams within specific sites to streamline workflows, reduce manual steps, and keep documents secure and compliant — all in one place.

Automate business processes

Select documents in your SharePoint library for signing or sending, and use Docusign to specify the signing order and workflow to route the documents to the right people in the right order.

Streamline manual tasks

Completed agreements are automatically saved back to the same SharePoint site for easy access and recordkeeping.

Boost security and compliance

Grant access, manage users, and maintain compliance at the site level — all while keeping agreements centralized, secure, and easy to find.

Compatibility Information:

- Docusign for Microsoft SharePoint (Site Edition) relies on the Docusign service and is designed to work with all Docusign eSignature plans.

- Docusign for Microsoft SharePoint (Site Edition) is optimized for multiple users and advanced Docusign features.

- Docusign for Microsoft SharePoint (Site Edition) support only site-wide connection

Installation Guidelines:

- Docusign for SharePoint (Site Edition) is installed at the tenant level.

- Docusign for SharePoint requires a tenant admin to grant consent for the following app permissions: read and write files in a selected site collection, read all users' full profiles.

- To grant consent to permissions, a tenant admin must click "Grant consent" in the administrative settings page in the Docusign for SharePoint app.

- Docusign for SharePoint must be manually added to any new sites created after installation.

SPFx Components:

- ListViewCommandSet Command Bar: used for configuring Docusign actions on the command bar. The command bar contains actions to Send with Docusign, Sign with Docusign, Send a Template, Log out, and Manage Administrative Settings.

- ListViewCommandSet Context Menu: used for configuring Docusign actions on the context menu once the user clicks on the ellipsis. A text menu option shows on the context menu.

To use Docusign for SharePoint, you must have a valid Docusign eSignature account. To learn more about plans and pricing, visit https://ecom.docusign.com/plans-and-pricing/esignature.

Note: a free 30-day trial account does not support the SharePoint connector