How to set up the HelloSign for SharePoint integration

With the HelloSign for SharePoint integration, you can securely send documents for legally binding eSignatures, quickly sign documents, and automatically save signed documents to your SharePoint folders.

To set up the HelloSign for SharePoint integration, first a Global admin or SharePoint admin has to authorize the HelloSign for SharePoint integration. Then, site admins have to connect HelloSign to their SharePoint sites.

Authorize the HelloSign for SharePoint integration

To authorize the HelloSign for SharePoint integration:

1. Sign in to SharePoint with your Global admin or SharePoint admin credentials.
• Note: The email address you use for SharePoint must be the same as the email address you use for HelloSign in order to authorize the integration.
2. Click Site contents in the left sidebar.
3. Click New above the site list and select App from the dropdown menu.
4. Click Apps You Can Add under Your Apps in the left sidebar.
5. Click HelloSign for SharePoint Online.
• Note: If you don't see HelloSign for SharePoint Online, use the search bar to find it.
6. Click HelloSign above the documents list.
7. Click Accept. You’ll be redirected to the Connections screen.
8. Click Connect Site.
9. Click Connect Site to connect a SharePoint site.
10. In the popup window, enter the email address and password associated with the site you’d like to connect.
11. Click Login.
12. In the Allow Access popup window, click Accept.

Connect HelloSign to SharePoint sites

To connect HelloSign to a SharePoint site:

1. Sign in to SharePoint with your site admin credentials.
• Note: The email address you use for SharePoint must be the same as the email address you use for HelloSign in order to connect a SharePoint site.
2. Go to the SharePoint site you’d like to connect.
3. Click Documents in the left sidebar.
4. Click HelloSign above the documents list.
5. Click Admin settings.
6. Click Connect site and follow the prompts.

Follow the same process for each SharePoint site you’d like to connect.

Related articles

• How to change the folder destination for signed documents
• How to manage user access to HelloSign for SharePoint
• How to send a document for signature from SharePoint