DocuSign Signature Appliance v8.2 SharePoint Connector Guide

DocuSign Signature Appliance v8.2 SharePoint Connector Guide
DocuSign Signature
Appliance
SharePoint Connector
Guide
Version 8.2
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DocuSign Signature Appliance SharePoint Connector Guide
June 2017
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Table of Contents
Chapter 1: Overview ............................................................................................................................ 5
Requirements for Data Authentication Systems ............................................................................. 5
Introduction to DocuSign SA .......................................................................................................... 5
Environments Supported by DocuSign SA ............................................................................... 6
Applications that Work with DocuSign SA ................................................................................ 6
DocuSign SA Components....................................................................................................... 7
DocuSign SA Guides ..................................................................................................................... 7
Intended Audience ......................................................................................................................... 8
Organization of this Guide.............................................................................................................. 8
Chapter 2: Installing and Deploying the DocuSign SA Connector for SharePoint ................................. 9
About DocuSign SA Connector for SharePoint .............................................................................. 9
Integration with External Identity Providers .................................................................................... 9
DocuSign SA Connector for SharePoint Installation ..................................................................... 10
Installing and Configuring the DocuSign SA Client ................................................................. 11
Installing the DocuSign SA Connector for SharePoint Solution .............................................. 16
Deploying the DocuSign SA Connector for SharePoint Solution .................................................. 17
Deploying the DocuSign SA Connector for SharePoint Solution via the GUI .......................... 17
Deploying the DocuSign SA Connector for SharePoint Solution via the CLI ........................... 18
Verifying the Deployment ....................................................................................................... 18
Retracting the DocuSign SA Connector for SharePoint Solution Deployment .............................. 19
Uninstalling the DocuSign SA Connector for SharePoint Solution ................................................ 20
Chapter 3: Configuring the DocuSign SA Connector for SharePoint .................................................. 22
Configuring at the SharePoint Installation Level ........................................................................... 22
Configuring General Settings Parameters .............................................................................. 22
Configuring Document Library Default Settings ...................................................................... 25
Activating the DocuSign SA Connector for SharePoint at the Site Collection Level and Site Level
.................................................................................................................................................... 25
Activating DocuSign SA Connector for SharePoint at the Site Collection Level ...................... 25
Activating the DocuSign SA Connector for SharePoint at the Site Level ................................ 26
Defining DocuSign SA Settings in Document Libraries and Form Libraries .................................. 27
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Defining the Content Type Settings ........................................................................................ 29
Defining Signature Profile Settings ......................................................................................... 32
Updating Signature Profile Settings ........................................................................................ 34
Deleting a Signature Profile.................................................................................................... 35
Creating a Signature Profile by Loading a Signature Field from a Document Template .......... 35
Configuring Column Availability in Document/Form Libraries and Lists .................................. 36
Configuring Column Display for a Document/Form Library ..................................................... 39
Defining DocuSign SA Settings in Lists ........................................................................................ 40
Configuring Column Display for a List .................................................................................... 42
Backing Up and Restoring DocuSign SA Connector for SharePoint Configurations ..................... 43
Backing Up Configuration Parameters ................................................................................... 43
Restoring Configuration Parameters ...................................................................................... 44
Chapter 4: Using the DocuSign SA Connector for SharePoint to Prepare Documents for Signing ..... 46
Preparing PDF Documents for Signing ........................................................................................ 46
Preparing Word/Excel Documents for Signing ............................................................................. 49
Converting a document to PDF format ................................................................................... 49
Chapter 5: Using the DocuSign SA Connector for SharePoint for Signing Documents, Forms and
Items ................................................................................................................................................. 50
Signing and Validating Documents in Document/Form Libraries .................................................. 50
Signing PDF Documents ........................................................................................................ 53
Signing with Multiple Graphical Signatures ............................................................................ 57
Signing Microsoft Word/ Excel Documents ............................................................................. 60
Signing Microsoft InfoPath Web Forms .................................................................................. 60
Validating Document/Form Signatures ................................................................................... 62
Reviewing Document/Form Signatures .................................................................................. 63
Signing and Validating Items in Lists ............................................................................................ 64
Signing Items ......................................................................................................................... 65
Validating Item Signatures ..................................................................................................... 67
Reviewing Item Signatures..................................................................................................... 67
Signing and Validating Entire Lists ............................................................................................... 68
Signing All List Items .............................................................................................................. 68
Verifying All List Items ............................................................................................................ 69
Chapter 6: Using DocuSign SA Connector with SharePoint Workflows ............................................. 70
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Activating DocuSign SA Connector for Workflows as a Custom Task .......................................... 70
Using DocuSign SA Connector with SharePoint Designer Workflows .......................................... 71
Configuring a Request Signature Custom Task in SharePoint Designer ................................ 72
Configuring an AutoSign Custom Action in SharePoint Designer ........................................... 73
Configuring a Verify Digital Signatures Custom Action in SharePoint Designer ...................... 74
Using DocuSign SA Connector with Nintex Workflows ................................................................. 75
Adding DocuSign SA Columns to the Workflow Task list........................................................ 77
Configuring a DocuSign SA Signature Task in a Workflow in Nintex ...................................... 78
Retrieving Signature Task Outcome and Signer Comments Values in Nintex ........................ 80
Configuring an AutoSign with DocuSign SA Custom Action in Nintex .................................... 82
Configuring a Verify Digital Signatures Custom Action in Nintex ............................................ 83
Starting a Workflow ...................................................................................................................... 84
Signing a Document as Part of a Workflow .................................................................................. 86
Index ................................................................................................................................................. 90
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Chapter 1: Overview
Over the last four decades, the biggest challenge of IT departments in many organizations was
moving to a paperless work environment. Seemingly, there was tremendous success in this regard.
Today, most transactions in the business world are performed electronically:
 Documents are written using word processing programs.
 Messages are sent via email.
 Inventories and purchases are tracked using Enterprise Resource Planning (ERP) systems.
 Medical information is stored in Electronic Medical Record (EMR) systems.
Although these transactions are performed in a paperless environment, organizations have still not
managed to find an easy way to get rid of the paper used for data authentication (signing the
authenticity of the data). Today, although organizations have invested large amounts of funds and
other resources in creating paperless environments, their workers are still printing every transaction,
signing it, and saving the printed copy. These organizations require a digital method for data
authentication.
By moving to a viable electronic data authentication system, organizations can reduce their printing,
archiving, shipping, and handling costs. In addition, better and more competitive customer service can
often be provided.
Requirements for Data Authentication Systems
A viable data authentication system must meet the following specifications:
 Security – The system must ensure that no one other than the data creator can tamper with or
change the data in any way.
 Third-party validation – The system must enable any third party to validate the authenticity of
the data. If a dispute arises between the parties (the data creator and recipient), any third party
must be able to validate the data authenticity in order to settle the dispute.
 System independence – Data authentication must be independent of the system that created
the data. Users must be able to validate the authenticity of the data using a known standard
that is independent of any specific system.
 Validation over time – Users must be able to validate data authenticity at any point in time.
Authenticity cannot expire at any point.
Currently, the only data authentication method known to support all of these requirements is the
Public Key Infrastructure (PKI) method of authenticating data, simply called “digital signatures”.
Introduction to DocuSign SA
DocuSign Signature Appliance is a PKI-based, off-the-shelf digital-signature solution that can be
integrated with a wide range of applications. In this way, DocuSign SA enables organizations to
embed digital signatures in various documents, forms, and transactions. DocuSign SA is a turnkey,
hardware-based solution that is easily and quickly deployed in the network and provides cost-effective
digital-signature capabilities for the organization.
DocuSign SA includes all the components needed for PKI-based digital-signature deployment. You do
not need to install any other device or integrate any other component for the system to work.
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Environments Supported by DocuSign SA
DocuSign SA integrates with leading user management systems, including Microsoft Active Directory
and a variety of LDAP (Lightweight Directory Access Protocol) based directories, such as IBM Tivoli.
This integration ensures no overhead in managing the digital-signature system and signature
credentials (i.e., the private keys that are needed in a PKI environment), solving one of the main
problems of legacy digital-signature systems. System managers, network managers, and end-users
can continue to use the IT infrastructure in the same manner as before DocuSign SA was installed.
DocuSign SA stores the signature credentials in a secure server, ensuring that the signer has
exclusive access to his or her signature credentials, while still maintaining a centrally managed
solution. This is necessary in order to fulfill the security requirement of the data authentication system.
Another option is to use the DocuSign SA Cloud service. An organization can register its users to the
service and thus enable them to digitally sign content without having to deploy the DocuSign SA
appliance on the organizational premises.
Applications that Work with DocuSign SA
An increasing number of applications can work with DocuSign SA as their digital-signature layer
without needing any further integration, including:
 Microsoft Office 2010/2013/2016 (Word, Excel, and PowerPoint)
 Microsoft InfoPath 2010/2013
 Adobe Acrobat
 Microsoft SharePoint 2010/2013/2016
 XML
 TIFF files
 Word Perfect
 Microsoft Outlook and Outlook Express
 Adobe Server forms (for signing web forms)
 AutoCAD
 Lotus Notes
 Microsoft BizTalk
 FileNet eForms
 Verity Liquid Office
 ERP systems (e.g., SAP)
 OpenText
 Oracle
 Crystal Reports
 Web applications
 Any application that has a print option can use DocuSign SA to generate a PDF file and sign it.
For information on using DocuSign SA with other applications, contact DocuSign technical support.
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DocuSign SA Components
DocuSign SA includes the following components:
 DocuSign Signature Appliance – The DocuSign Signature Appliance hardware and
software, connected to the organization’s network.
 Client – The DocuSign SA Client software, installed on the users’ computers.
 Administrator – The DocuSign SA Administrative software that includes the DocuSign SA
Microsoft Management Console (MMC) snap-in, installed on the administrative computer.
 DocuSign SA Connector for SharePoint – This connector enables adding digital signature
functionality to documents managed by Microsoft SharePoint, or using digital signatures within
any workflow procedure that is based on Microsoft SharePoint.
 DocuSign SA Web App – This application is deployed in the Microsoft Web Server of the
organization and enables users to sign documents without installing any client component.
DocuSign SA Web App can use either the local DocuSign SA appliance or a remote DocuSign
SA.
Applications can interact with the DocuSign SA Web App and add a digital signature to
documents using a web based interface.
 DocuSign SA Mobile App – This mobile application, which can be installed on Android-based
devices or Apple iOS devices, enable users to sign documents using their mobile devices.
The mobile devices interface directly with Appliance via a DocuSign SA RESTful interface.
The DocuSign SA Mobile App can interface with either the DocuSign SA Cloud, the
organizational DocuSign Signature Appliance or DocuSign SA’s Trial system.
 DocuSign SA Signature APIs – Developers can use local and network APIs to integrate their
applications with DocuSign SA Central appliances and the DocuSign SA Cloud service.
DocuSign SA Guides
DocuSign SA documentation includes the following guides:
 DocuSign Signature Appliance Administrator Guide – Provides all the information necessary
for an administrator to install and manage Appliance in the various environments in which
DocuSign SA can operate.
 DocuSign Signature Appliance User Guide – Provides all the information necessary for an end
user to use DocuSign SA. Includes information about special add-ins for various applications
such as Microsoft Office.
 DocuSign Signature Appliance SharePoint Connector Guide – Provides all the information
necessary for implementing and using the DocuSign SA Connector for SharePoint.
 DocuSign Signature Appliance Web App User Guide – Provides all the information necessary
for deploying DocuSign SA Web App in the organization’s environment.
 DocuSign Signature Appliance Signature APIs Developer’s Guide – Provides all the
information necessary for developers to integrate their application with DocuSign SA.
 DocuSign Signature Appliance Mobile App Deployment Guide – Provides all the information
necessary for deploying the DocuSign SA Mobile App.
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Intended Audience
This guide is intended for implementers wishing to implement the DocuSign SA Connector for
SharePoint, and for end-users using the DocuSign SA Connector for SharePoint. It is assumed that
readers have prior knowledge of DocuSign SA and SharePoint.
Organization of this Guide
This guide is organized as follows:
 Chapter 1: Overview – Provides an overview and introduction to DocuSign SA.
 Chapter 2: Installing and Deploying the DocuSign SA Connector for SharePoint – Describes
how to install and deploy the DocuSign SA Connector for SharePoint.
 Chapter 3: Configuring the DocuSign SA Connector for SharePoint – Describes the various
options available for configuring the DocuSign SA Connector for SharePoint to enable the
production of digital signatures at the site level. The chapter also describes how to perform
backup/restore to the DocuSign SA Connector for SharePoint configuration.
 Chapter 4: Using the DocuSign SA Connector for SharePoint to Prepare Documents for
Signing – Describes how to use the DocuSign SA Connector for SharePoint to prepare
documents for signing.
 Chapter 5: Using the DocuSign SA Connector for SharePoint for Signing Documents, Forms
and Items – Describes how to use the DocuSign SA Connector for SharePoint to produce a
digital signature.
 Chapter 6: Using DocuSign SA Connector with SharePoint Workflows – Describes how to use
the DocuSign SA Connector for SharePoint to produce a digital signature as part of a workflow
procedure using the Microsoft SharePoint custom tasks.
 Index – Provides a comprehensive index of the topics discussed in this guide.
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Chapter 2: Installing and Deploying the DocuSign SA Connector for
SharePoint
About DocuSign SA Connector for SharePoint
Using DocuSign SA Connector for SharePoint, users can digitally sign and validate documents
without having to install any client software. Instead, the signature operation uses the DocuSign
Signature Appliance or appliances that were configured as part of the DocuSign SA Client installation
within the Microsoft SharePoint platform. You can optionally configure DocuSign SA Connector for
SharePoint to use the DocuSign SA appliances deployed in another private cloud.
DocuSign SA Connector for SharePoint can be used from a wide variety of devices including iPads,
iPhones, Samsung Galaxy smart phones, etc.
The Connector serves many users in parallel.
DocuSign Connector for SharePoint supports the following document types:
 PDF files.
Note that the PDF file must be no larger than 30 MB.
In addition, password protected PDF files are not supported yet.
 Microsoft Word (.docx and .doc) and Microsoft Excel (.xlsx and .xls) documents.
 MS documents that contain no signature fields are converted to PDF format when they are
loaded to the DocuSign SA Connector for SharePoint.
 You can globally configure whether MS documents (.docx or .xlsx) that contain at least one
signature fields are converted to PDF when loaded, or remain in their original format.
Note that the maximum supported file size is 30 MB, or 200 pages. Even files that are close
to the maximum limit may not load properly.
 Lists
A List is an entity inside SharePoint that contains information in Items. Each item includes
several attributes.
It is possible to sign List Items as part of the DSA Connector for SharePoint deployment.
Integration with External Identity Providers
The DocuSign SA Connector for SharePoint can be integrated with External Identity Providers (IDP)
such as Microsoft ADFS.
In the context of using an IDP, the DocuSign SA Connector for SharePoint App (together with the
DocuSign SA Appliance) is considered a Service Provider (SP).
In these cases, the end user is authenticated based on the External Identity Provider mechanism, and
the proof of authentication (that is, a SAML token) is checked by the SharePoint installation.
Then, a new SAML token is created by the SharePoint deployment and forwarded to DocuSign SA for
establishing a sustained end user account in DocuSign SA.
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Note: In the case of SharePoint 2010, the token generated by the SharePoint deployment, and
which needs to be validated by the DSA, is a Kerberos token by default.
In the case of SharePoint 2013/2016, the token generated by the SharePoint deployment, and which
needs to be validated by the DSA, is a Claimed Based token (that is, a SAML token).
Note: If SharePoint is deployed to use an external IDP, the forms described in the following chapters
that request user authentication will not be displayed. Instead, the IDP will request user
authentication.
DocuSign SA Connector for SharePoint Installation
The DocuSign SA Connector for SharePoint enables organizations to extend their existing SharePoint
installations by enabling the following operations:
 Sign and verify documents that are managed by the Microsoft SharePoint product.
 Sign and verify lists that are managed by the Microsoft SharePoint product.
DocuSign SA Connector for SharePoint supports the following versions of Microsoft SharePoint,
including all the editions of each version:
 Microsoft SharePoint 2010
 Microsoft SharePoint 2013
 Microsoft SharePoint 2016
DocuSign SA Connector for SharePoint is installed as a standard solution for SharePoint, and
supports the following document types:
 PDF files with or without existing signature fields.
 *.doc files with existing signature fields using an entire file signature type.
 *.docx or *.xlsx files with existing signature fields.
 InfoPath 2010/2013 forms (.xml files) with existing signature fields.
Both administrative operations and user operations are based on Web-based applications, where the
end user does not have to install any software on the end PC. However, a DocuSign SA Client must
be installed on the server that is installed with the SharePoint product. The recommended order of
installation is:
1. Installing and Configuring the DocuSign SA Client.
2. Installing the DocuSign SA Connector for SharePoint Solution.
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Installing and Configuring the DocuSign SA Client
DocuSign SA Connector for SharePoint accesses the DocuSign Signature Appliance through the
DocuSign SA Client installation. Therefore, before installing the DocuSign SA Connector for
SharePoint, you should:
1. Install a DocuSign SA Client version on the server that is installed with the SharePoint product.
2. Configure the DocuSign SA Client for optimal usage by the DocuSign SA Connector for
SharePoint. Refer to Configuring the DocuSign SA Client for the DocuSign SA Connector for
SharePoint.
Configuring the DocuSign SA Client for the DocuSign SA Connector for SharePoint
To configure the DocuSign SA Client to work with the DocuSign SA Connector for SharePoint:
1. Access the DocuSign SA control panel by selecting Start > Programs > DocuSign >
Signature Appliance > Signature Appliance Control Panel. The Signature Appliance
Control panel appears.
2. Select Client Configuration. The DocuSign SA configuration utility’s main window appears.
3. Click
4.
to the left of the Client node.
Click the Appliances node.
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Figure 1 DocuSign SA Configuration Utility – Client Configuration – Appliances Parameters
5. In the Appliances screen:
a. Add the DocuSign SA appliance IP or DNS name to the Appliance list.
b. If the list contains more than one appliance to provide high availability, you must specify
the first one as the Preferred appliance.
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c. If DocuSign SA is integrated with an External Identity provider (such as ADFS or another
Identity Provider that uses the SAML2 protocol), in the Prompt for logon method dropdown select SAML Server Side.
In this case, make sure the DocuSign SA client is not configured to work in SAML Active
Mode. For more information, refer to the DocuSign SA Client documentation.
6. Select File > Apply (save to registry) to apply the changes.
7. Click the Login dialog node.
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Figure 2 DocuSign SA Configuration Utility – Client Configuration – Login Dialog Parameters
8. In the Login dialog screen:
a. Uncheck the Permit known applications only checkbox.
b. Select Disable login dialog.
9. Select File > Apply (save to registry) to apply the changes.
10. Click the Timeouts node.
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Figure 3 DocuSign SA Configuration Utility – Client Configuration – Timeout Parameters
11. In the Timeouts screen:
 Set the Configuration reload interval to 0.
 It is recommended to reduce the Connect failure block time to 30.
12. Select File > Apply (save to registry) to apply the changes.
13. Select File > Exit to exit the DocuSign SA configuration utility.
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Installing the DocuSign SA Connector for SharePoint Solution
To install the DocuSign SA Connector for SharePoint:
1. Open a command line prompt.
2. Change the current directory to the SharePoint utilities folder. By default, this should be:
<Program Files>\Common Files\Microsoft Shared\web server
extensions\15\BIN>
3. Run the following command to add the DocuSign SA Connector for SharePoint solution to the
SharePoint Solutions Store:
stsadm.exe -o addsolution -filename <Full Path\>cosign4sharepoint.wsp
The cosign4sharepoint.wsp file can be found on the DocuSign SA Connector for
SharePoint CDROM.
4. In case of a SharePoint 2013 installation that was upgraded using the “database attach”
method, run the following command to add the DocuSign SA Connector for SharePoint 2010
compatibility solution:
stsadm.exe -o addsolution -filename <Full
Path\>CoSign4SharePoint_2010compatability.wsp
The CoSign4SharePoint_2010compatability.wsp file can be found on the DocuSign
SA Connector for SharePoint CDROM.
Note: It is also possible to manually install the DocuSign SA Connector for SharePoint solution
through the Manage Farm Solutions options in the SharePoint management screens, but in a case
of repeated installations and uninstallations, this is not recommended.
5. Check the SharePoint server farm to confirm that the DocuSign SA Connector for SharePoint
solution was successfully installed:
a. In the SharePoint Central Administration menu, select System Settings. The System
Settings screen appears.
b. Select Manage Farm Solutions. The Solution Management screen appears.
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Figure 4 Solution Management Screen – DocuSign SA Connector for SharePoint Installed
c. Verify that the cosign4sharepoint entry is present, indicating that the DocuSign SA
Connector for SharePoint solution was successfully installed.
d. In case of a SharePoint 2013 upgraded farm, the following additional solution should
appear in the Solution Management list:
CoSign4SharePoint_2010compatability.wsp
Deploying the DocuSign SA Connector for SharePoint Solution
An installed solution is not automatically deployed by default. You can either deploy the solution
through the GUI or through the Command Line Interface (CLI)
Deploying the DocuSign SA Connector for SharePoint Solution via the GUI
To deploy the DocuSign SA Connector for SharePoint solution via the GUI:
1. In the SharePoint Central Administration menu, select System Settings. The System
Settings screen appears.
2. Select Manage Farm Solutions. The Solution Management screen appears (Figure 4).
3. In case of a SharePoint 2013 or 2016 farm that was upgraded from a version prior to 2013,
click the DocuSign SA Connector for SharePoint 2010 compatibility solution entry.
Otherwise, click the DocuSign SA Connector for SharePoint solution entry.
The Solution Properties screen appears.
4. Click Deploy Solution.
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Figure 5 Solution Properties Screen – Deploy Solution
Deploying the DocuSign SA Connector for SharePoint Solution via the CLI
To deploy the DocuSign SA Connector for SharePoint solution via the CLI:
1. Open a command line prompt.
2. Enter the following command:
stsadm.exe -o deploysolution -name cosign4sharepoint.wsp -immediate –
allowgacdeployment –force
3. In case of a SharePoint 2013 upgraded farm, enter the following command as well:
stsadm.exe -o deploysolution -name
CoSign4SharePoint_2010compatability.wsp -immediate –
allowgacdeployment -force
4. Update the SharePoint site map using the following command:
stsadm.exe -o copyappbincontent
Verifying the Deployment
To verify the deployment of the DocuSign SA Connector for SharePoint solution:
1. In the SharePoint Central Administration menu, select System Settings. The System
Settings screen appears.
2. Select Manage Farm Solutions. The Solution Management screen appears.
3. Verify that the cosign4sharepoint entry has the status Deployed.
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Figure 6 Solution Management Screen – DocuSign SA Connector for SharePoint Solution Deployed – SharePoint
2013
The solution is now installed, and can provide the following features:
 DocuSign SA Connector for SharePoint Document Libraries – Enables the user to sign
documents and InfoPath forms.
 DocuSign SA Connector for SharePoint Lists – Enables the user to sign Data elements
defined within a List as part of the site.
These features are disabled by default and must be enabled to provide the digital signature
functionality. These features can be enabled for any relevant Site that is defined as part of the
SharePoint installation. For more information, refer to Configuring the DocuSign SA Connector for
SharePoint.
Retracting the DocuSign SA Connector for SharePoint Solution
Deployment
To retract the DocuSign SA Connector for SharePoint solution deployment:
1. In the SharePoint Central Administration menu, select System Settings. The System
Settings screen appears.
2. Select Manage Farm Solutions. The Solution Management screen appears.
3. Click the cosign4sharepoint.wsp entry. The Solution Properties screen appears.
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Figure 7 Solution Properties Screen – Retract Solution
4. Click Retract Solution. The Solution Management screen appears, displaying that the
DocuSign SA Connector for SharePoint solution has the status Not Deployed (Figure 4).
Uninstalling the DocuSign SA Connector for SharePoint Solution
Note: You must retract the deployment of the DocuSign SA Connector for SharePoint solution
before you can uninstall it. For more information, refer to Retracting the DocuSign SA Connector for
SharePoint Solution Deployment.
To uninstall the DocuSign SA Connector for SharePoint solution:
1. In the SharePoint Central Administration menu, select System Settings. The System
Settings screen appears.
2. Select Manage Farm Solutions. The Solution Management screen appears.
3. Click the cosign4sharepoint.wsp entry. The Solution Properties screen appears.
4. Click Remove Solution.
Note: A batch file is supplied that removes the DocuSign SA Connector for SharePoint solution in a
better way than to perform the above Remove Solution option. One of the operations of the batch file
disables the solution before removing it and thus is more stable especially when the solution needs
to be re-installed.
Use the command InstallDeployWSP.bat -r for uninstalling the solution.
Performing the command without the -r flag will re-install the solution.
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Figure 8 Solution Properties Screen – Remove Solution
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Chapter 3: Configuring the DocuSign SA Connector for SharePoint
To enable using the DocuSign SA Connector for SharePoint once it is deployed, the only action you
must perform is to activate it at the site level (refer to Activating the DocuSign SA Connector for
SharePoint at the Site Collection Level and Site Level). You can also optionally configure the various
settings of the DocuSign SA Connector for SharePoint; if you do not, the default values will be used.
The DocuSign SA Connector for SharePoint can be configured at several levels:
 SharePoint Installation Level – Parameters that are applicable to the overall SharePoint
level. This is done through SharePoint Central Administration.
 Site Collection Level – Parameters that are applicable to a group of web sites.
 Site Level – Parameters that are applicable to a specific website.
 Document Library and Form Library Level – Parameters that are applicable to all
documents within the document library or forms within the form library.
Custom document libraries are also supported.
 List Level – Parameters that are applicable to all items within a list.
Custom lists are also supported.
In addition, this chapter describes how to backup and restore DocuSign SA Connector for SharePoint
configurations.
Configuring at the SharePoint Installation Level
At the SharePoint installation level, configure the following:
 Parameters related to server authentication mode.
 The document library default settings (optional).
Configuring General Settings Parameters
To configure general settings parameters at the SharePoint Installation level:
1. In the SharePoint Central Administration menu, select General Settings.
Figure 9 DocuSign SA Connector for SharePoint Screen – General Settings Option
2. Click General Settings. The General Settings screen appears:
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Figure 10 General Settings Screen
3. In the DSA authentication mode field, select one of the following options to specify how
users should be authenticated to the Appliance while signing using the DocuSign SA
Connector for SharePoint:
 Standard (Username/Password) – Users need to enter a user ID and a password to be
authenticated for every digital signature operation. This is the default setting.
 Kerberos SSPI (Active Directory) – Users can perform a digital signature operation
which relies on the existing login to the Microsoft Domain. Users do not need to provide
any additional credentials upon signing.
 Claim Based Authentication – Users can perform digital a signature operation which
relies on the identity of the user in SharePoint.
Note: If you select Kerberos SSPI, you must perform additional configurations in Microsoft
SharePoint to enable ticket based signatures. Refer to Enabling Ticket-Based Signatures.
In Addition, in Active Directory you must go to User and Computers  Computers, select the
SharePoint server machine, click Properties, and select trust this computer for delegation to any
service (Kerberos).
Note: If you select Claim Based authentication, additional configurations are required.
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4. Optionally, select the Require extended password checkbox. An extended password should
be used when the Signature Appliance is configured to use a RADIUS-based password for
every signature operation (Extended Authentication Mode). Usually this mode will be used for
providing an OTP (One Time Password) for every digital signature operation.
5. Optionally, select the Force upper case user name checkbox. If you select this option, the
user name is converted to all upper case letters (e.g., JOHN SMITH) during the signing
operation. This action is necessary if SharePoint is installed in an Active Directory environment
(in which user names are case insensitive), but the Appliance is installed in a directory
independent environment (in which user names are case sensitive). In such a case, you must
also make sure that the user names of all users inside the Appliance are defined in upper case
letters only.
6. Optionally, select the Disregard task’s assigned user checkbox. If you select this option, the
assigned user may enter a different signer name; in other words, a signer other than the
assigned user can complete the signature task.
7. Optionally, select Multiple Signatures Mode. This mode enables signers to remain on the
signed page after a signature was applied, instead of automatically being redirected back to
the document library. This feature is very useful in cases where a user expects to review the
applied signature or when a user may apply more than one signature to a selected document.
8. Optionally, select Automatically Fill Title (Position). If this parameter is set, then the
SharePoint deployment can be configured to be synchronized with the Microsoft Active
Directory and thus get the Title (Position) information of the end user.
9. Optionally, select Signature Locators. If this parameter is set, users will be able to sign
existing signature locators in the PDF documents in addition to regular signature fields. For
more information about Signature Locators, please refer to the DocuSign Signature Appliance
Signature APIs Developer’s Guide.
10. Optionally, fill in the Domain Filter parameter. This parameter is used in cases where the
DocuSign SA Connector for SharePoint redirects users to an internal site as part of the signing
ceremony. When the Domain Filter parameter is not empty it can include only the allowed
domains. The allowed domains can be separated using a semicolon.
11. Optionally, select Multiple Graphical Signatures Mode. This mode enables signers to select
which graphical signature to use as part of the signature ceremony. This mode will be
available only if the user already has more than one graphical signature. For more information
about how this functionality is implemented, refer to Chapter 5: Using the DocuSign SA
Connector for SharePoint for Signing Documents, Forms and Items.
If users typically have only one graphical signature it is advised not to enable this feature.
12. Click Save to save the configuration settings.
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Enabling Ticket-Based Signatures
To enable ticket-based signatures for Kerberos authentication:
1. Go to the SharePoint Central Administration menu.
2. Select Security > General Security > Specify Authentication Providers.
3. Select the default zone.
4. Select the IIS Auth Settings section.
5. Select Integrated Windows authentication.
6. Select Negotiate Kerberos.
7. Click OK.
Configuring Document Library Default Settings
Modifying the Document Library default configuration eliminates the burden of manually changing
configuration in individual Document Libraries because default settings are automatically inherited
when a new Document Library is created in SharePoint.
To configure document library default settings at the SharePoint Installation level:
1. In the SharePoint Central Administration menu, select DocuSign SA Settings.
Figure 11 DocuSign SA Connector for SharePoint Screen – Document Library default settings
2. Click Document Library default settings. The Document Library default settings screen
appears.
Various default settings can be configured, as described in detail below:
Activating the DocuSign SA Connector for SharePoint at the Site
Collection Level and Site Level
Each SharePoint website can be configured to support DocuSign SA digital signatures for the
documents and lists defined for the site.
Activating DocuSign SA Connector for SharePoint at the Site Collection Level
In order to enable the DocuSign SA Connector for SharePoint for a site collection, you must activate
at least some DocuSign SA Connector features for every site collection that requires the use of digital
signatures.
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To activate the DocuSign SA Connector for SharePoint features for a site collection:
1. Go to the Site Settings screen for the site, and click Site collection features in the Site
Collection Administration section.
Figure 12 Site Collection Administration – Site Collection Features Screen
2. Click Activate to activate each of the following DocuSign SA Connector for SharePoint
features:
 DocuSign SA Connector for SharePoint. This enables all sites that are part of this site
collection to use DocuSign SA Connector for SharePoint. If this feature is not enabled, you
will not be able to use DocuSign SA Connector for SharePoint for this site collection.
 DocuSign SA Connector for Workflows. This enables using DocuSign SA Connector for
SharePoint as a custom task. For more information, refer to Chapter 6: Using DocuSign
SA Connector with SharePoint Workflows.
Activating the DocuSign SA Connector for SharePoint at the Site Level
In order to enable the DocuSign SA Connector for SharePoint for a site, each of the features listed in
Verifying the Deployment must be activated on every site that requires the use of digital signatures.
To activate the DocuSign SA Connector for SharePoint features for a site:
1. Go to the Site Settings screen for the site, and click Manage site features in the Site Actions
section.
Figure 13 Site Settings – Features Screen – SharePoint 2013
2. Click Activate to activate each of the following DocuSign SA Connector for SharePoint
features:
 DocuSign SA Connector for SharePoint Document Libraries. This also enables signing
InfoPath forms in SharePoint Form libraries.
 DocuSign SA Connector for SharePoint Lists.
Most users must activate all of these features, but some users may not need to activate all of
them.
Optionally, click Deactivate to deactivate features for sites or site collections.
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You now need to define DocuSign SA settings in the relevant document libraries, form libraries
or lists. In order to sign and verify documents, forms or items, you must at least enable
DocuSign SA digital signatures in the document libraries, form libraries, or lists. For
instructions, refer to:
 Defining DocuSign SA Settings in Document Libraries and Form Libraries.
 Defining DocuSign SA Settings in Lists.
Defining DocuSign SA Settings in Document Libraries and Form Libraries
You can define DocuSign SA settings for every document library and form library of a SharePoint site.
Custom document libraries are supported as well.
To define the DocuSign SA settings for a document library or form library:
1. Go to the relevant document library or form library.
2. Select Library Settings.
3. Select DocuSign SA Signature Settings.
Figure 14 DocuSign SA Connector Digital Signature Settings Screen
4. Click Configuration Settings. The DocuSign SA Configuration Settings screen appears.
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Figure 15 DocuSign SA Connector Configuration Settings Screen – for Documents or Forms
5. Set the configuration settings as follows:
 Enable DocuSign SA Signatures – Select Yes. Otherwise, you will not be able to use
DocuSign SA Connector for SharePoint for this document/form library.
 Enable automatic verification of digital signatures – Select Yes if you want to enable
automatic signature verification upon checking in a document/form. This will also update all
digital signature attributes for checked-in documents/forms.
Note: The parameter Require documents to be checked out before can be edited must
be set to Yes in order to be able to activate the Enable automatic verification of digital
signatures parameter. If it is not, go to the Document/Form Library Settings > Version
Settings screen and select Yes for the Require documents to be checked out before can
be edited parameter.
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 Logged-in User – During the act of performing a digital signature, a window appears
prompting the signer to provide credentials. Select Yes to define that logged-in users must
reenter their usernames for every digital signature operation, or select No to define that the
logged-in user’s name is automatically recognized and displayed in the username field.
It is recommended that you enable this feature when the DocuSign Signature Appliance is
installed in Active Directory environments.
 Predefined Reasons for signing – When a user signs, the user needs to enter the
reason for having done so:
 Enforce Predefined Reasons – Select Yes to specify that the user must select a
reason from the predefined reasons list.
 Predefined reasons list – Specify a list of reasons. In the Enter new reason field,
enter text for a reason and click Add to add it to the list. You can also delete an entry
from the list by selecting it and clicking Delete.
Note: You can also define reasons per content type. For more information, refer to Defining
the Content Type Settings.
Defining the Content Type Settings
In SharePoint, documents or forms can be classified according to predefined content types. Every
document or form that is managed in SharePoint has a content type, for which specific settings can be
defined. In addition, for every content type, several signature profiles can be defined. Each signature
profile is identified by a name, and can be used to define signature field characteristics.
Note: Before defining content type settings, make sure you set Enable DocuSign SA Signatures
to Yes in the DocuSign SA Configuration Settings screen (Figure 15). Otherwise, you will not see
any items in the list of content types (Figure 16).
To define the content type configuration settings:
1. Go to the relevant document library or form library.
2. Select Library Settings.
3. Select DocuSign SA Digital Signature Settings.
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Figure 16 DocuSign SA Digital Signature Settings Screen – Selecting a Content Type
4. Select a content type.
The Content Type Settings screen appears (Figure 17).
Figure 17 Content Type Settings Screen
5. Click Configuration Settings.
The Content Type Configuration Settings screen appears.
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Figure 18 Content Type Configuration Settings Screen
6. Set the configurations as follows:
 User-Generated Signature Fields – Select No to define that a user will only be able to
sign using the Signature Profiles you have defined for this Content Type. Select Yes to
define that a user will also be able to sign any additional signature fields that were created
in the document.
 New Signature Fields- Select No to forbid adding new visible signature profiles using the
graphical PDF viewer mechanism. Select Yes to allow adding new signature profiles to a
given PDF document. For more information, refer to Creating a New Signature Field and
Signing it.
 New Signature Field Settings – If you specified Yes in New Signature Fields, you can
set the following parameters:
 Enable users to change new signature field settings? – Specify whether the user can
set which elements will appear in a new signature field. If you check this box, the user can
select or deselect any of the following elements:
 Signed by
 Reason
 Logo
 Date/Time
 Graphical Signature
 Initials
 Title
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Note: You cannot select both the Graphical Signature and the Initials options.
 Date Format – The format of the date field in the signature time.
 Time Format – The format of the time field in the signature time.
 Display GMT Offset – Whether to display the GMT offset in the signature time.
 Graphical Signature Location – Defines the location of the graphical signature inside the
signature block.
 Left – The signature block will be split into two equal halves vertically. The graphical
image will be positioned in the left half.
 Top – The signature block will be split into two equal halves horizontally. The graphical
image will be positioned in the top half.
 Predefined Reasons for Signing – When a user signs, the user needs to enter the
reason for having done so:
 Enforce Predefined Reasons – Select Yes to define that the reasons list is enforced,
in which case the user must select a reason from the predefined reasons list.
 Predefined reasons list – Specify a list of reasons. In the Enter new reason field,
enter text for a reason and click Add to add it to the list. You can also delete an entry
from the list by selecting it and clicking Delete.
Note: By default, the definition for this parameter at the Content Type Settings level
overrides the definition set at the document/form library level. If, however, the list of reasons
is left empty, then both the list of available reasons and the Enforce Predefined Reasons
status is taken from the document/form library configuration.
Defining Signature Profile Settings
Several signature profiles can be defined for every content type. A signature profile defines the
characteristics of a signature field. For PDF documents, these characteristics are used for generating
a new signature field following a digital signature operation.
Note: Signature profiles are fully supported for PDF documents because signature fields can be
created in a PDF document during the digital signature operation. In other document types (such as
doc, docx, forms, etc.), the signature fields need to be created in advance.
To define the Signature Profile settings:
1. In the DocuSign SA Digital Signature Settings screen (Figure 14), select a content type. The
Content Type Settings screen appears (Figure 17).
2. Click Create new Signature Profile. The Signature Profile screen appears.
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Figure 19 Signature Profile Screen
3. Configure the signature profile settings as follows:
 Signature Profile Name – Define the name and details of the signature profile:
 Name – Enter the identity of the signature profile, which is the name of the signature
field created in the documents. The name is case sensitive, and can be composed only
of alphanumeric characters and the following symbols: -, =, _.
 Description – Optionally, enter descriptive information about the signature field.
 Default Signature Profile – Define whether this profile is the default profile of the content
type.
 Allow Signature Reason – Define whether a reason will be included in the signature. The
reason can be visible or non-visible in the signature. This option is relevant to .pdf, .docx
and .xlsx file types as well as InfoPath forms.
 Signature Visibility – Define whether the signature field is visible or not.
 Signature Field Details – Define the visible content of the signature field. You can select
or deselect all required elements from the following list:
 Signed By
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 Reason
 Logo
 Date/Time
 Graphical Signature
 Initials
 Title
Note: You cannot select both the Graphical Signature and the Initials options.
 Graphical Signature Location – Defines the location of the graphical signature inside the
signature block.
 Left – The signature block will be split into two equal halves vertically. The graphical
image will be positioned in the left half.
 Top – The signature block will be split into two equal halves horizontally. The graphical
image will be positioned in the top half.
 Time/Date Appearance Format – Define the date and time format for the signature
profile:
 Date Format – The format of the displayed signature date.
 Time Format – The format of the displayed signature time.
 Display GMT Offset – Defines whether the signature time includes a GMT offset.
 Signature Size and Location – Define the location of the signature on the page – its X,Y
coordinates, its width and height. In addition, specify on which page the signature is
located – either enter a page number, or specify that the page is the penultimate (next to
last) or last page of the document.
4. Click Save.
Updating Signature Profile Settings
You can update the settings of an existing signature profile.
To update a Signature Profile’s settings:
1. In the DocuSign SA Digital Signature Settings screen (Figure 14), select a content type. The
Content Type Settings screen appears (Figure 17).
2. Select a signature profile. The Signature Profile screen appears (Figure 19).
3. Update the Signature Profile’s settings. For an explanation of the various fields in the screen,
see the explanations in Defining Signature Profile Settings.
4. Click Save.
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Deleting a Signature Profile
You can delete an existing signature profile.
To delete a Signature Profile:
1. In the DocuSign SA Digital Signature Settings screen (Figure 14), select a content type. The
Content Type Settings screen appears (Figure 17).
2. Select a signature profile. The Signature Profile screen appears (Figure 19).
3. Click Delete. The signature profile is deleted.
Creating a Signature Profile by Loading a Signature Field from a Document Template
You can create signature profiles by loading signature fields from a document serving as a template
for creating signature profiles.
Important: This operation deletes all existing signature profiles in the relevant content type, and
creates new signature profiles according to the existing signature fields in the document serving as a
template.
Note: You cannot generate signature profiles from an InfoPath template.
To generate signature profiles from signature fields inside a document template:
1. In the DocuSign SA Digital Signature Settings screen (Figure 14), select a content type. The
Content Type Settings screen appears (Figure 17).
2. Click Assign Signature Profiles from template. The Assign Signature Profiles screen
appears.
Figure 20 Assign Signature Profiles Screen
3. To the right of the Template Locations field, click Browse to locate and select a document
that already includes signature fields. This document will serve as the template.
4. Click OK.
All signature profiles previously defined for the content type are permanently deleted. New
signature profiles are generated for every existing signature field in the document template.
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Note: Both unsigned signature fields and signed signature fields are used for creating signature profiles.
Configuring Column Availability in Document/Form Libraries and Lists
You can configure which signature-related columns will be available for display, for every managed
document or form in a SharePoint document library or form library and for every managed list.
Starting from DocuSign SA Connector for SharePoint version 6.1, the columns that will be available
for display can be selected in the standard SharePoint fashion.
To view the columns currently available for display:
1. Select Site Settings > Web Designer Galleries > Site Columns
2. View the available columns.
Figure 21 Site Columns Screen
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To specify which columns will be available for display:
1. Open the appropriate Settings screen as follows:
 For a document or form – Navigate to the relevant document library or form library, and
select Library Settings.
 For a list – Navigate to the relevant list, and select List Settings.
Figure 22 Settings Screen
2. To add a column from the list of columns, in the Columns section click Add from existing
site columns.
The Add Columns from Site Columns window appears.
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Figure 23 Add Columns from Site Columns Screen
3. Filter the site columns to view only the DSA Signature Columns. To do so, select DSA
Signature Columns in the Select site columns from drop-down list.
4. Use the Add > button to specify which columns will be available for the document/form library
or list. The columns include:






Last Signature Reason – Reason for the most recent signature in the document.
Last Signature Status – Verification status of the most recent signature in the document.
Last Signature Time – Time of the most recent signature in the document.
Last Signer Name – Signer name of the most recent signature in the document.
Last Verified On – Date when the document was verified.
Signature Status – The overall status of all signatures in the document. The possible
statuses are:
 Not Signed – The document does not contain digital signatures.
 Unknown – The document's signature status has not been verified yet.
 Valid Signatures – The document contains at least one digital signature, and all
signatures are valid.
 Invalid Signature – The document contains at least one invalid digital signature.
 Signature Count – Number of signatures in the document.
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5. Optionally, select Add to default view to specify that the added columns be part of the default
view.
Configuring Column Display for a Document/Form Library
You can configure which columns of information will be displayed for every managed document or
form in a SharePoint document library or form library.
To configure which columns to display for a SharePoint document/form library for a given
view:
1. Navigate to the Edit View screen from the Library ribbon.
Figure 24 Edit View Screen
2. Specify for which view you are defining the columns to display:
 Name – Define the displayed name and web address for the document/form library:
 View Name – Define the name which is displayed for the document/form library in
SharePoint. Make sure to define a name which will be easily understood by users.
 Web address of this view – Define the final portion of the web address at which the
document/form library is to be stored.
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3. Specify which columns to display, as follows:
 Columns – For each available column type, select or unselect the Display checkbox to
define whether the column should be displayed or hidden, and in the Position from Left
drop-down lists, define the order of the columns starting from the left side of the screen.
Note that the available columns are the ones you previously defined as available in
Configuring Column Availability in Document/Form Libraries and Lists.
Note: You can still use the old column selection mechanism because DocuSign SA Connector for
SharePoint is backward compatible (the columns appear in the DocuSign SA Configuration Settings
for the Document/Form Library or List).
If you want to use the new column selection mechanism, deselect all previous column settings and
save the configuration. From now on you can use the new mechanism.
The following figure demonstrates a document library view with signature related information:
Figure 25 Documents with Additional Signature Information Displayed – Example
Defining DocuSign SA Settings in Lists
You can define DocuSign SA settings for every list in a site.
Custom lists are supported as well.
Note: It is recommended to backup all signature related information in a list before configuring
DocuSign SA settings in the list.
To define a list’s DocuSign SA settings:
1. Navigate to the relevant list, and go to the List Settings option.
2. Click the DocuSign SA Digital Signature Settings option. The DocuSign SA Configuration
Settings screen appears.
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Figure 26 DocuSign SA Configuration Settings Screen – For Lists
3. Set the configuration settings as follows:
 Enable DocuSign SA – Select Yes.
Note: Setting Enable DocuSign SA to No causes all existing signature information to be deleted
from this list.
 Enable Automatic Signature Verification – Select Yes if you want to enable automatic
signature verification when updating an item.
 Disable Multiple Signing – Select Yes if you want to disable the option of signing multiple
list items simultaneously.
 Logged-in User – During the act of performing a digital signature, a window appears
prompting the signer to provide credentials. Select Yes to define that logged-in users must
reenter their usernames for every digital signature operation, or select No to define that the
logged-in user’s name is automatically recognized and displayed.
It is recommended that you enable this feature when DocuSign SA is installed in Active
Directory environments.
 Enable Delete Signatures – When enabled, additional buttons are displayed on the List
Item Signatures page, enabling users to delete previously created signatures. When
disabled, existing signatures cannot be deleted.
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 Columns to Sign – Define which columns in the list item are authorized when the user
signs. To add a column, select the column in the Available list columns area and click
Add. To remove a column, select the column in the Selected list columns area and click
Remove.
 Reasons for Signing:
 Require signers to add signature reason – Select Yes to define that signers must
enter a reason every time they sign an item from this list.
 Enforce Predefined Reasons – Select Yes to define that the reasons list is enforced, in
which case the user must select a reason from the predefined reasons list.
 Predefined reasons list – Specify a list of reasons. In the Enter new reason field,
enter text for a reason and click Add to add it to the list. You can also delete an entry
from the list by selecting it and clicking Delete.
Configuring Column Display for a List
The columns available for display can be selected in the standard SharePoint fashion. For instructions
on how to specify which columns are available for display in a list, refer to Configuring Column
Availability in Document/Form Libraries and Lists.
After specifying which columns are available for display, you can specify for a given view which
columns to actually display.
To configure which columns to display for a list for a given view:
1. Navigate to the Edit View screen.
Figure 27 Edit View Screen
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2. Specify for which view you are defining the columns to display:
 Name – Define the displayed name and web address for the list:
 View Name – Define the name which is displayed for the list in SharePoint. Make sure
to define a name which will be easily understood by users.
 Web address of this view – Define the final portion of the web address at which the
list is to be stored.
3. Specify which columns to display, as follows:
 Columns – For each available column type, select or unselect the Display checkbox to
define whether the column should be displayed or hidden, and in the Position from Left
drop-down lists, define the order of the columns starting from the left side of the screen.
Note that the available columns are the ones you previously defined as available in
Configuring Column Availability in Document/Form Libraries and Lists.
The following figure demonstrates a list view with signature related information:
Figure 28 List items with Additional Signature Information Displayed – Example
Backing Up and Restoring DocuSign SA Connector for SharePoint
Configurations
It is recommended to make a backup whenever changes are made to the configuration of the
DocuSign SA Connector for SharePoint.
Backing Up Configuration Parameters
Note: Backup files do not include security-related configuration parameters.
Note: The backup operation requires “Site Collection Administrator” privileges.
To back up the DocuSign SA Connector for SharePoint configuration to a file:
1. Go to the SharePoint Central Administration menu.
2. Click DocuSign SA Settings. The DocuSign SA Settings screen appears.
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Figure 29 Central Administration – DocuSign SA Settings Screen – Backup Configuration option
3. Click Backup configuration. The Backup Configuration screen appears.
Figure 30 Backup Configuration Screen
4. Click the here link. A standard file save window appears. Specify the path of the backup file
and press Enter. The backup file is saved.
Restoring Configuration Parameters
To restore a DocuSign SA Connector for SharePoint configuration from a file:
1. Go to the SharePoint Central Administration menu.
2. Click DocuSign SA Connector for SharePoint. The DocuSign SA Settings screen appears.
Figure 31 DocuSign SA Settings Screen – DocuSign SA Settings Screen – Restore Configuration Option
3. Click Restore Configuration. The Restore Configuration screen appears.
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Figure 32 Restore Configuration Screen
4. To the right of the Backup Location field, click Browse and locate the configuration backup
file.
5. Click Restore to restore the configuration.
Note: Restored information does not affect new entities (such as document libraries) that were
created after the backup was performed.
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Chapter 4: Using the DocuSign SA Connector for SharePoint to Prepare
Documents for Signing
Using the DocuSign SA Connector for SharePoint, users can not only sign documents but also
prepare them for signing. Preparing a document for signing means creating empty signature fields
(placeholders for signatures) and specifying various parameters of these fields. Later on, when
signers sign these signature fields, signatures are created according to the specified parameters. This
feature is especially useful combined with signature workflows when signatures are applied by
different entities to the same document. Preparing a document with signature fields enables to
explicitly define which signatures will be applied by different participants in a workflow. The following
section describes how to prepare documents for signing by applying new signature fields.
Preparing PDF Documents for Signing
1. In a document library, select a PDF document.
2. Select Prepare Document either from the DOCUSIGN ribbon or from the item menu.
You are redirected to the Prepare with DocuSign SA page (Figure 33).
Figure 33 Prepare with DocuSign SA Page – Page Components
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The Prepare with DocuSign SA page features the following elements:
 Document Preview – A preview of a page in the selected document.
 Navigation – If the document has more than one page, the navigation element enables
browsing through the different pages.
 New Signature Field – A placeholder that can be resized and moved across the page. This
placeholder represents the desired location of the new signature field.
 Add Field button – Displays a window for setting signature field parameters.
 Save button – Saves the document with its newly created signature fields in the document
library.
 Cancel button – Cancels the operation. Any signature fields that were added are not saved
in the document.
Creating a New Signature Field
To create a new signature field:
1. In the Prepare with DocuSign SA page (Figure 33), place the New Signature Field placeholder
in the desired location. Resize if desired.
2. Click Add Field. The Add Signature Field window is displayed:
Figure 34 Prepare with DocuSign SA Page – Add Signature Field Window
The Add Signature Field window enables setting the appearance settings for the signature as
well as a name for the signature field.
Note: If Signature Field Name is left blank, a unique name is assigned automatically.
3. Click Add. This creates a new signature field in the specified location:
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Figure 35 Prepare with DocuSign SA Page – New Signature Field
4. Optionally create additional signature fields by placing the New Signature Field placeholder in
a different location and then clicking Add Field.
5. After adding all desired new signature fields, click Save to save them to the current document.
Note: If a PDF document already has a signature, an error is displayed when selecting Prepare
with DocuSign SA. This is to prevent invalidation of existing signatures caused by any change to
the document (the addition of empty signature fields is considered a change).
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Preparing Word/Excel Documents for Signing
To add signature fields to MS Word or Excel documents, they must first be converted to PDF format.
Converting a document to PDF format
To convert an MS Word or Excel Document to PDF:
1. Select a Word or Excel document within a document library.
2. Select Prepare with DocuSign SA either from the DOCUSIGN ribbon or from the item menu.
You are redirected to the Convert to PDF page (Figure 36).
Figure 36 Prepare with DocuSign SA Page – Convert to PDF page
3. Specify a Name for the new PDF document that will be created.
Note: If the Overwrite existing file option is not selected, and a file with the same name already
exists in the document library, an error will be displayed.
4. Select the desired Content Type for the new PDF file from the available content types in the
document library.
5. Click Convert to convert the document to a PDF file and store the file in the document library.
After the document is converted to a PDF format, you are redirected to the Prepare with DocuSign SA
page (Figure 33). Refer to the instructions in Preparing PDF Documents for Signing.
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Chapter 5: Using the DocuSign SA Connector for SharePoint for Signing
Documents, Forms and Items
Using the DocuSign SA Connector for SharePoint, users can digitally sign and validate documents,
forms, and items when accessing a site in a Microsoft SharePoint installation. The following sections
describe how to sign and validate documents, forms, and items.
Note: It is also possible to incorporate the DocuSign SA Connector for SharePoint as part of a
Workflow procedure. For more information, refer to Chapter 6: Using DocuSign SA Connector with
SharePoint Workflows.
Note: It is very important that access to the SharePoint server be based on the https protocol and
not on http, since credential information such as the User ID and password are passed from the
user’s PC to the SharePoint server.
Note: An InfoPath form is based on a form template that is defined in the form library. Digital
signature fields are defined in the form template. Therefore, it is forbidden to relocate forms between
different form libraries and thus break the link between the signed form and its original form
template.
Signing and Validating Documents in Document/Form Libraries
Access a document or a form library in SharePoint. The Document Library or Form Library screen
appears:
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Figure 37 Document Library Screen
For each document in the list, you can open the document options menu that enables you to perform
several operations, or use the DOCUSIGN ribbon to perform those operations. The DocuSign SA
Connector for SharePoint enables you to perform the following operations:
 Sign– Enables you to sign the document/form. Refer to Signing PDF Documents, Signing
Microsoft Word/ Excel Documents, and Signing Microsoft InfoPath Web Forms.
 Verify Signatures – Enables you to validate all signatures in the document or a form. Refer to
Validating Document/Form Signatures.
 Review Signatures – Enables you to view all signatures content inside the document/form.
Refer to Reviewing Document/Form Signatures.
 Prepare Document – Enables you to add signature fields to PDF documents. Refer to
Chapter 4: Using the DocuSign SA Connector for SharePoint to Prepare Documents for
Signing.
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Figure 38 Document Library Screen – DocuSign SA Connector for SharePoint Options
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Signing PDF Documents
To sign PDF documents:
1. In a document library, choose a PDF document.
2. Select Sign either from the DOCUSIGN ribbon or from the item menu.
You are redirected to a Sign with DocuSign SA page (Figure 39).
Figure 39 Sign with DocuSign SA Page – Page Components
The Sign with DocuSign SA page features the following elements:
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 Document Preview – A preview of a page in the selected document. After a signature is
applied, the document preview is refreshed and the new signature is displayed.
 Navigation – If the document has more than one page, the navigation element enables
browsing through the different pages.
 Select field to sign – A dropdown list that enables selecting existing signature fields to
sign or adding a new field to sign.
Note: The Add new field to sign option is available from the Select field to sign dropdown list
only if the NewSignatureFields option is enabled.
 Sign button:
 If no additional inputs are required, clicking this button performs the actual
signing operation on the selected signature field.
 If additional inputs are required, clicking this button displays a window
requesting the required inputs
 Done button – Redirects the user back to the document library.
Creating a New Signature Field and Signing it
To create a new signature field and sign it:
1. In the Sign with DocuSign SA page (Figure 39), select the New Signature Location option in
the Select field to sign dropdown list.
A new signature field appears on the document page (Figure 40).
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…
Figure 40 Sign with DocuSign SA Screen – New field to sign
2. Select the desired page using the navigation button, and place the new signature field in the
desired location. You can resize the signature field from its bottom right corner.
3. Click Sign to sign the PDF document in the selected location.
If additional inputs are required, a Sign Ceremony popup screen appears (Figure 41).
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Figure 41 Sign with DocuSign SA Screen – Sign Ceremony Popup
The Sign Ceremony window includes the following main sections:
 Signature appearance section – Each option represents an element that may appear on
the signature or a position of an element.
 Additional details:
 Title (Position) – The title of the person signing the document (for example – VP
Sales). If left blank, it will not be shown on the signature.
Note: Title field can be filled automatically by SharePoint. In order to enable this feature, additional
configuration is required. Signing Reason – The intent of the signer when signing this document. A
reason can be selected from the predefined list. If you select Other reason (enter below), you can
enter your own custom reason.
 Authentication – The contents of this section may vary, depending on the authentication
setup of the DocuSign Signature Appliance. For more information, refer to Configuring
Server Authentication Mode Parameters.
4. Fill in the necessary details in the Sign Ceremony window.
Note: If Date/Time is selected, the format can be controlled from Content Type Configuration
Settings.
5. Click Sign. This finalizes the signing process and creates a new signature.
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Signing an Existing Signature Field
Empty signature fields can be created in a PDF document using DocuSign SA Connector for
SharePoint, as described in Chapter 4: Using the DocuSign SA Connector for SharePoint to Prepare
Documents for Signing.
To sign an existing signature field:
1. In the Sign with DocuSign SA page (Figure 39), select the name of the desired field from the
Select field to sign dropdown list.
Figure 42 Sign with DocuSign SA screen – Signature Fields Dropdown
The document preview displays the page where the selected signature field is located.
2. Click Sign to sign the selected signature field.
Signing with Multiple Graphical Signatures
In order to sign with the ability to select a graphical signature, refer to Configuring General Settings
parameters in order to select the Multiple Graphical Signatures Mode parameter.
Upon performing the signature operation, first the user is request to login to his/her account and then
the user will complete the signature operation by accessing the Signature Appearance tab as follows:
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After a successful login operation, the user can now choose which graphical signature to use as part
of the signature operation:
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The “Login” step is only relevant when authentication to the DocuSign Signature Appliance is done using
Username/Password. In cases where an SSO authentication (such as Kerberos for example) is used,
there will be only one step called – “Sign”.
This functionality is designed to work with documents (Word, Excel and PDF) and InfoPath forms.
Since list items have no graphical signatures support, this feature will not be present in the signing
ceremony.
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Signing Microsoft Word/ Excel Documents
Note: In order to sign Microsoft Word/Excel documents, such documents should be enabled with
signatures by adding Microsoft Signature Lines. Note that a Suggested Signer must be specified for
each Signature Line. For more information, see the DocuSign Signature Appliance User Guide.
To sign an MS Word or Excel document:
1. In a document library, choose a Microsoft office document (of type Word or Excel).
2. Select Sign either from the DOCUSIGN ribbon or from the item menu.
You are redirected to a Sign with DocuSign SA page.
3. Select a desired field (signature line) from the Select field to sign dropdown list.
4. Click Sign to sign the document.
Note: When selecting a signature field in a Word or Excel document, the page display does not
change.
Signing Microsoft InfoPath Web Forms
The InfoPath 2010/2013 digital signature mechanism supports multiple and sectional digital
signatures. The solution is based on placing digital signature fields inside an InfoPath form template.
This task is usually performed by the designer.
The template files are uploaded to SharePoint and then used for creating actual forms, which can be
signed by users. Multiple users can sign the same signature field.
It is highly recommended to read the chapter on signing InfoPath forms in the DocuSign SA User
Guide to learn how to design an InfoPath form with an empty signature field and how InfoPath is used
to generate digital signatures.
By using the DocuSign SA Connector for SharePoint module, these forms can be signed without
having to install Microsoft InfoPath in the signer's PC.
Publishing InfoPath Forms to SharePoint
To publish InfoPath forms to SharePoint:
1. Using InfoPath designer, open an InfoPath template that is enabled with digital signature
fields.
2. From the ribbon, choose File  Publish  SharePoint Server.
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Figure 43 InfoPath Designer – Publish to SharePoint
3. Provide a valid SharePoint site URL and click Next.
4. Make sure to choose Enable this form to be filled out by using a browser. Choose Form
Library so that the form will be published as a template for a new or existing form library.
5. Finish the process by choosing to create a new library or by choosing to update an existing
library.
Signing an InfoPath Web Form from a Form Library
To sign an InfoPath form from a form library:
1. In a form library, choose an InfoPath form.
2. Select Sign either from the DOCUSIGN ribbon or from the item menu.
You are redirected to a Sign with DocuSign SA page (Figure 44).
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Figure 44 Sign with DocuSign SA Page – sign on InfoPath form
3. Select a desired field (signature line) from the Select field to sign dropdown list.
4.
Click Sign to sign the document.
Note: For InfoPath forms, a preview is not available.
Validating Document/Form Signatures
To validate document/form signatures:
1. In the Document Library or Form Library screen, click the arrow to the right of the
document/form name to display the list of options (Figure 38).
2. Select Verify Signatures from the list of options (Figure 38).
OR
3. In the Document Library or Form Library screen, select document(s) by selecting the
corresponding checkbox(es).
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4. In the DOCUSIGN ribbon, click Verify Signatures (Figure 38).
Note: Using the Verify Signatures option in the list of options, you can validate a single
document/form. Using the Verify Signatures option in the DOCUSIGN ribbon, you can validate a
single document/form or multiple documents/forms.
All signatures of the selected document(s) or form(s) are validated, and the current view of the
document(s) or form(s) is updated.
Reviewing Document/Form Signatures
To review document/form signatures:
1. In the Document Library or Form Library screen, click the arrow to the right of the
document/form name to display the list of options (Figure 38).
2. Select Review Signatures. The Document/Form Signatures screen appears.
OR
3. In the Document Library or Form Library screen, select a document by selecting the
corresponding checkbox.
4. In the DOCUSIGN ribbon, click Review Signatures (Figure 38).
The Document Signatures screen appears (Figure 45).
Figure 45 Document Signatures Screen
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The screen includes document identification and additional signature related information such
as the signature status, signatures summary, and validation statuses of all the signatures of
the selected item.
5. To view the signer’s certificate, click the linked name in the Signed By field.
Signing and Validating Items in Lists
Access a list in a SharePoint site. The All Items screen appears.
Figure 46 All Items Screen
For each item in the list, you can open the item option menu that enables you to perform several
operations, or use the DOCUSIGN ribbon to perform those operations. The DOCUSIGN Connector
for SharePoint enables you to perform the following operations:
 Sign– Enables you to sign the item. Refer to Signing Items.
 Verify Signatures – Enables you to validate all signatures in the item. Refer to Validating Item
Signatures.
 Review Signatures – Enables you to view all signatures content inside the item. Refer to
Reviewing Item Signatures.
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Figure 47 All Items Screen – DocuSign SA Connector for SharePoint Options
Signing Items
To sign items:
1. In the All Items screen, click the arrow to the right of the item name to display the list of item
options (Figure 47).
2. Select Sign.
OR
3. In the All Items screen, select list item(s) by selecting the corresponding checkbox(es).
4. In the DOCUSIGN ribbon, click Sign (Figure 47).
Note: Using the Sign option in the list of item options, you can sign a single item. Using the Sign
option in the DOCUSIGN ribbon, you can sign a single item or multiple items.
The Sign with DocuSign SA screen appears (Figure 48).
Note: If the signing user does not need to provide any input for the digital signature operation, the
Sign with DocuSign SA screen (Figure 48) does not appear, and a digital signature operation is
immediately performed on the item(s).
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Figure 48 Sign with DocuSign SA Screen for an Item
The screen’s content is displayed according to the defined configurations.
5. Optionally, review details of the item(s) before signing.
 If you are signing a single item (Figure 48), click the Item name link. The standard
Microsoft SharePoint Item Details page appears.
 If you are signing multiple items (Figure 51), select an item in the Items to sign drop-down
list and click View Details. The standard Microsoft SharePoint Item Details page appears.
6. Select the desired settings. The following fields may appear:
 Reason for Signing – Depending on the settings defined in the list settings, a list of
available reasons is displayed from which the user can select the appropriate reason for
signing. Furthermore, depending on these settings, a field enabling users to manually enter
a reason for signing may also be displayed.
 User Name and Password – Depending on the settings defined and the type of
environment (Active Directory, etc.) the user may be required to enter a user name and
password, and possibly the extended password (the signature password). For more
information, refer to the explanations following Figure 10.
7. Click Sign.
After Signing an Item
If the digital signature is successful, you are directed to the list Default View, and the digital signature
attributes are displayed.
Note: The signing user must have only one certificate in the user’s account in the DocuSign SA
appliance. If the user has more than one certificate, an error appears when the user attempts to
sign.
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Validating Item Signatures
To validate item signatures:
1. In the All Items screen, click the arrow to the right of the item name to display the list of item
options (Figure 47).
2. Select Verify Signatures.
OR
3. In the All Items screen, select list item(s) by selecting the corresponding checkbox(es).
4. In the DOCUSIGN ribbon, click Verify Signatures (Figure 47).
Note: Using the Verify Signatures option in the list of item options, you can validate a single item.
Using the Verify Signatures option in the DOCUSIGN ribbon, you can validate a single item or
multiple items.
All signatures of the selected item(s) are validated, and the current view of the item(s) is updated.
Reviewing Item Signatures
To review item signatures:
1. In the All Items screen, click the arrow to the right of the item name to display the list of item
options (Figure 47).
2. Select Review Signatures.
OR
3. In the All Items screen, select a list item by selecting the corresponding checkbox.
4. In the DOCUSIGN ribbon, click Review Signatures (Figure 47).
The List Item Signatures screen appears.
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Figure 49 List Item Signatures Screen
The screen includes item identification and additional signature related information such as the
signature status, signatures summary, and validation statuses of all the signatures of the
selected item.
5. To view the signer’s certificate, click the linked name in the Signed By field.
Signing and Validating Entire Lists
You can perform the following operations on an entire list:

Sign all items in a list – Refer to Signing All List Items.

Verify all items in a list – Refer to Verifying All List Items.
Signing All List Items
To sign all items in a list:
1. In the List toolbar, open the DOCUSIGN ribbon (Figure 50) and click Sign all List Items.
Figure 50 Sign All List Items and Verify All List Items
A Sign with DocuSign SA screen appears (see Figure 51).
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Figure 51 Sign with DocuSign SA – for All List Items
2. Optionally, review an item’s details by selecting it in the Items to sign drop-down box and
clicking View Details.
3. Specify the signature settings. For explanations of the fields appearing in the screen, refer to
the explanations in Signing Items.
4. Click Sign
All items in the list are signed.
Verifying All List Items
To verify all items in a list:
 In the List toolbar, open the DOCUSIGN ribbon (Figure 50) and click Verify all List Items.
All signatures of all items in the list are validated, and the signature attributes of items in the
list are refreshed.
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Chapter 6: Using DocuSign SA Connector with SharePoint Workflows
DocuSign SA Connector for SharePoint provides several ways of enabling SharePoint workflows with
digital signatures. When building a SharePoint workflow either with Microsoft Visual Studio, Microsoft
SharePoint Designer or Nintex Workflows Designer, the workflow can be enabled with digital
signatures using the following actions:
 Request Signature – A workflow task that prompts a user to sign a document/form/list item. In
order to complete this task, a user will either have to sign a document or reject signing.
 AutoSign – A workflow action that signs on a document/form/list item without user interaction.
 Verify Digital Signatures – A workflow action that will verify a document/form/list item and
retrieve relevant information regarding digital signatures.
This chapter describes, for both SharePoint Designer and Nintex, how an administrator can:
 Activate DocuSign SA Connector for workflows as a custom task.
 Configure signature/verification actions in a workflow.
The chapter also describes how an end user can:
 Start a workflow.
 Sign a document as part of a workflow.
Note: Before you can use DocuSign SA Connector for SharePoint workflow actions, you must first
install, deploy and configure the DocuSign SA Connector for SharePoint solution, as described in
Chapters 2 and 3.
Activating DocuSign SA Connector for Workflows as a Custom Task
To enable DocuSign SA Connector to work with either SharePoint Designer or Nintex, you must first
activate the DocuSign SA Connector for workflows as a custom task.
To configure DocuSign SA Connector for workflows as a custom task:
1. In the Site Settings screen for the Home site (root site), go to the Site Collection
Administration column and click Site Collection Features. The Features screen appears.
Figure 52 Site Collection Administration – Features Screen
2. Verify that the DocuSign SA Connector for Workflows feature is activated.
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Using DocuSign SA Connector with SharePoint Designer Workflows
Microsoft Office SharePoint Designer is a specialized HTML editor and web design freeware for
creating or modifying Microsoft SharePoint sites, workflows and web pages. In order to leverage
DocuSign SA Connector in SharePoint Designer workflows, DocuSign SA Connector provides three
custom actions, available from the Action menu:
Figure 53 SharePoint Designer –DocuSign SA Custom Actions
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Configuring a Request Signature Custom Task in SharePoint Designer
A Request Signature action creates a “signature task” that prompts a user or a group of users for a
signature on a document/form/list item. Because this is a “user interaction” action, the workflow waits
until this task is completed. The configuration parameters are illustrated by Figure 54.
Figure 54 SharePoint Designer –Request Signature custom task
The Request Signature task includes the following configuration parameters:
 Task name (optional) – Specifies the name of the task that will be created. This name will
appear as the task “title”, as illustrated in Figure 55.
 User/group (mandatory) – Specifies the user or a group of users that will receive this
“signature task”. If a group was specified, the first person in the group to complete the task (by
either signing or rejecting) causes the workflow to advance to the next step of the process.
 Signature outcome (mandatory) – An output parameter with two possible values:
 Signed – A user signed a document
 Rejected – A user rejected the signing operation
 Signer comments (mandatory) – Output parameter that specifies the reason for signing or
rejecting to sign.
Figure 55 Workflow Task - Sign with DocuSign SA
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Configuring an AutoSign Custom Action in SharePoint Designer
The AutoSign action provides digital signature functionality without user interaction. It executes
silently and signs the desired item using the specified parameters (see Figure 56).
Figure 56 SharePoint Designer –AutoSign custom action
The AutoSign action includes the following configuration parameters:
 Signature Profile (mandatory) – In case of a document/form, specifies the name of the
existing field/signature profile to be signed. For more information about signature profiles, refer
to Defining Signature Profile Settings.
 Signing Reason (optional) – Specifies a reason for signing that will be embedded into the
signature. If a signature field/profile/list item is configured to require a reason for signing,
leaving this field empty will result in an error.
 Title (Position) (optional) - Specifies the title (position) of a person in the organization. The
specified value will appear on the signature. If a signature field/profile/list item is configured to
require a title, leaving this field empty will result in an error.
 Item ID (mandatory) – Specifies the Item ID of the document/form/list item to be signed. If the
desired item to be signed is the “current item”, this field should be set to 0.
 Username (mandatory) – Specifies the DocuSign SA username that will be used for signing.
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 Password (mandatory) – Specifies a password of the user who will be used for signing.
 SignatureOutcome (mandatory) – An output parameter that indicates the outcome of a
signing operation. In case of successful signing, the parameter is set to “Signed”. In any other
case, the parameter receives the error message that prevented signing.
Configuring a Verify Digital Signatures Custom Action in SharePoint Designer
The Verify Digital Signatures action retrieves digital signatures related information for an item and
stores it in workflow variables (see Figure 57)
Figure 57 SharePoint Designer –Verify Digital Signatures custom task
The Verify Digital Signatures action includes the following configuration parameters:
 Item ID (mandatory) – Specifies the Item ID of the document/form/list item to be signed. If the
desired item to be signed is the “current item”, this field should be set to 0.
 Document Status (mandatory) – An output parameter that specifies whether the document is
valid (all signature are valid) or invalid (one or more signatures are invalid)
 Numbers of valid (mandatory) – Specifies the number of valid signatures in the
document/form/list item.
 Number of unsigned (mandatory) – Specifies the number of empty signature fields / lines in
the document / form.
 Last signer name (mandatory) – Specifies the full name of the last person who signed this
document/form/list item.
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Using DocuSign SA Connector with Nintex Workflows
Nintex Workflow is a third party drag-and-drop workflow designer that adds connectivity and advanced
workflow features to the Microsoft SharePoint platform. DocuSign SA connector can be used within a
Nintex designer as a custom action, or as a “custom task” in a Nintex “to-do” task. Within Nintex
workflows:
 AutoSign with DocuSign SA and Verify Signatures are custom actions (see Figure 58).
 Signing with DocuSign SA is a custom task that can be used within a native Nintex To-Do task
(see Figure 59).
Figure 58 Nintex Designer –DocuSign SA Custom Actions
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Figure 59 Nintex Designer – DocuSign SA Workflow Signature Task
Note: For more information about Nintex Workflows, refer to Nintex documentation.
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Adding DocuSign SA Columns to the Workflow Task list
The workflow’s Task List is used by Nintex to manage user interaction actions. The Task List is
specified for each Nintex Workflow in the Workflow options section of the Workflow Settings window,
as shown in the following figure.
Figure 60 Nintex Designer – Workflow Settings
DocuSign SA connector stores data from signing actions in specific task list columns that need to be
specified. To specify the DocuSign SA columns:
1. Open the Workflow’s Task List.
2. Choose List Settings from the List ribbon.
3. In the Columns section select Add from existing site columns.
4. In Select site columns from field, select DocuSign SA Signature Task Columns, and add
the desired columns to the task list
Figure 61 Nintex Designer – Selecting Site Columns
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Configuring a DocuSign SA Signature Task in a Workflow in Nintex
This section describes how to create a DocuSign SA signature task in a Nintex workflow.
To create a Nintex workflow:
1. Click the Workflow menu in the document library options toolbar.
2. Select Create a Workflow in Nintex Workflow.
Figure 62 Workflow – Create a Workflow using Nintex Designer
3. Start performing the steps required for creating the workflow. At some point in the workflow
definition, you will need to define a DocuSign SA Signature task. This enables you to create a
signature task that will require a user to either sign a document, reject the signing task, or
delegate it.
Add an Assign to-do task to the workflow.
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Figure 63 Assign To-do Task Configuration Screen
4. In the Assignees field specify either a single user or a single group of users. If you specify a
group, the first person to sign or reject the task will complete the task and advance the
workflow to the next step.
5. Select the Allow Delegation checkbox if you wish to enable users to delegate the assigned
task to other users.
6. In the Content Type field:
a. Select Use existing.
a. Select DocuSign SA Workflow Signature Task.
7. In the Signature Profile Name field, optionally specify which signature profile to use for this
task. For example, if the task is that the head of the department must sign the document, but
the document contains many signature fields, you can direct the head of the department to the
specific signature field by selecting the signature profile of the relevant field.
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To specify a signature profile, enter it in the field to the right of the Value drop-down list.
Retrieving Signature Task Outcome and Signer Comments Values in Nintex
A Signature task may have different outcomes after execution. A user might sign the document, or
reject signing the document. In both cases, the task will be executed in the same manner. In cases
where workflow logic is dependent on the results (outcome) of a signature task, the Signature Task
Outcome and Signer Comments values need to be retrieved:
1. Create the following workflow variables:




TaskIDsCollection of type Collection
taskId of type Single line of text
signResult of type Single line of text
signerComments of type Single line of text
2. In the Assign to-do task configuration, set the Store task IDs in option to
TaskIdsCollection.
3. Add a For each loop from the logic and flow actions and open the configuration screen.
 Set the Target collection parameter to TaskIDsCollection.
 Set the Store result in field to the taskId variable.
4. Add a Set variable action from the Operations actions and open the configuration screen.
 Set the Set field to signResult, and the Equals field to List lookup.
 In the Lookup details section (Figure 64), set the following parameters:
 Source = Workflow Tasks
 Field = Signature Task Outcome
 When = ID
 Equals: Workflow Data  taskID
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Figure 64 Nintex Set Variable Task Configuration – Lookup Details Section
The signResult variable will be set with the task outcome.
5. Create a second Set variable action to store the signer’s comment. The comment will be
either the signing reason or the rejection reason, depending on the outcome of the signature
task.
Note that this action is the same as the previous action, except that the Set field is set to
signerComments.
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Configuring an AutoSign with DocuSign SA Custom Action in Nintex
An AutoSign with DocuSign SA action provides digital signature functionality without user interaction.
It executes silently and signs a desired item using the specified parameters (see Figure 65).
Figure 65 Nintex – AutoSign with DocuSign SA custom action
The AutoSign with DocuSign SA action includes the following configuration parameters:
 Signature Profile (mandatory) – In case of a document/form, specifies the name of the
existing field/signature profile to be signed. For more information about signature profiles, refer
to Defining Signature Profile Settings.
 Signing Reason (optional) – Specifies a reason for signing that will be embedded into the
signature. If a signature field/profile/list item is configured to require a reason for signing,
leaving this field empty will result in an error.
 Title (Position) (optional) – Specifies the title (position) of a person in the organization. The
specified value will appear on the signature. If a signature field/profile/list item is configured to
require a title, leaving this field empty will result in an error.
 SignatureOutcome (mandatory) – An output parameter that indicates the outcome of a
signing operation. In case of successful signing, the parameter is set to “Signed”. In any other
case, the parameter receives the error message that prevented signing.
 Item ID (mandatory) – Specifies the Item ID of the document/form/list item to be signed. If the
desired item to be signed is the “current item”, this field should be set to 0.
 Username (mandatory) – Specifies the DocuSign SA username that will be used for signing.
 Password (mandatory) – Specifies a password of the user who will be used for signing.
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Configuring a Verify Digital Signatures Custom Action in Nintex
The Verify Digital Signatures action retrieves digital signatures related information for an item and
stores it in workflow variables (see Figure 66)
Figure 66 Nintex - Verify Digital Signatures custom action
The Verify Digital Signatures action includes the following configuration parameters:
 Item ID (optional) – Specifies the Item ID of the document/form/list item to be signed. If the
desired item to be signed is the “current item”, this field should be left blank.
 Document Status (optional) – An output parameter that specifies whether the document is
valid (all signature are valid) or invalid (one or more signatures are invalid).
 Numbers of valid (optional) – Specifies the number of valid signatures in the
document/form/list item.
 Number of unsigned (optional) – Specifies the number of empty signature fields / lines in the
document / form.
 Last signer name (optional) – Specifies the full name of the last person who signed this
document/form/list item.
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Starting a Workflow
A workflow for a document/form/list item can be started in several ways, both automatically and
manually. One of these mechanisms is described in this section.
To start a workflow:
1. In the document library environment, open the document options menu and select Workflows.
Figure 67 Document Options Menu – Selecting Workflows
The Workflows screen appears (Figure 68).
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Figure 68 Workflows Screen
2. In the Workflows screen, click
to select a workflow.
Workflow controls screen appears (Figure 69), enabling you to start the workflow.
Figure 69 Control Workflow Screen
3. Click Start to start the workflow.
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Signing a Document as Part of a Workflow
Whenever a user is requested to sign a document as part of a workflow, the system creates a task for
this particular user.
You can view all current tasks by selecting Workflow Tasks in the document library’s left panel. The
Workflow Tasks screen appears (Figure 70), displaying all tasks and their status.
Figure 70 Workflow Tasks Screen
To sign a document as part of a workflow:
1. Click the signing task in the All Tasks screen (Figure 70)
The Sign with DocuSign SA screen appears (Figure 71). The screen is very similar to the one
that appears when signing a document (Figure 39).
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Figure 71 Sign with DocuSign SA Screen
2. If in the task definition (Figure 63) a specific profile was defined, that profile name is displayed
in the Signature Profile Name dropdown, and you cannot change it. Usually, the signature
profile directs the signer to the intended signature field in the document.
If a signature profile was not defined, a Signature Profiles drop-down list is enabled, similar
to the one that appears when signing a regular document (refer to New Signature Fields).
Select a signature profile from the list. In this case, an Approve button will be displayed as
well:
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Figure 72 Sign with DocuSign SA Screen – Approve button
In this scenario, signing a document will not resume a workflow. This is to allow a user to apply
multiple signatures to a document before completing his signature task. In order to complete a
signature task, click on the approve button.
3. You can optionally reject a signature operation. If you decide to reject, it is recommended to
enter the reason for the rejection. Clicking Reject will display a Reject Signing screen
(Figure 73).
Figure 73 Reject Signing Screen
4. If the designer of the workflow enabled delegation, the Delegate button will be available in the
Signing Ceremony screen. It allows a user to delegate the signature operation to a different
user or a single group of users. Clicking Delegate will display the Delegate Signing screen
(Figure 74).
Figure 74 Delegate Signing Screen
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5. A user can delegate the task either to a different person or to a group of people. Delegation
comments are optional and can be provided so that the user who will receive the task will have
more information.
6. If you do not reject or delegate the signature operation, click Sign.
Note: If you click the link for a signing task, but the task was already completed, a signature review
screen is displayed, similar to the screen displayed in Figure 45.
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Index
—A—
Applications that work with DocuSign SA, 6
Authentication
requirements, 5
Authentication mode, specifying, 23
—B—
Backing up DocuSign SA configuration, 43
—C—
Configuring DocuSign SA Connector for SharePoint, 22
activating at site collection level, 25
activating at site level, 26
at the SharePoint installation level
document library default settings, 25
General Settings parameters, 22
backing up the configuration, 43
configuring content type settings, 29
configuring document libraries, 27
configuring lists, 40
enabling ticket-based signatures, 25
restoring the configuration, 44
Content type
defining a signature profile, 32
defining DocuSign SA settings, 29
inheriting signature profiles from a document
template, 35
Converting documents to PDF format, 49
—D—
Data authentication systems, 5
Deploying DocuSign SA Connector for SharePoint
using CLI, 18
using GUI, 17
verifying deployment, 18
Document
creating an empty signature field, 47
creating and signinga new signature field, 54
reviewing signatures, 63
signing, 53
signing a Word document, 60
signing an existing signature field, 57
signing anExcel document, 60
signing, as part of a workflow, 86
validating signatures, 62
viewing signer’s certificate, 64
Document library
configuring which information columns are
available, 36
configuring which information to display, 39
defining content type settings, 29
defining DocuSign SA settings, 27
DocuSign SA options, 51
DocuSign SA ribbon, 51
reviewing document signatures, 63
signing a document, 53
validating document signatures, 62
Document types supported, 9
DocuSign SA
applications that work with DocuSign SA, 6
components, 7
documentation, 7
environments supported by DocuSign SA, 6
DocuSign SA client
optimizing for DocuSign SA Connector for
SharePoint, 11
version supporting DocuSign SA Connector for
SharePoint, 11
DocuSign SA Connector for SharePoint
configuring, 22
DocuSign SA Connector for SharePoint
deploying, 17
installing, 16
retracting deployment, 19
uninstalling, 20
DocuSign SA Connector for SharePoint
backing up, 43
DocuSign SA Connector for SharePoint
restoring, 44
DocuSign SA Connector for SharePoint as a custom task
activating, 70
DocuSign SA signature task
activating the feature, 70
adding in a workflow, 78
viewing task outcome, 86
—E—
Environments supported by DocuSign SA, 6
Extended password configuration, 24
External Identity Provider (IDP)
integrating with, 9
—F—
Form
publishing to SharePoint, 60
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reviewing signatures, 63
signing, 61
validating signatures, 62
viewing signer’s certificate, 64
Form library
configuring which information columns are
available, 36
configuring which information to display, 39
DocuSign SA options, 51
DocuSign SA ribbon, 51
reviewing document signatures, 63
validating document signatures, 62
—N—
—I—
Overview of DocuSign SA, 5
Overview of DocuSign SA Web App, 9
Installing DocuSign SA Connector for SharePoint, 16
Intended audience, 8
Introduction
to digital signatures, 5
to DocuSign SA, 5
to DocuSign SA Web App, 9
Introduction to
DocuSign SA Connector for SharePoint, 10
Item
post-signing behavior, 66
reviewing signatures, 67
signing, 65
validating signatures, 67
viewing signer’s certificate, 68
—K—
Kerberos authentication, enabling, 25
—L—
List
configuring which information columns are
available, 36
configuring which information to display, 42
defining DocuSign SA settings, 40
DocuSign SA options, 68
signing all items, 68
verifying all items, 69
List Item
DocuSign SA options, 64
DocuSign SA ribbon, 64
reviewing item signatures, 67
reviewing signer’s certificate, 68
signing, 65
validating item signatures, 67
—M—
Multiple signatures mode, specifying, 24
91
Nintex Workflow
configuring a DocuSign SA signature task, 78
configuring a Verify with DocuSign SA custom
action, 83
configuring an AutoSign with DocuSign SA custom
action, 82
retrieving signature task outcome, 80
retrieving signer comments, 80
using with DocuSign SA Connector, 75
—O—
—P—
Preparing documents for signing, 46
Excel documents, 49
PDF documents, 46
Word documents, 49
Prior knowledge, 8
—R—
Restoring DocuSign SA configuration, 44
Retracting DocuSign SA Connector for SharePoint
deployment, 19
—S—
SharePoint Designer
configuring a Request Signature custom task, 72
configuring a Verify Digital Signatures custom
action, 74
configuring an AutoSign custom action, 73
using with DocuSign SA Connector, 71
SharePoint server, accessing using https, 50
Signature field
creating and signing, 54
creating empty signature field, 47
signing an existing field, 57
Signature profile
deleting, 35
updating, 34
Signature profile creation
creating new, 32
loading existing profiles from a document template,
35
Signing
documents, 53
Excel document, 60
form, 61
Word document, 60
Signing digitally in SharePoint, 50
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Site settings
activating DocuSign SA at the site collection level,
25
activating DocuSign SA at the site level, 26
—T—
Ticket-based signatures, enabling, 25
—U—
Uninstalling DocuSign SA Connector for SharePoint, 20
—V—
Validating
document signatures, 62
form signatures, 62
92
item signatures, 67
signatures of all items in a list, 69
Verifying deployment, 18
—W—
Workflow
adding a DocuSign SA signature task, 78
signing a document as part of a workflow, 86
starting, 84
Workflow task
activating the DocuSign SA signature task, 70
creating, 78
signing a document, 86
viewing task outcome, 86
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