eSign and Microsoft Integration

Integrate your Digital Signature solution into your existing Microsoft applications for a more streamlined and efficient workflow. Sign up for a free trial today.

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Collaborate and eSign all Your Documents from Microsoft

eSign's software is designed to simplify your business operations and make life easier for both you and your clients. We understand that collaboration between programmes is essential for a productive and effective digital workflow; that’s why eSign easily integrates into all your favourite Microsoft applications including 365, Outlook and Word.
1.1 million
documents processed per month
20,000
new signers per month
400,000
envelopes sent per month
1.1 million
documents processed per month
20,000
new signers per month
400,000
envelopes sent per month

Create an effective workflow.

eSign for Sharepoint

Integrating your SharePoint and eSign accounts also allows you to improve document organisation and storage. Add automation into your document management processes, reducing the manual steps needed to create, share, and send out your documents.

Create an effective workflow that truly benefits your business and employees. Here are some things you can do with our connector:

  • Select and upload documents from SharePoint into your E-Sign account
  • Check the status of a document within SharePoint
  • All completed documents save directly into SharePoint
  • Specify signing workflow to route your document in an order you define
Learn More
E-Sign For SharePoint

Integrating your digital signature solution.

eSign for Windows

By integrating eSign into your Windows operating system, you can sign and send documents straight from your Windows workspace, whatever the format, including PDFs and Microsoft Office documents, as well as documents stored on OneDrive. With simple collaboration between Windows and eSign, your business can take full advantage of eSign’s capabilities, including web form functionalities, eSignatures, ID verification and payment processing.

If your company uses Windows, integrating your digital signature solution into your operating system can complement your workflow, fine-tuning your business processes for ultimate efficiency. By improving collaboration between these two interfaces, negotiating between two separate workspaces becomes significantly easier, allowing you to eliminate unnecessary steps that impede productive work.

E-Sign for Windows

Improve communication and collaboration between clients and customers.

eSign for Microsoft Outlook

In the business world, most communication and collaboration between clients and customers is carried out by email and email attachments. That means your email inbox needs to be optimised to suit your workflow.

Power Automate allows you to integrate eSign and Outlook, adding elements of automation between your inbox and eSign.

  • Send out an eSign envelope when a new email with an attachment has been received in Outlook.
  • Connect Outlook to eSign in order to send documents for eSignature automatically.
  • When a new email arrives, send an envelope using a template.
E-Sign For Outlook

Incorporating eSign’s technology into Microsoft Word.

Digital Signature and Microsoft Word

If you use Word to create business documents such as contracts or agreements, integrating eSign’s digital signature allows you to eSign and send documents within the Microsoft workspace. Simply enable the eSign add-on and sign away.

Incorporating eSign’s technology into Microsoft Word allows you to enhance both your document workflow and your document organisation and storage. With the ability to upload Word documents to eSign’s management platform, you can save your created document as a template, allowing you to reuse the lay out and content, reducing document creation time for a quicker turnaround.

With these two platforms working together, you can optimise your workflow and benefit from the functionality of both eSign and Microsoft without having to switch between the two. This is a great way of incorporating electronic signature technology into your existing processes for optimal productivity.

E-Sign For Word

Get the most from your CRM system.

eSign for Microsoft Dynamics 365

Signing and sending documents is easy with the help of eSign’s electronic signature, allowing you to pull information from Dynamics365 to populate your document and send it out for a digital signature.

eSign for Dynamic 365 keeps you up to date with the progress of your transactions, creating a fully visible audit trail of changes and notifying all parties of updates and progress. By combining the two platforms, your business can improve its operational efficiency by  enabling you to signifcantly reduce document turnaround times.

With eSign’s API capabilities, you can get the most from your CRM system by utilising customisable integrations and creating a bespoke system that truly works for your business. With eSign and Microsoft powering your processes, enjoy peace of mind that your digital technology will never slow your operations down.

E-Sign For Dynamics 365

Ability to use your digital signature solution.

eSign for Office 365

As well as working with Microsoft Word, eSign can also be used in conjunction with the entire office 365 suite, such as PowerPoint, Excel and OneNote. In this sense, if your business relies heavily on Microsoft’s applications for its daily operations, eSign allows you to integrate into your existing processes easily and without hassle.

With the ability to use your digital signature solution with any of the Microsoft applications, sending and signing documents, as well as storing signed papers, becomes a simple, integrated workflow, rather than a siloed process that requires manual input from your employees.

E-Sign For Office 365

Testimonials

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Mid Devon District Council

“Using eSign has made our tenancy completion processes so simple. You don’t have to be technically savvy to be able to use the platform and it doesn’t draw on any other ICT resources. Our tenancy agreements and documents are signed within minutes and we’ve even had tenants’ comment on how easy it is to use as a signer which is fantastic.”

Lisa Harber | Team Leader 
Portsmouth Testimonial

Portsmouth University Hospitals

“E-Sign has proven to be a fantastic system that has had an important positive impact on our homecare prescription services. It has enabled us to significantly reduce the administrative burden on clinicians, creating a lean process that allows prescriptions to be signed and completed within minutes rather than days. The combination of E-Sign and our new prescription management platform has transformed our workflows, allowing us to improve the service we provide. A patient’s health is at the end of each document and E-Sign has helped us ensure that every document is processed quickly, securely, and accurately.”

Raghu Mamullapally | Lead Pharmacist Homecare Services
Leicester Hospital Case Study

University Hospitals of Leicester

“We have seen significant improvements in our pharmacy service efficiency since implementing E-Sign. The platform is user-friendly and has allowed our team to securely and reliably provide prescriptions for crucial patient medication, minimising the risk of supply disruption and saving valuable time. Collaborating with E-Sign has been an easy process, Desi and Luke have always been professional and approachable to offer support when needed.”

Amy Page | Kidney Pharmacy Team
oxford-university-testimonial-logo

University of Oxford

“The University of Oxford have appointed eSign UK Ltd. as their preferred electronic signature platform. eSign quickly guided departments on the most cost-effective and efficient route offered, providing continued support to ensure contracts were completed and deadlines met.”

Purchasing Department | End User
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Paratus Law

“The law supports the use of electronic signatures, and eSign is an essential tool for any business wishing to enhance customer experience and accelerate revenue. Esign is incredibly user-friendly, and using it has been a very positive experience both for me and for my clients.”

Simon Arthur | Owner
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Beyondly

“eSign has transformed our operations at Beyondly. Integrating eSign into our systems was relatively straight forward and has massively improved customer and team experience. As a Bcorp organisation we place high value on our environmental impact and since inception, eSign has represented a 31.46kg saving of CO2 entering the atmosphere.”

Emily Rice | Operations Manager
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National Clinical Homecare Association

“The tools are very easy to set up and intuitive to use. When we encountered issues, the eSign team was agile enough to respond, usually on the same day. The copy template feature has made setup with new customers much easier.”

National Clinical Homecare Provider | End User
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Slater Heelis Solicitors

“eSign is an invaluable tool that assists us in keeping track of our legal matters. It gives us full control of the document journey and has greatly improved signature capture and document turnaround times.”

Slater Heelis Solicitors | End User
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Morgan Ash

“Working in the regulated financial and medical markets we need a quick secure and economical signature process. eSign gives us all of these.”

Andrew Gething | Managing Director
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Blue I Properties

“Can’t recommend esign enough. It is quicker, easier and cheaper to use than many of their competitors.  The detailed Document History provides useful evidence and proof of when your document was created and signed.  Their team members are extremely knowledgeable of the systems, friendly and professional.  All in all, an amazing product at a very competitive price.”

Debbie Collins | Lettings Administrator
government-property-testimonial-logo

Government Property Agency

“One thing which sets eSign apart is their flexible signature packages, allowing flexibility in both pricing and usage to provide the best solution for the organisation. The GPA has been very well looked after by our eSign account manager and we look forward to continuing our relationship with them.”

Government Property Agency | End User
10-100-devon-testimonial-logo

10-100

“The solution was simple to use, has a great management portal, and the price met our expectations. We now use the product for our own internal use and have recommended and deployed it into our customers when we get requests for signature solutions. eSign’s ongoing support is excellent, and they are continuously improving and developing their solution.”

Paul Visagie | IT Consultant
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Cambridgeshire County Council

“eSign has brought both time and efficiency benefits to our department since we started using the platform two years ago. It is easy to use and they have useful training videos available which have been helpful for training our team on how to use the platform and its features.”

Wendy Ballard | End User
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Churchill Support Services

“Using eSign has significantly reduced the time it takes to send and receive contracts which means we close deals quicker. I especially like how you can redirect and edit documents without creating new envelopes and keep track of which contracts are pending signature as an admin. As an environmentally friendly business, it’s helpful to see how much carbon we are saving with the carbon counter. I would definitely recommend eSign to a business who is looking to close deals faster.”

Katie Butcher | Client Relationship Manager
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University of Salford

“We use eSign at the University of Salford to issue copyright declaration forms when supplying copies of material to users of our archives. We used to issue the forms as attachments to emails, but users found it difficult to sign and return the forms, especially if they didn’t have a printer. Sending the forms using eSign has made it much easier and quicker for our users to sign and return the forms. From our end it is simple and straightforward to issue the forms via eSign and we get a notification when they have been completed.”

End User | University of Salford
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Polden Bower

“We wanted a user-friendly system that would comply with finance policy, manifest maximum engagement from all Signatories, and had the capability to offer more as we grow as an organisation.  eSign fits the bill on all fronts for us from affordability, cost savings, accessibility and functionality perspectives, right through to tried and trusted customer service, support and data security.  We spent our first year on the Business Plan to embed this new way of working into our processes and we are now ready to roll out eSign access to other Central departments as we upgrade to the Enterprise subscription.  The user guides, chat facility, training offer and support provided by eSign is all really helpful and the team are always responsive when we get in touch.  It’s also reassuring that the Data Centres are in the UK and are managed by eSign.”  

Alison Sanders | Executive Finance Officer
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Boon Brokers

“E-Sign has significantly helped our operations at Boon Brokers. Previously, clients had to manually print, sign, and scan documentation back to us. With the help of E-Sign’s API, we have managed to integrate the system into our software. This now enables all clients to easily E-Sign our fact-finds within a matter of clicks via e-mail. This has significantly improved the efficiency of our business. Thank you, E-Sign.”

Gerard Boon | Managing Director, Boon Brokers
Thula Testimonial logo

Thula

“We are very proud and thrilled to be working with the eSign team, creating a truly digital and revolutionising management tool for controlled drugs in a post-pandemic world. The benefits to the clinical and pharmacy teams are huge and drives greater legislative and regulatory confidence and safer and efficient patient care.”

Adele McAllister | Manager
Hessington Health Testimonial

Hessington Health

“Hessington Health is a busy national health screening and occupational health practice with over 18 independent schools and over 10,000 staff members. The challenge we have faced is reminding employees to sign consent forms before we release the reports to their employers. This is an incredibly time consuming process. E-Sign has offered us the perfect solution. The online dashboard allows us to track the consent forms in their journey, Set reminders and have a safe place to store the completed forms. This has saved us an immense amount of time and improved our governance in this area. It also allows the user to create bespoke forms meaning any organisation from any sector will be able to utilise this package.”

Harjeev Rai | Medical Director

Benefits of eSign and Microsoft Integration

Esignature Streamline Business Communications

Streamline Business Communications

Our digital products are aimed at streamlining your business workflow, communication, and collaboration. Combining eSign and Microsoft can simplify your processes and boost communication between your chosen workspaces.

Esignature Modernise Business Operations

Modernise Your Operations

Paper-based processes can no longer keep up with the demands of your business and market. Modernise your operations with our digital platform and electronic signature and ensure your business stays one step ahead of competitors.

Improve Customer Experience with E-Sign

Improve Customer Experience

Optimise your current processes and offer responsive customer service to leave a lasting impression of your company. With eSign and Microsoft, your digital solutions can communicate and collaborate for maximum efficiency.

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    Frequently Asked Questions

    What is Microsoft 365?

    Microsoft 365 is a cloud based productivity platform that is made up of several useful applications for businesses, including Microsoft Word, Teams, PowerPoint, Excel, OneDrive, and more. These applications can be used across various device types to ensure your business can work productively.

    Does E-Sign integrate with SharePoint?

    Yes, E-Sign has an integration with SharePoint. This allows you to create an effective workflow that enhances productivity. You can add automation into your document processes to minimise the manual steps required to create, send, and sign documents.

    What’s the difference between Microsoft 365 and Dynamics 365?

    Microsoft 365 is focused on enhancing collaboration and productivity with its useful applications and security features. Whereas Dynamics 365 provides detailed business solutions that cover ERP and CRM functionalities, which helps businesses to optimise their customer relations and processes.

    How can I integrate E-Sign with Microsoft?

    E-Sign for Microsoft applications is available through Microsoft AppSource. Contact our digital transformation team if you have any questions about which integrations are right for your organisations.

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