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New Voice
December 4, 2024
Question

Has anyone been able to get SharePoint and DocuSign app to work?

  • December 4, 2024
  • 6 replies
  • 227 views

We are new to SharePoint and would like to allow our users to drag and drop their documents from SharePoint into DocuSign.

The current workaround is to download the document from SharePoint to the desktop and then we are able to drag and drop into DocuSign.

We found the app for SharePoint to integrate DocuSign, and our Administrator gave it permission, but it is not available in SharePoint like the online help said it would.  

 

We are using MicroSoft 365. 

6 replies

Docusign Employee
December 5, 2024

Hello ​@ejohnson619,

Thank you for reaching out to the Docusign Community.

What guide are you referring to? Is it this Docusign for SharePoint.

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance.

 

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

New Voice
December 5, 2024

I would like to get in contact with our Account Rep.  Would you know how I would go about doing that since no one at my company knows who our account rep is?

Docusign Employee
December 9, 2024

Hello ​@ejohnson619,

An Account Admin on your Docusign account will need to open a case with Support to request the contact info. To open a support case in the Docusign Support Center, go to the "Get Support" section and select "Open a Support Case". Log in using your Docusign credentials and select a case subject. If you have multiple Docusign accounts, choose the appropriate account to continue. Open a case in the Docusign Support Center

 

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

New Voice
December 10, 2024

I am not able to open a case.  How do I get a hold of our Account Manager, do I just go through sales?

Docusign Employee
December 11, 2024

Hello ​@ejohnson619,

Are you getting an error message?

 

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Docusign Employee
December 26, 2024

Hi ​@ejohnson619,

I hope you are doing well.

I want to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.