SharePoint: How to Send a Document for Signing

Step 1: Open with Secured Signing

You can initiate signing from menu, or from context menu:

  1. Select one document, and choose “Secured Signing” from menu, select your action from the dropdown menu items, or
  2. Right click one document, and select your action from the context menu.

Different action will redirect to different pages. In this sample, click “Send for Signature”.

Option 1 from the dropdown menu.

 
Option 2 from the context menu.
 

Step 2: Login with Secured Signing

You need a Secured Signing account to connect with SharePoint Online. Input your credentials to login Secured Signing. If you don’t have a Secured Signing account, click “Register”.

On the next step, click “Authorize” to allow your Secured Signing permissions.

 

Step 3: Start Signing Your Document

On the next page, you should see your account’s info on the top right. Selecting different actions will show different pages. In this sample, you can choose how you would like to sign your document.

sharepoint online with secured signing - start signing your document

Do you need anything else?