Configure SharePoint integration
SigningHub Account Settings | |
Fields | Description |
SharePoint Integration | |
SharePoint Integration | Specify the "Application Name" field (text) as specified in SigningHub>Enterprise Settings>Integrations>Application Integration>Step 6. |
SharePoint Site URL | Specify the client secret as generated in SigningHub>Enterprise Settings>Integrations>Application Integration>Step 6.
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Document Storage Location |
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On Dedicated Folder |
Select this option to save the signed versions as new document copies, and specify a postfix (i.e. "processed") for them in the next appearing field. In this way when a workflow is finished, the completed documents will be added as separate document copies with the specified postfix appended to their names. This configuration is helpful when you need both the documents (i.e. Original and Completed) for your record. |
On Same Location |
Select this option to save your signed documents in a zip file. This is only applicable when there are multiple documents in a package. In this way when a workflow is finished, the completed documents package will be added as a zip file. However when a package contains a single document, it is always downloaded in a PDF file. |
On Custom Location |
This option will only appear if you have rights to view the Workflow Evidence Report in your subscribed SigningHub service plan. Select it to include these reports in your account, and specify a postfix (i.e. "WER") for them in the next appearing field. In this way when a workflow is finished, the Workflow Evidence Report will also be included with the specified postfix appended to their names. |