5 Ways to Use eSignatures in Microsoft

eSignatures can be quickly and seamlessly used with a variety of 微软 products. Microsoft does not have a native eSignature feature, but the eSignature provider signNow integrates with Microsoft Outlook, Microsoft Power Automate, Microsoft SharePoint, Microsoft Teams, Microsoft Excel, and Microsoft Word.

signNow is no-code, so it is possible for a nontechnical person to add eSignatures to Microsoft in a few clicks without writing a line of programming code. An illustration of how to do so is beyond the scope of this article but can be found here.

The eSignature is a powerful plugin to the Microsoft suite, with numerous applications when used together with Microsoft services. eSignatures are useful in human resources, sales, finance, legal, technology, and other departments, across many industries. Here are some ways a signNow integration with Microsoft can work.

Customize Forms

With signNow, you can create reusable templates with fillable form fields. The Microsoft Teams integration enables you to automatically offer different versions of the same form to different groups of users. With Teams and Excel, it is even possible to prepopulate forms with stored data.

Send Forms for Signing

Sending the forms can be an automatic step in the signing process, with signNow’s Teams and Outlook integrations. No longer do you need to send the forms out individually or manually, adding them as attachments one at a time. The signNow integrations will enable you to share the forms with the correct fields to sign, hassle-free.

Send Documents to Be Signed as a Group

It is even possible to use signNow’s Teams and Outlook integrations to send documents that can be signed by many people. Whether you need two, three, ten, or a hundred signers, these integrations work like a charm.

Collect and Store Form Data

Not only can you automatically prepopulate forms and form fields with stored data, but you can also automatically collect and store data that have been submitted. You can even build a more complex workflow that populates new forms with the data you have collected. The Excel integration, or any other integration that allows data storage, can support this type of step.

Track Response Rate

With signNow, it is quick and easy to determine who has filled out a form and who has not filled out a form. Following up is also easy and can be automated. This is useful for many purposes, including ensuring medical compliance, measuring sales, and keeping finances on track.

Sprout Health’s Story

Sprout Health Group is a New Jersey-based company maintaining several treatment centers throughout the U.S. for drug and alcohol addiction and mental health disorders. It uses signNow’s integrations with Microsoft Teams and Microsoft Dynamics 365 to customize, send, and track consent forms for its patients to sign.

Originally, these forms were on paper, incurring unnecessary printing and storage costs. The turnaround for sending and receiving them took weeks, and patients often entered inaccurate information or returned them incomplete. At times, these obstacles held up patient visits.

With signNow, the forms could be turned into reusable templates and quickly customized for each patient. Where patient records existed in Dynamics 365, they could be imported and used to pre-fill the form.

Through signNow’s Microsoft Outlook integration, the forms were automatically emailed to each patient. Unlike with paper forms, patients could be directed to any required fields they had not filled out. Patient data received through the forms could be used to update the records in Dynamics 365, making them more easily accessible to providers.

With the consent process streamlined, costs were saved and the turnaround time for forms could be reduced to minutes. A greater proportion of incoming patients could be treated. signNow is a win-win for Sprout Health, improving both patient experience and corporate profitability.

signNow in Your Workplace

Your workplace almost certainly uses signatures for some purpose. If signing is still manual, consider converting to using eSignatures, a more efficient signing process with better record-keeping.

Even if you do use eSignatures, consider automating any steps in your workflow that are performed manually. Together with Microsoft, signNow can turn the entire process of creating customized forms, prefilling them with individual data, sending them, tracking responses, and storing form data into one automated flow.

signNow’s eSignatures are secure and legally binding. They are compliant with HIPAA, GDPR, 21 CFR Part 11, and SOC 2 Type II. 317 of the Fortune 500 companies use signNow, as well as more than 28 million individuals that include business owners, human resources teams, sales teams, operations managers, educators, legal officers, and software developers. If you have not tried this service, perhaps you should.

Written by Rebecca Sealfon

Rebecca Sealfon is a former software engineer at Google, U.S. National Spelling Bee champion, and synesthete, based in New York, NY. Loves books, liberal Judaism, and nature.