SigniFlow Microsoft 365 Add-in

SigniFlow Microsoft 365 Add-in

Explore the SigniFlow Microsoft 365 Add-in, designed to streamline document signing workflows within the familiar Microsoft Office environment.

Step 1. Install the SigniFlow Microsoft 365 Add-in from the Microsoft Store.

Step 2. Launch Outlook, Word, Excel, or PowerPoint.

Step 3. Open the document you want to send for signing.

Step 4. Locate the SigniFlow add-in within the application's toolbar or ribbon.

Step 5. Click on the SigniFlow add-in to initiate the signing process.

Step 6. Select the signing options and recipients within SigniFlow.

Step 7. Review and finalise the document details.

Step 8. Send the document for signing directly from Microsoft 365.

To see a visual walkthrough of how to Workflow from the Office 365 Add-in, watch the accompanying video tutorial here.



Conclusion.

The SigniFlow Microsoft 365 Add-in revolutionises document signing workflows by seamlessly integrating SigniFlow's powerful features with Microsoft Office applications.
    • Related Articles

    • SigniFlow for SharePoint

      Discover the seamless integration of SigniFlow with Microsoft SharePoint, designed to enhance workflow efficiency and streamline document management processes. Step 1. Launch your SharePoint app and select the document you want to initiate a workflow ...
    • How to add a File to a Portfolio

      Learn how to add files to SigniFlow's Portfolio feature Step 1: Log in to your SigniFlow account. Step 2: Navigate to the Portfolio section. Step 3: Select the desired portfolio where you want to add the file. Step 4: Click on the "Add File" button ...
    • How to Edit Your Contact Details

      In this article, we'll guide you through the process of editing your profile's contact details on SigniFlow. Your profile's 'Contacts' page contains all the essential information about your contacts. Follow these steps to manage your contacts ...
    • Digitizing Approval Processes with SigniFlow

      Description: Are you looking to streamline your business approval processes and eliminate the hassle of physical signatures? Our video tutorial, "Digitizing Approval Processes," provides a comprehensive guide on leveraging SigniFlow to achieve just ...
    • Understanding SigniFlow's Workflow Viewer Feature

      SigniFlow empowers users to streamline their workflow processes through innovative features. One such feature, the Viewer functionality, allows for enhanced collaboration and visibility within document workflows. In this article, we'll delve into the ...