01
Configure the workspace
Configure company settings and Microsoft integration for the organization.
How it works
From template to signature.
The ESignify workflow brings configuration, templates, users, and signature records into one application.
Sign inSignature workflow
From workspace setup to generated signatures
01
Configure
Microsoft 365
02
Template
Company design
03
Users
Organization data
04
Signatures
Generated records
Each step remains available in the ESignify workspace.
Templates
Global and company templates are available in the workspace.
Users
Organization users are managed alongside signatures.
Integration
Microsoft 365 connection settings are part of the product.
Workflow steps
02
Prepare a template
Create or edit a global or company template for the intended signature.
03
Review user information
Use organization user information as part of the signature workflow.
04
Create signatures
Create signatures from templates and review generated signature records.
Template workflow
1Global or company template
2Edit template content
3Select fields for signature
Template work
Template records in the workspace.
Use the template areas to create, edit, and select templates before generating signatures.
- Global template area
- Company template area
- Template customization workflow
Microsoft 365
Connection settings.
Use the integration area to configure and verify Microsoft connectivity for the organization.
Microsoft 365 connection
Integration settings
Connection workflow
Use the Integrations area to configure and verify the Microsoft connection for your organization.
Open Integrations
Generated signatures
Signature records remain available for review.
Organization users
User records are part of the company workspace.
Integration status
Connection configuration is handled in the integration area.
Workspace access