You can activate the Sharepoint integration if you are an admin user of the company.

The activation is done by managing the company’s Visma Sign account settings (settings -> service connections -> integrations):

  • Click “add a new integration” -> choose “Sharepoint” from the drop-down menu -> click “select”
  • Name: Add a name for your integration here. You can choose any name, e.g. the name of your company.
  • URL: Add the URL of your Sharepoint homepage. The URL is visible in your browser’s address line.
  • Username: Add a Sharepoint username here (We recommend that you create  a user account of your own for this Sharepoint integration use).
  • Password: Add a Sharepoint password here.
  • Click “active” next to the folder, where the documents are in Visma Sign.
  • Create  “document path”: This part defines which folder in Sharepoint the documents from a particular Visma Sign folder are saved.

 

Here are instructions on how you can view a document path in Sharepoint:

 

PART 1

  • Open Sharepoint -> Edit -> Select the desired section/header title in the sidebar -> Click the title -> Copy the text between the previous slash and “/Forms/AllItems.aspx”
  • For example. /sites/VismaTest/Shared document/Forms/AllItems.aspx
  • Please note that the section/header title in the folder path is always the original name you have originally created in Sharepoint. Because of this, the correct path should always be checked as described above.

 

PART 2

  • If you have created subfolders, copy the name of the desired folder that is underneath the header. In other cases, you should save the documents directly under the header. 
  • For example. A test -folder.


PART 3

  • Create a path by combining part 1 and 2. For example, Shared documents/Test. 
  • Add the text in the “document path” box.



To test if the integration is working properly, you can send a test file in the following way: 

Login to your Visma Sign account -> Settings -> Company -> Integrations -> click Test -button next to the Sharepoint integration.