ONEDRIVE ESIGNATURE INTEGRATION

Stop Downloading. Start Signing. The Native eSignature for OneDrive.

Integrate eSignly with your Microsoft OneDrive account in minutes. Send documents for signature, track progress, and automatically save completed agreements back to the right folder—without ever leaving your workflow.

Seamless Integration

The Manual Workflow Trap

You store your documents in OneDrive for a reason: it's centralized, accessible, and secure. But when it's time to get a signature, that smooth workflow breaks. You download the file, attach it to an email, send it, and then wait. The signed copy comes back, and you have to upload it again, hoping you've saved the final version in the right place. It’s a manual, error-prone process that wastes time and creates risk.

The eSignly Solution

eSignly’s OneDrive integration eliminates this chaos. We bring the legally-binding signature directly into your cloud storage, transforming OneDrive from a simple file cabinet into a powerful agreement automation engine. Finally, you can manage the entire document lifecycle in one place.

Trusted by Teams at World-Class Companies

From startups to Fortune 500s, over 100,000 users rely on eSignly to accelerate their business. Our 95%+ retention rate is proof that our platform delivers results.

TRUSTED BY GLOBAL LEADERS
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Why Choose eSignly for OneDrive

Native Experience

Don't force your team to learn another platform. Initiate signature requests with a simple right-click on any file in OneDrive. The entire experience feels like a natural extension of the Microsoft 365 environment your team already knows and trusts.

Bank-Grade Security

Your documents remain in your OneDrive. We facilitate the signature process using secure, Microsoft-approved protocols and then embed the signed data back into your file. With our SOC 2, ISO 27001, and HIPAA compliance, your data security is never compromised.

Automated Archiving

Eliminate manual file management. Once a document is fully signed, a final, tamper-proof version is automatically saved back into the original OneDrive folder. This ensures perfect version control and a clean audit trail without any extra effort.

Complete Audit Trail

Every action—from viewing and sending to signing—is time-stamped and recorded in a comprehensive audit trail that is appended to the signed document. This creates a legally-binding record that exceeds the requirements of the ESIGN Act and UETA.

Blazing-Fast Workflow

Reduce document turnaround time from days to minutes. By eliminating the need to download, email, and re-upload files, you accelerate sales contracts, hiring paperwork, and client agreements, directly impacting your bottom line.

Effortless Setup

Connect your eSignly and OneDrive accounts in under two minutes using a secure, one-click authorization process. No IT support, no complex configuration, and no coding required. You can start sending documents for signature immediately.

Predictable Cost

Unlike competitors who charge exorbitant fees for API access or have complex pricing tiers, eSignly offers transparent and scalable plans. Our integration is included in our core offerings, providing exceptional value without hidden costs.

Enhanced Collaboration

Your team can see the status of documents directly within your shared OneDrive folders. Know instantly if a contract is out for signature, has been viewed, or is completed, improving transparency and reducing follow-up emails.

Unmatched Compliance

We are not just compliant; we are certified. eSignly adheres to the strictest global and industry-specific regulations, including GDPR, HIPAA, 21 CFR Part 11, and PCI DSS, giving you peace of mind when handling sensitive agreements.

SelectConfigureSignArchive Seamless Integration

Your Entire Workflow in 4 Simple Steps

Transform your manual document process into a seamless, automated workflow without ever leaving the Microsoft environment.

1. Select Your Document in OneDrive

Navigate to any Word or PDF document in your OneDrive. Right-click the file and choose 'Send with eSignly' from the context menu. No need to download anything.

2. Add Signers and Fields

Your document opens in eSignly. Add the names and emails of your signers, then drag and drop the required signature, initial, and text fields onto the document.

3. Sign on Any Device

Signers receive an email with a secure link to the document. They can open and sign it on any device—desktop, tablet, or phone—without needing an eSignly account.

4. Auto-Archive in OneDrive

Once everyone has signed, the final, legally-binding document, complete with its audit trail, is automatically saved back into the same OneDrive folder it came from.

Enterprise-Grade Features

Core Capabilities of Our OneDrive Integration

One-Click OneDrive Integration

Securely connect your eSignly account to your personal or business OneDrive using Microsoft's standard OAuth 2.0 protocol. This simple, one-time setup takes seconds and provides the foundation for all workflow automations, ensuring your accounts are linked safely without sharing passwords.

  • Connect your account in under 60 seconds
  • No IT assistance or complex configuration needed
  • Microsoft-verified security for peace of mind

Send for Signature from OneDrive

Right-click any PDF, DOC, or DOCX file in your OneDrive web interface and select 'Send with eSignly'. This action opens the document directly in the eSignly sending workflow, pre-loaded and ready for you to add signers and fields. It completely eliminates the download-upload cycle.

  • Initiate signature requests without leaving OneDrive
  • Reduce workflow steps by over 50%
  • Prevent version control errors from duplicate files

Automated Signed Document Archiving

Once all parties have signed, the final, legally-binding document is automatically saved back into the source folder in OneDrive. We typically append '_signed' to the filename, giving you a clean, organized, and audit-ready folder structure with zero manual effort.

  • Ensure perfect version control automatically
  • Eliminate the risk of lost or misfiled agreements
  • Keep your OneDrive as the single source of truth

Real-Time Status Tracking

From your eSignly dashboard, you can see the real-time status of every document sent from OneDrive. Track who has opened, viewed, and signed the document, and send manual or automated reminders to keep the process moving forward without constant check-ins.

  • Gain full visibility into your agreement pipeline
  • Proactively identify and resolve bottlenecks
  • Reduce time spent on manual follow-ups

Template Creation from OneDrive Documents

Convert frequently used documents in OneDrive, like NDAs or sales contracts, into reusable eSignly templates. Add signature fields, text fields, and conditional logic once, then use the template for future requests in seconds, directly from the source file.

  • Standardize your most common agreements
  • Reduce document setup time by up to 95%
  • Ensure consistency and reduce errors in contracts

Bulk Sending from Excel Online

Select an Excel file in OneDrive containing a list of signers (e.g., names and emails) and a template to send. eSignly's bulk send feature will automatically generate and send a unique, personalized document to each person on the list, perfect for policy updates or onboarding.

  • Send hundreds of personalized agreements at once
  • Automate HR and administrative mass-communication
  • Track the status of each individual document separately

API-Driven Workflows for OneDrive Files

For ultimate automation, use the eSignly API to programmatically trigger signature requests for documents stored in OneDrive. Integrate with your CRM, ERP, or custom application to create fully automated, end-to-end document workflows initiated by your business logic.

  • Achieve true end-to-end process automation
  • Integrate signing into your core business applications
  • Scale your signature volume without manual intervention

Azure Active Directory (AD) Single Sign-On

Allow your users to log in to eSignly using their existing Microsoft 365 credentials. This streamlines user management for your IT team, enhances security by enforcing your organization's password policies, and provides a frictionless login experience for your employees.

  • Simplify user provisioning and de-provisioning
  • Improve security with centralized authentication
  • Enhance user experience with one less password to manage

Data Validation for Form Fields

Ensure the information you collect is accurate. When sending a document from OneDrive, apply data validation rules to form fields—such as requiring a specific date format, number range, or text pattern. This prevents errors and reduces back-and-forth communication.

  • Eliminate incomplete or incorrect data entry
  • Ensure data integrity for downstream systems
  • Improve the quality of data collected during signing

In-Person Signing on Tablets/Devices

Open a document from your OneDrive on a tablet or in-person device and capture a live signature using eSignly's in-person signing feature. This is ideal for field services, client intake, or any scenario where the signer is physically present.

  • Digitize point-of-contact paperwork instantly
  • Securely capture signatures in the field
  • Signed documents are saved directly back to OneDrive

SharePoint and Teams Integration

Our Microsoft 365 integration extends beyond OneDrive. Initiate and manage signature workflows for documents stored in SharePoint libraries or shared within Microsoft Teams channels, creating a unified document management experience across the entire M365 suite.

  • Standardize eSignature workflows across M365
  • Collaborate on documents in Teams and send for signature
  • Leverage SharePoint's advanced document management features

Custom Branding for a Seamless Experience

Ensure a consistent brand experience for your signers. Add your company logo and brand colors to the emails and signing pages generated when you send a document from OneDrive. This builds trust and provides a professional, cohesive look.

  • Reinforce your brand identity with every interaction
  • Increase signer trust and completion rates
  • Provide a professional and polished user experience

Advanced Signer Authentication

For high-stakes documents originating from OneDrive, add an extra layer of security with advanced signer authentication. Verify a signer's identity via SMS code, knowledge-based authentication (KBA), or other methods before they can access the document.

  • Add an extra layer of identity verification
  • Secure highly sensitive or regulated agreements
  • Meet stringent industry compliance requirements

Power Automate Connector

Leverage our Microsoft Power Automate connector to build sophisticated, multi-step workflows. For example, when a new file is added to a specific OneDrive folder, automatically trigger an eSignly signature request and then move the signed document to an 'Archive' folder.

  • Build complex, code-free automations
  • Connect eSignly to hundreds of other applications
  • Create powerful, event-driven document workflows

Compliance-Ready Workflows (HIPAA/21 CFR Part 11)

For healthcare and life sciences, configure your OneDrive signing workflows to meet specific regulatory requirements. Our Enterprise plan includes features like detailed reason-for-signature prompts and strict access controls necessary for 21 CFR Part 11 and HIPAA compliance.

  • Meet specific FDA and healthcare compliance needs
  • Enforce strict signing and documentation protocols
  • Operate with confidence in highly regulated industries

Frequently Asked Questions

FAQ

Do my signers need an eSignly or OneDrive account?

No. Signers do not need any account to sign a document. They receive a secure email link and can sign on any web browser on any device.

What file types can I send for signature from OneDrive?

You can initiate a signature request for the most common business document formats, including PDF, Microsoft Word (.doc, .docx), and Microsoft Excel (.xls, .xlsx). We automatically convert them to a secure PDF format for the signing process.

Is the integration available for both personal OneDrive and OneDrive for Business?

Yes, our integration works seamlessly with both personal Microsoft accounts and business/enterprise accounts through OneDrive for Business and SharePoint.

How does pricing work for the OneDrive integration?

The integration itself is included as a core feature in all our plans, including our free plan. You are billed based on your eSignly subscription tier (e.g., Professional, Business) which determines the number of users and access to advanced features like custom branding and bulk sending. There are no extra fees for using the OneDrive integration.

How does eSignly handle security and permissions?

We use the principle of least privilege. The integration is authenticated via Microsoft's secure OAuth 2.0 protocol, and we only request the permissions necessary to read the selected file and write the signed copy back. We inherit your existing OneDrive permissions and never gain access to files you haven't explicitly chosen to send.

Can I use the integration with the OneDrive desktop sync client?

The most seamless 'right-click' experience is available through the OneDrive web interface. However, if you use the desktop sync client, you can still easily upload documents from your local OneDrive folder to the eSignly web app. The final signed document will then automatically sync back to your desktop folder.

What happens if I update the original document in OneDrive after sending it for signature?

Once a document is sent for signature, it creates a unique, secure transaction. Any changes to the original file in OneDrive will not affect the document that is currently out for signature. This ensures the integrity of the agreement. If you need to make changes, you must void the existing request and send a new one.

How does this work with SharePoint?

The process is very similar. You can browse your SharePoint document libraries from within the eSignly application or use our integrations to initiate a signature request directly from a SharePoint site. Signed documents are then automatically archived back into the correct SharePoint library, complete with metadata.

Can I use eSignly for HIPAA-compliant documents?

Yes. eSignly provides the necessary security controls and business associate agreements required for healthcare organizations to maintain HIPAA compliance when processing sensitive documents.

Does eSignly support multi-language documents?

Yes, eSignly supports over 18 languages. Your signers can interact with the signing interface in their preferred language, ensuring a frictionless experience for global teams.

What is the benefit of the Audit Trail for legal compliance?

The audit trail provides a tamper-proof, time-stamped log of every action taken on the document. This creates an indisputable, court-admissible record that exceeds the requirements of the ESIGN Act and UETA.

Can I bulk send documents to hundreds of recipients?

Absolutely. Our Bulk Send feature allows you to upload a list of signers via Excel or CSV, automatically generating and sending personalized documents to everyone at once, perfect for mass onboarding or policy updates.

How does the Power Automate connector enhance my workflow?

The Power Automate connector allows you to build custom, event-driven workflows. For example, you can automatically trigger a signature request when a file is added to a specific OneDrive folder and route it to different departments based on file metadata.

Is there a limit on document storage after signing?

No. We do not impose arbitrary storage limits on your signed documents. Since we archive them directly back into your OneDrive, you are only limited by your existing Microsoft 365 storage capacity.

What happens if a signer misses an email?

You can manage and track the document status in your eSignly dashboard. From there, you can manually resend the signature request or set up automated, periodic reminders to ensure the signer receives notification until the document is completed.

How does eSignly handle file versioning in OneDrive?

We prioritize maintaining the integrity of your file system. When a document is signed, we typically save it as a new, finalized file (e.g., 'Document_signed.pdf') alongside the original. This preserves the history of the document without overwriting your source files.

Ready to Fix Your Broken Document Workflow?

Stop wasting time with manual processes. Connect eSignly to your OneDrive account today and see how easy it is to automate your agreements. Start for free or talk to one of our experts to find the perfect plan for your team.

Powering Workflows Across Every Department

eSignly's OneDrive integration is not just a tool; it's a business accelerator for any team that relies on signed documents.

For Sales Teams

Close deals faster by sending sales contracts, proposals, and MSAs for signature directly from your 'Proposals' folder in OneDrive. Track opens and views to follow up at the perfect moment.

For HR Departments

Streamline the entire employee lifecycle. Use bulk send for offer letters and policy updates, and manage employment contracts and performance reviews, all securely archived in employee folders.

For Legal & Operations

Ensure compliance and speed up approvals. Send NDAs, vendor agreements, and internal compliance forms with a full audit trail, all managed within your secure OneDrive environment.

For Real Estate

Accelerate transactions from listing to closing. Get listing agreements, offers, and addendums signed in minutes, not days, directly from your mobile device or laptop.

Proven Outcomes

Real Estate

Real Estate Firm Cuts Deal Closing Time by 40% with OneDrive Integration

Client Overview: A mid-sized real estate brokerage with 50+ agents relied heavily on Microsoft 365 and OneDrive to manage client documents, from listing agreements to purchase offers. Their primary bottleneck was the slow, manual process of getting documents signed.

Challenges:
  • Agents wasting up to 5 hours per week on administrative paperwork.
  • Delays in signing often led to competing offers being accepted.
  • Poor quality scans and incomplete documents requiring rework.
  • Difficulty tracking which version of a contract was the most current.

Solution: eSignly was integrated directly with the brokerage's OneDrive for Business account. We implemented a four-part strategy: reusable templates, mobile-first signature requests via OneDrive, automated archiving, and centralized dashboard oversight.

Key Outcomes:
  • Average deal closing time reduced from 5 days to 3 days.
  • 95% reduction in paperwork-related errors and incomplete forms.
  • Agent productivity increased by an estimated 15% due to less administrative work.
"The eSignly and OneDrive integration changed the game for us. What used to be a 3-day chase of printing, scanning, and emailing is now done in a few hours. Our agents can get offers signed from their phones, right from the client's future driveway. It's a massive competitive advantage."
— Rachel Manning, Principal Broker, Summit Realty Group
Legal Services

Legal Services Firm Automates Client Intake, Saving 20 Hours Per Month

Client Overview: A boutique law firm specializing in business formation and contracts used OneDrive to share engagement letters, retainer agreements, and NDAs. Their paralegals were spending a significant portion of their day manually preparing, emailing, and following up on documents.

Challenges:
  • Paralegal time was being consumed by low-value administrative tasks.
  • Inconsistent client onboarding experience.
  • High risk of manual data entry errors when creating agreements.
  • Lack of a centralized view of all outstanding client agreements.

Solution: We implemented eSignly's OneDrive integration with a focus on template-driven automation. We helped the firm convert their standard agreements in OneDrive into eSignly templates, enabling automated sending and secure, organized archiving back into client-specific OneDrive folders.

Key Outcomes:
  • 20 hours of administrative time saved per month.
  • Client onboarding process accelerated by 80%.
  • 100% accuracy in all client-entered data through required fields.
"Our paralegals are now focused on high-value legal work, not chasing paperwork. By connecting eSignly to our OneDrive templates, we've automated the entire client onboarding process. It's seamless, professional, and the automatic archiving is a lifesaver for compliance."
— Thomas Lamb, Managing Partner, Clarity Legal Partners
Technology / SaaS

HR Department Onboards 50 New Hires in One Day with Bulk Send

Client Overview: A fast-growing tech company needed to onboard a large batch of new remote employees. Their HR team stored all onboarding documents in structured folders within OneDrive and needed a secure, efficient way to distribute and collect signatures for 50+ individuals simultaneously.

Challenges:
  • The sheer volume of documents was impossible to manage manually.
  • Ensuring each of the 50 new hires received the correct, personalized forms.
  • Tracking completion status for hundreds of individual documents.
  • Securely and correctly filing every signed document for audit purposes.

Solution: The solution centered on eSignly's Bulk Send capability integrated with Microsoft 365. HR created an eSignly template for the onboarding packet and used an Excel file in OneDrive to automate the generation and sending of personalized document packets to each new hire.

Key Outcomes:
  • Time to complete onboarding paperwork for 50 employees reduced from 1 week to 1 day.
  • Achieved 100% document completion rate before the new hires' start date.
  • Eliminated all manual filing errors, ensuring a perfect audit trail.
"Onboarding 50 people used to take a week of coordinated chaos. With eSignly's bulk send feature and OneDrive, we did it in an afternoon. We prepped one Excel file, clicked a button, and the signed documents just started flowing back into the right employee folders. It's completely transformed our process."
— Olivia Bishop, HR Director, Innovatech Solutions

Proven Results, Trusted by Professionals

See how industry leaders across the globe are transforming their document workflows with eSignly.

Avatar for Garrett Vaughn

"The OneDrive integration is a must-have. Our team no longer wastes time downloading and uploading driver contracts. They just right-click, send, and the signed document comes right back to the folder. It's simple, fast, and has made our compliance so much easier."

Garrett Vaughn

Operations Manager, Apex Logistics

Logistics • 150 employees, USA
Avatar for Lauren Gentry

"We live in OneDrive and SharePoint. eSignly's ability to kick off a signature request from a proposal stored in OneDrive has accelerated our sales cycle. Our reps can get contracts out for signature moments after a verbal agreement, striking while the iron is hot."

Lauren Gentry

Sales Director, NextGen SaaS

Software • 80 employees, multi-site, USA & EMEA
Avatar for Quentin Carter

"I approved eSignly for the ROI. The time saved by not having staff manage a broken document process is a clear financial win. The secure audit trail and automated archiving in our existing OneDrive system sealed the deal. It's efficiency you can measure."

Quentin Carter

CFO, Stoneworks Manufacturing

Manufacturing • 400 employees, USA
Avatar for Kaitlyn Drummond

"Deploying eSignly was refreshingly simple. The OneDrive integration is a user-level OAuth connection, so there was no complex backend work. It respects our existing M365 permissions, and the HIPAA compliance gives us the security assurance we absolutely need."

Kaitlyn Drummond

IT Manager, HealthFirst Clinics

Healthcare • 25 clinics, 500+ employees, USA
Avatar for Parker Hudson

"As a small firm, we need tools that just work. eSignly's integration with OneDrive is flawless. We manage all our client engagement letters in one place. It makes our small operation look incredibly professional and organized."

Parker Hudson

Founder, Momentum Consulting

Consulting • 25 employees, USA
Avatar for Mae Brooks

"Onboarding remote employees is so much smoother now. All our HR forms are templates in OneDrive. We use eSignly to send them out, and the signed copies are automatically filed. It's a complete, auditable system that saves my team hours every week."

Mae Brooks

HR Manager, Creative Assembly Inc.

Marketing & Advertising • 120 employees, Australia
Infrastructure & Compliance

Enterprise-Grade Technical Architecture

Our integration leverages robust, industry-standard protocols to ensure seamless connectivity, ironclad security, and full compliance for your most sensitive documents.

Microsoft Graph API

The backbone of our integration, allowing secure access to files and user data within the M365 ecosystem.

OAuth 2.0

The industry-standard protocol for secure, password-less authorization, ensuring safe connection to your OneDrive.

Azure Active Directory

Enables Single Sign-On (SSO) and robust user management for enterprise clients.

SharePoint Integration

Extends our capabilities beyond OneDrive to the entire Microsoft document management platform.

Power Automate

Allows users to build powerful, code-free custom workflows connecting eSignly with hundreds of other apps.

REST APIs

Our robust API allows for deep, custom integration of OneDrive signing workflows into your own applications.

JSON Web Tokens (JWT)

Ensures secure and authenticated communication between our services and your systems.

Cloud Security (SOC 2, ISO 27001)

Our infrastructure is certified against the highest global standards for security, availability, and confidentiality.

GDPR Compliance

Guarantees data privacy and protection for all users, especially those in the EMEA region.

HIPAA Compliance

Provides the necessary security controls and business associate agreements for healthcare organizations.

ESIGN & UETA Acts

Ensures our electronic signatures are legally binding and admissible in court in the USA and globally.

21 CFR Part 11

Meets the strict requirements for electronic records and signatures in the life sciences and pharmaceutical industries.

PDF/A (Archival)

We generate long-term archivable PDF documents that remain valid and readable for decades.

Cryptographic Hashing (SHA-256)

Creates a unique digital fingerprint of every document to ensure it is tamper-proof.

Public Key Infrastructure (PKI)

The underlying technology that secures the digital signing process, ensuring authenticity and integrity.

The eSignly Advantage for OneDrive Users

See how eSignly provides a more integrated and cost-effective solution compared to manual processes or other providers.

ManualGenericeSignly
Feature Manual Process (Email & Print) Generic eSignature Providers eSignly + OneDrive
Send from OneDrive No (Requires download/upload) Limited (Often requires upload to their platform) Yes (Native right-click integration)
Automated Archiving No (Requires manual upload and filing) Partial (May sync to a single folder) Yes (Saves back to the original source folder)
Workflow Automation None Possible, but often requires expensive API plans Yes (Templates, Bulk Send, and Power Automate connector)
Security & Compliance Low (High risk of data leaks and version errors) High (But documents live on their platform) Highest (Documents stay in your OneDrive, backed by our compliance)
Total Cost of Ownership High hidden costs (wasted time, errors) High (Expensive plans, API access fees) Low (Transparent pricing, huge productivity ROI)
Delivery Models

Flexible Solutions for Every Business Need

Whether you are an individual needing quick document signing or an enterprise requiring deep workflow integration, eSignly offers a tailored delivery model for you.

SaaS Plans (Professional, Business, Enterprise)

Ideal for: Individuals, teams, and entire organizations that need a ready-to-use solution.

  • Full OneDrive integration for sending and archiving
  • Unlimited signature requests
  • Templates, custom branding, and advanced features based on tier

Timeline:

Immediate access after signup and a 2-minute integration setup.

Note: Billed per user, per month, with discounts for annual payment. A free plan is available to get started.

eSignature API Plans

Ideal for: Businesses and developers who want to embed signature functionality for OneDrive documents directly into their own applications or websites.

  • Full API access to programmatically send, track, and manage documents
  • Webhooks for real-time status updates
  • Developer sandbox for testing

Timeline:

Get your first API call working in under an hour with our comprehensive documentation.

Note: Volume-based pricing per signature or per API call, providing cost-effective scalability.

The Future is Automated: Our AI Vision for Your Documents

Our OneDrive integration is just the beginning. We are actively developing AI-powered features to bring even greater intelligence and automation to your document workflows, helping you move from simple signatures to true agreement intelligence.

AI-Powered Data Extraction

Imagine a signed contract is saved to OneDrive, and our AI automatically extracts key data—like the effective date, total value, and client name—and populates it in an Excel sheet or your CRM. This is the future of post-signature automation.

Smart Clause Analysis

Our AI will help you identify non-standard clauses or potential risks in contracts stored in your OneDrive before you even send them for signature, empowering your legal and sales teams to negotiate more effectively.

Predictive Workflow Suggestions

Based on the type of document you select in OneDrive, our platform will intelligently suggest the right template, signers, and workflow, further reducing manual setup and ensuring consistency across your organization.