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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Transform your manual document process into a seamless, automated workflow without ever leaving the Microsoft environment.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Yes, our integration works seamlessly with both personal Microsoft accounts and business/enterprise accounts through OneDrive for Business and SharePoint.
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.
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.
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.
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.
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.
Yes. eSignly provides the necessary security controls and business associate agreements required for healthcare organizations to maintain HIPAA compliance when processing sensitive 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.
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.
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.
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.
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.
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.
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.
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.
eSignly's OneDrive integration is not just a tool; it's a business accelerator for any team that relies on signed documents.
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.
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.
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.
Accelerate transactions from listing to closing. Get listing agreements, offers, and addendums signed in minutes, not days, directly from your mobile device or laptop.
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.
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.
"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."
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.
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.
"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."
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.
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.
"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."
See how industry leaders across the globe are transforming their document workflows with eSignly.
"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."
Operations Manager, Apex Logistics
Logistics • 150 employees, USA"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."
Sales Director, NextGen SaaS
Software • 80 employees, multi-site, USA & EMEA"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."
CFO, Stoneworks Manufacturing
Manufacturing • 400 employees, USA"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."
IT Manager, HealthFirst Clinics
Healthcare • 25 clinics, 500+ employees, USA"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."
Founder, Momentum Consulting
Consulting • 25 employees, USA"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."
HR Manager, Creative Assembly Inc.
Marketing & Advertising • 120 employees, AustraliaOur integration leverages robust, industry-standard protocols to ensure seamless connectivity, ironclad security, and full compliance for your most sensitive documents.
The backbone of our integration, allowing secure access to files and user data within the M365 ecosystem.
The industry-standard protocol for secure, password-less authorization, ensuring safe connection to your OneDrive.
Enables Single Sign-On (SSO) and robust user management for enterprise clients.
Extends our capabilities beyond OneDrive to the entire Microsoft document management platform.
Allows users to build powerful, code-free custom workflows connecting eSignly with hundreds of other apps.
Our robust API allows for deep, custom integration of OneDrive signing workflows into your own applications.
Ensures secure and authenticated communication between our services and your systems.
Our infrastructure is certified against the highest global standards for security, availability, and confidentiality.
Guarantees data privacy and protection for all users, especially those in the EMEA region.
Provides the necessary security controls and business associate agreements for healthcare organizations.
Ensures our electronic signatures are legally binding and admissible in court in the USA and globally.
Meets the strict requirements for electronic records and signatures in the life sciences and pharmaceutical industries.
We generate long-term archivable PDF documents that remain valid and readable for decades.
Creates a unique digital fingerprint of every document to ensure it is tamper-proof.
The underlying technology that secures the digital signing process, ensuring authenticity and integrity.
See how eSignly provides a more integrated and cost-effective solution compared to manual processes or other providers.
| 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) |
Whether you are an individual needing quick document signing or an enterprise requiring deep workflow integration, eSignly offers a tailored delivery model for you.
Ideal for: Individuals, teams, and entire organizations that need a ready-to-use solution.
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.
Ideal for: Businesses and developers who want to embed signature functionality for OneDrive documents directly into their own applications or websites.
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.
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.
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.
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.
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.