Foxit eSign SharePoint integration
- Send and sign or request a signature from SharePoint with the Foxit eSign SharePoint integration
- See Envelope Status for each sent envelope
- Automatically backup your completed envelopes in SharePoint: Signature Certificates and completed envelopes are automatically saved to the SharePoint site in a folder.
See The Integration In Action
Integrate Foxit eSign with Sharepoint to easily send documents for signature, automatically save completed documents in a folder. Users can now navigate to their Sharepoint drive, access their Foxit eSign documents and see the envelope status.
Installing Foxit eSign For SharePoint
Click here to Authenticate Your Foxit eSign Account.
System Admins access is required for installation Step 1-2.
If you are a regular user and Step 1 and Step 2 are completed, you may start at Connect Foxit eSign account to SharePoint.
Step 1
- Generate App-only Client ID and Client Secret for SharePoint. Follow the below steps to generate the Client ID and Client Secret.
- Navigate to a site in your tenant (e.g., https://contoso.sharepoint.com) and then call the appregnew.aspx page (e.g., https://contoso.sharepoint.com/_layouts/15/appregnew.aspx). Click on the 'Generate' button on the below page to generate a Client ID and secret. Fill in the remaining information, as shown in the screenshot below.
- The next step is granting permissions to the newly created principal. Since we’re granting tenant scoped permissions, this can only be done via the appinv.aspx page on the tenant administration site.
You can reach this site via https://contoso-admin.sharepoint.com/_layouts/15/appinv.aspx.
Replace Contoso with your tenant’s name. Once the page is loaded, add your Client ID, and look up the created principal: - To grant permissions, you will need to provide the permission XML that describes the required permissions. Since this application needs to be able to access all sites + also uses search with app-only, it needs the below permissions:
<AppPermissionRequests AllowAppOnlyPolicy="true">
<AppPermissionRequest Scope = "http://sharepoint/content/tenant" Right = "FullControl" />
</AppPermissionRequests > - You’ll be presented with a permission consent dialog when you click on Create button. Press the ‘Trust It’ button to grant the permissions:
Step 2
- Get App Catalog URL for SharePoint tenant. Follow the Below steps to get the app catalog URL
- Navigate to your Tenant Administration site, usually located at https:// -admin.sharepoint.com
- Click on 'More Features' in the left navigation
- Click on the 'Open' button under the Apps section
- Click on the 'App Catalog' link on the Apps page.
- You will be redirected to your tenant app catalog site if it’s already been created. Otherwise, you’ll be given the option to create an app catalog.
Connect Foxit eSign account to SharePoint
The installation process starts with Authentication with Foxit eSign Account. You will be redirected to the Login screen from Foxit eSign as below.
- Enter your account Username (Registered email ID with Foxit eSign):
- Click on the ‘Next’ button.
- After entering the Username, it will be checked whether that Username exists in the Foxit eSign account. If a User exists, then the following screen will appear where you need to provide the Password of the Foxit eSign account.
- Click on the ‘Sign In’ button.
- After signing in, you need to provide Permission for your account by clicking on the ‘Allow’ button on the below screen.
- After allowing permissions, you will be redirected to the Details screen, where you must provide Sharepoint Client ID and Secret generated in the very first step. Additionally, provide an App catalog URL and a list of sites to which you want to integrate this app. You can add up to 10 sites using the “Add More Sites” link.
- Once you ‘Submit’ your details, installing the app on your mentioned sites will take a few minutes. Below screen will appear while installation is in progress.
- Once installation is done successfully, you will get the below screen.
Now you can head to your SharePoint application to use Foxit eSign!
Click here to Authenticate Your Foxit eSign Account.