Help

Step 1: Setup by your administrator

 

The connector must first be installed by your SharePoint site administrator before it can be used:

• SharePoint Connector Documentation for ConsignO Cloud

 

Step 2: Use and manage the connector

 

The project initiator may use the SharePoint connector for two main actions:

• Create a signature project
• Download signed documents from the ConsignO Cloud account to SharePoint

 

1. Create a signature project
2. Synchronizing and downloading signed documents (Synchronize)
3. Management and Troubleshooting
   • a. Validate the account
   • b. Delete the connector

 

1. Create a signature project

To create a signature project from SharePoint, two options are available:

• Select one or multiple files, then from the menu, chose Create Project.

 

 

• Or, from the Option button (vertical …) on the right side of the file, select the option ConsignO Cloud – Create Project

 

 

• The user should then be redirected to the signature project creation page as it would be normally shown when creating a project directly through the ConsignO Cloud interface.

 

 

• It will then be possible to define signers and set the signature zones on the document before launching the project.

 

 

• Once the project is launched, the user should be redirected automatically back to SharePoint.

2. Synchronizing and downloading signed documents (Synchronize)

There is no automatic download of documents back into the SharePoint directory. Project initiator will receive notification via email once a project is completed and should then log into SharePoint to download and save the signed project.

A specific folder should be selected first. This step is mandatory and has been favoured to give more flexibility to the end-user to save completed projects in a distinct folder if needed, and to make sure not to overwrite the original document.

To download a completed project:

• Through the Documents section, simply select a folder where you would like to save the signed documents. Then using the menu, select the option to Synchronize.

 

 

• You can also select this step from the option menu (vertical …) next to the selected folder.

 

 

• You should then be redirected to a dashboard where you can see all completed projects available for download.

 

 

• Select the projects you want to synchronise and download back to SharePoint and click on the Synchronize button.
• A new folder will be created for each project. This folder contains the signed document as well as the audit trail document.

 

 

 

3. Management and Troubleshooting

It may happen that some configurations are lost when ConsignO Cloud or SharePoint updates are performed.

Here are some troubleshooting tips.

 

a. Validate the account

The first step should always be to check and link the accounts again, if needed.

• Using the menu select “ConsignO Cloud – Manage my account”

 

 

You will then be taken to the ConsignO Cloud info page where you can access the Account Information.

From here, users Modify the account and link a new account to SharePoint or simply Delete an account from SharePoint altogether.

 

 

When an account is configured within SharePoint, a reference to it can be viewed within the ConsignO Cloud account. Go to the Preference menu in ConsignO Cloud then Third Application password.

You should see an entry ConsignO Cloud SharePoint like the one illustrated below:  If there are none or multiple, it may be a good idea to delete them all and start from scratch from SharePoint directly.

 

 

b. Delete the connector

Warming : This should be your last resort. You will remove the application and then install it again.

From the menu on the left, select Site Contents site and then Apps for SharePoint.

 

 

“Once on the page, locate ConsignO Cloud, click on the ‘…’ menu, then click on it again to reveal additional options, including ‘Delete’.”