Zoho Sign integrates separately with Microsoft 365, Teams, Outlook, OneDrive, Power Automate and Copilot.
Import users to your Zoho Sign account from Microsoft 365
Collaborate and negotiate agreements on Teams
Request signatures and send signed documents via Outlook mail
Import/export/store documents using OneDrive
Automate signature workflows with other app flows using Power Automate
Perform Zoho Sign actions with prompts in Copilot using our plug-in operations
- Microsoft 365
- Teams
- Outlook
- OneDrive
- Power Automate
- Copilot
Federated single sign-on
Use Zoho Sign without creating a new account. Sign in to Zoho Sign using your pre-existing Microsoft 365 account.
Add users
Add Microsoft 365 account holders to your Zoho Sign account as users in three steps. Go to Settings >> Users >> Add Microsoft 365 users, and voila, your Microsoft 365 users can work directly on your Zoho Sign account.
Collaborate with your team
Documents uploaded can be viewed with the Zoho Sign integration by all members in the Teams account. Edit, comment, review, and sign using Zoho Sign with Teams. Accelerate this process and be notified of signing updates via the Teams chatbot.
Set up templates & SignForms
In addition to signing documents yourself and sending documents for signing, you can create templates and SignForms from within Teams. Convert regularly used documents into templates and generate public URLs for documents to be sent for signatures right from your Teams interface.
Monitor and manage documents
Monitor the signing status of all your documents, recall them, or email them from your Teams page. View the document activity on your account for any duration of time using the Reports option.
Sign attachments from your email
Forget downloading attachments to your local devices.Open email attachments to be signed or attachments sent for signing using Zoho Sign within Outlook. Perform functions like adding recipients, leaving a note, and setting roles and authentication methods without leaving your email screen.
Add signer fields
View the document in Zoho Sign's document viewer mode to add fields and customize your signing experience.
Track documents
Click Documents on your integration dashboard to see the signing status, document history, and other document & recipient information right from your Outlook account.
Import documents
On Zoho Sign, import documents from your OneDrive cloud. Save time and storage by directly importing documents for signing using this integration.
Export signed documents
Export signed documents, templates to be signed, and other Zoho Sign documents onto OneDrive. Store your data securely on your OneDrive cloud and continue working from anytime, anywhere online.
Enable automatic cloud backup
Fear mishandling data or losing signed documents? Worry not when you can automate cloud backup for your completed documents by configuring your account settings. Zoho Sign will automatically create a backup of the completed documents on your OneDrive cloud.
Customize and automate your signature workflows with multiple apps
Create workflows connecting all your everyday workplace apps and Zoho Sign using Power Automate. Connect various triggers and actions to automate and execute workflows seamlessly.
Execute select Zoho Sign actions using prompts in Copilot
Download a specific document or the certification of completion, view the list of templates, check pending documents, and do more with Zoho Sign's plugin operations for Copilot.
Why choose Zoho Sign for Microsoft apps?
Secure
Zoho Sign uses military-grade cryptographic techniques to ensure tight security throughout the signing process.
Swift
With single sign-on (SSO), workflow automation, and prompts, you can accelerate your document turnaround time by 80% with Zoho Sign.
Simple
Operate between accounts with ease in a single interface. Access data from OneDrive, discuss over Teams, sign with Zoho Sign, and check document status using Copilot.
Legally compliant
Zoho Sign also complies with strict data privacy & security regulations such as the GDPR, CCPA, and HIPAA, and is internationally compliant as per the ESIGN Act, eIDAS, ETA, and many more.