Saving documents to Microsoft and Google

Once the document is signed by all parties, it is saved as closed in Signi. In addition, you can have it saved in your own cloud environment.

• Nastavení propojení
• Připojení na Goole Disk
• Propojení na Microsoft One Drive, resp. Microsoft Sharepoint

Connection settings

You can set up the connection in Workspace Settings.

In the Settings tab, there are currently two storage options available, namely Microsoft OneDrive and Sharepoint and Google Drive.

Connecting to Goole Disk

When setting up a connection to Google Drive, you need to enter the folder ID in the settings - the code after the last slash in the URL for that folder:

https://drive.google.com/drive/folders/1a3UQ2xPIk-J4IC9IcglcmyExEN4d-Ywx

Once the document is closed, i.e. signed or approved by all, a notification will appear on the main screen of the document drafter that the document, or multiple documents, are ready to be saved to Google Drive, which you can then do by clicking Send to Google Drive.

If documents are not uploading to Google Drive, go to https://myaccount.google.com/connections and remove Signi.com from the list of allowed apps.

After successful removal, try to pair the folder again by clicking the button on the main page of the app.

Connection to Microsoft One Drive or Microsoft Sharepoint

For Microsoft OneDrive and Microsoft Sharepoint, the save function is only available for Microsoft accounts for businesses or schools, not personal accounts.

• To set up a connection to Microsoft OneDrive or Sharepoint, simply click Activate in the settings.

• Saving documents to a folder does not require any confirmation, it happens automatically after the creation of a closed, signed document.

• The documents saved from Signi are accessible in Microsoft OneDrive and Sharepoint in the root or default folder, typically the "Documents" folder of the "Communication Site" library, in the iSmlouva subfolder, which is created automatically after the first document is closed after the connection is set up.

• When creating a signing scenario for each document, you can choose to save the document in the iSmlouva folder or in its subfolders.

Warning!!! The documents are saved to the Onedrive/Sharepoint folder under the Microsoft account used by the Signi workspace administrator to activate saving to Onedrive/Sharepoint. 
It is the responsibility of the Onedrive/Sharepoint administrator to share the iSmlouva folder in the company with those who should have access to it. Otherwise, even though they are Signi users and can draft and sign documents in Signi, they may not have the iContract folder in their Onedrive/Sharepoint accessible at all.

Both MS OneDrive and MS Sharepoint folders are accessible through the Microsoft Graph API using the same methods. These are also used by Signi to save files to a folder.

However, the rules under which MS Sharepoint folders are accessible through the interface are complex. Not yet on all MS Sharepoint configurations can decipher how to set the rights in MS Sharepoint so that the corresponding folder is accessible to Signi as needed.

If you don't see the folder under the selected Microsoft account in Signi, always verify that you have used a Microsoft account for business or school to link, not personal accounts.

Selecting subfolders of the default folder when you tap "OneDrive" in a signing scenario.

Document saved from Signi to Microsoft Sharepoint in the iSmlouva subfolder of the root or default folder.