Employees do not have to spend most of their time on administration and waiting for signed documents to be archived. They can concentrate on their core activities with the greatest added value. Faster confirmation and digital signatures on all documents with customers, suppliers, partners or employees will also speed up the flow of money into the business

• Benefits of electronic signatures 
• Examples of documents for electronic signing
• How does it work
• Connecting to Signi 
  • Microsoft 365 - Office suite in the cloud
  • Microsoft Dynamics 365 - Enterprise Application Suite
  • Microsoft Excel Extensions 
  • Microsoft Power Apps - Application Development Platform
  • Integration methods - Microsoft Power Automate or direct Signi API calls
  • Operation "on premise" - in private Microsoft Azure or own HW 
• Learn more about connecting Signi and Microsoft 
• Next steps

Benefits of electronic signatures 

1. Speeding up business processes: by reducing all agreement times, the flow of money into the company is accelerated

2. Reduced costs: costs associated with printing, scanning and archiving paper documents are eliminated

3. Increased productivity: teams focus on key activities and don't spend time on administration

Examples of documents for electronic signing

• SALES - order, framework contract, purchase, lease, reservation, work, cooperation, price list, terms and conditions - GTC, confidentiality agreement - NDA, personal data processing - GDPR, declaration of origin of funds - AML, affidavit, power of attorney, code of ethics, etc.

• DELIVERY - statement of work, handover report, service report, vehicle handover report, home inspection, inspection, delivery note, purchase order, credit note, etc.

• HR - Formal offer of employment, work performance agreement, "pink" tax declaration, contract for use of company vehicle, receipt of work equipment, employee familiarisation with regulations, attendance sheets for training, material liability, payroll deductions.

  Note: the employment contract, pay slip, termination notice, credit slip, etc. are still regulated by the Labour Code , but they can be signed electronically on one device at the workplace, then they do not need to be delivered.

The area of electronic signing is governed by the EU eIDAS Directive, which significantly simplifies the conclusion of common commercial agreements outside the public administration.

How does it work

1. The system prepares the documents to be signed - uploading documents to be signed and/or entering supporting data.

2. The documents are sent to all signatories for digital signature.

3. The signed documents or data on the status and result of the signing are received back and the next steps can be automatically started "in reverse".

Connecting to Signi 

The link will allow to fully automate processes involving legally provable consent of customers, suppliers, future employees with any documents in the online environment. Learn more about speeding up processes across industries and agendas.

Microsoft 365 - Office suite in the cloud

Signi can be easily connected to a Microsoft 365 environment , typically Sharepoint, Teams etc. For more information on the technical options for linking, see Integration methods - Microsoft Power Automate or direct Signi API calls.

An example of a simple integration into Microsoft Sharepoint.

The user selects the document(s), specifies who to send them to for signing, and receives the signed documents back in the folder.

An example of a simple integration into Microsoft Sharepoint.

Microsoft Dynamics 365 - Enterprise Application Suite

Signi can be easily interfaced with Microsoft Dynamics 365 environments, typically Microsoft CRM for order or contract drafting, including various attachments in sales or ERP for logistics signing and accounting of delivery notes, credit notes, etc. For more on the technical possibilities of interfacing, see Integration methods - Microsoft Power Automate or direct Signi API calls.

Benefits of electronic signing in business:

1. Increased performance of the sales network
2. Faster closing of deals
3. Reduces the volume of lost business
4. Salesmen focus on sales
5. Salesmen do not spend time on administration

Benefits of electronic signing in logistics and accounting:

• Complete elimination of paper documents
• Automation and acceleration of the entire process
• For deliveries: documents are transferred to Signi, where they are available to the transferor on a mobile or tablet, the transferee signs electronically on the spot, the signing information is immediately available in the information system of both parties. If hybrid PDF/ISDOC formats are used, they can be processed automatically.
• When accounting documents are circulated: the acceptor can acknowledge receipt of the document or sign the document, then a broad audit trail is available to the control authority. When hybrid PDF/ISDOC formats are used, they can be processed automatically.

Example of integration with Microsoft Dynamics 365.

Microsoft Excel Extensions 

We all know that without Microsoft Excel, the world economy would collapse by the next day. Even Signi uses Excel, for example, to send documents in bulk for signature. Just upload the data needed to send out documents into Excel and then just hit the send button in Excel.

• In the simplest case, one document is sent to one person based on the data from each row in Excel.
• It is also possible to have a more complicated send, e.g. send one document to multiple people for signature and in turn send multiple documents to one person for signature or approval in one set.
• It is possible to send the documents directly for signature or to pre-prepare them in Signi where they can be checked and possibly edited before sending.
• Based on your specifications, we will prepare a template in Signi and the corresponding Excel to populate it. If you have a macro expert on your team, you can easily customize your workbooks to suit your needs.

Connection between Excel and Signi - Principle.

Connection between Excel and Signi - Video demonstration.

Microsoft Power Apps - Application Development Platform

Signi can be easily connected to applications developed on the Microsoft Power Apps platform. An example is the TALXIS cloud solution..

Integration methods - Microsoft Power Automate or direct Signi API calls

Microsoft Power Automate can be used to easily and customizably forward documents for signature from your environment. This has one absolutely crucial advantage. It can automate activities in a very flexible way, with many options for calling them or displaying the results in the user interface. At the same time, it allows you to call interfaces/APIs to external systems with data obtained in different parts of the system. As well as automate the actions that occur after results are returned from these systems. Therefore, for integration with Microsoft 365, Microsoft Dynamics 365 and Microsoft Power Apps, we offer the use of the SIGNI connector for Microsoft Power Automate.

If required, e.g. for on premise installations or legacy solutions, a direct SIGNI API call can also be used.

Operation "on premise" - in private Microsoft Azure or own HW 

Are you a larger company and need to deploy Signi in your own Microsoft Azure environment? Do you need to be in direct control of your IT infrastructure and need to run Signi on premise? Are you looking for a way to deploy Signi while minimizing the exposure of your documents and IT infrastructure outside the company?

Learn more in the article IT Environment Options for Running Signi.

Learn more about connecting Signi and Microsoft 

• Signi and Microsoft 365 - Making electronic signatures a little more accessible (CZ)
• Integrating Signi into a Microsoft environment
•  IT environment options for running Signi

Next steps

• Contact Signi 
• Contact Microsoft partners who can also provide you with connectivity- NETWORG, Millennium, Autocont and other Microsoft partners