Read and Sign documents using Infowise Ultimate Forms in SharePoint Online Part-2

This is the 2nd Part of the Read and Sign documents using Infowise Ultimate Forms in SharePoint Online (Infowise SOP Read and Sign for office 365) series. Before reading this article, check out the previous article: Read and Sign documents using Infowise Ultimate Forms in SharePoint Online Part-1.

In the Previous article, we learn how to create a column and how to add “Infowise Associated task” Content type to this column. We also learn how to create the “Signature” column in Infowise Ultimate forms for office 365.

Table of Contents

Configure the Business logic in Infowise Ultimate forms for office 365

Sharepoint Document Library(SOP):

Step 1: Go to your SharePoint Document Library, click on Library tab->click on ” Design “. It will open the “Infowise Ultimate forms”.

Step 2: Go to Alerts in Configuration Business Logic for creating alerts as shown below.

Read and Sign document in infowise for office 365 — Read and Sign document in info wise for office 365

In General Settings tab, Enter Title, Select Site, and Select List from the drop-down(by default Site and List names are selected).
Next, coming to the Recipients tab, Select users from Recipient Picker for “TO” as shown above in the screenshot.
Do the Same thing for “CC”(if you need “CC”).
Next, go to the Mail Templates, click on Add or update mail template. It will open “Add or update mail template” Dialogue box here enter detail as your requirement and click on Ok button.

using electronic signature in infowise for office 365 in sharepoint online

Sharepoint Task List (Signing Tasks)

Step 1: Go to your SharePoint Task List, click on List tab->click on ” Design “. It will open the “Infowise Ultimate forms”.

Step2: Go to Alerts in Configuration Business Logic for creating alerts as shown below.

Infowise-SOP-Read-and-Sign-for-office-365

In General Settings tab, Enter Title, Select Site, and Select List from the drop-down(by default Site and List names are selected).
Next, coming to the Recipients tab, Select users from Recipient Picker for “To” as shown above in the screenshot.
Next, go to the Mail Templates, click on Add or update mail template. It will open “Add or update mail template” Dialogue box here enter detail as your requirement and click on OK button.

Upload the Document in Sharepoint Document Library and assign the task to the User

Step 1: Now go to your SharePoint Document Library(“SOP”) upload the document as shown below.

Step 2: Next Click On “OK“, it will open “SOP SYSTEM” form. Enter Title, Signers and next click on “New Item” for assign task to the users as shown below.

Step 3: When clicking on New Item, ” Signing Task “form will be open.

Enter “Task Name”, Add username in ” Assigned to“, “Due Date”.
Next click on the Save button as shown below.

Infowise Electronic Signature field for office365

Step 4: Now the item is added in the “Read and Sign” column as shown below.

if you want to add one more item you can add it by “new item“.

Step 5: Next click Save button item will be added to the Sharepoint Document Library as shown below.

Read & Sign document infowise ultimate forms for office 365 — Read & Sign document info wise ultimate forms for office 365

Step 6: Now go to the “Read and Sign” Column, click on “Click for Details”. It will show the task details as shown below.

Step 7: like that we can add multiple users to the single document as shown below.

Step 8: For reading & Sign in the Document, the user will go through the mail or go the TaskList(in our example “Signing Tasks”).

Go to the task list, open on the task item.
Tick on the checkbox of “I confirm Reading” and Check on the “Sign” CheckBox.
click on the Save button as shown below.

Step 9: Now the item is updated in the task list as shown below.

Step 10: See in your SharePoint Document library all task has been updated as shown below.

If you are new to Infowise Ultimate Forms, you can read some more tutorials and get to know about various features.

Conclusion

In this article, we learned about how to Read and sign in the document in a document library in SharePoint Online Office 365, How to create Signature, and how to add “Infowise Associated task” content type to the column in the Infowise Ultimate forms for office 365 in SharePoint online.

Bijay Kumar

After working for more than 15 years in Microsoft technologies like SharePoint, Office 365, and Power Platform (Power Apps, Power Automate, and Power BI), I thought will share my SharePoint expertise knowledge with the world. Our audiences are from the United States, Canada, the United Kingdom, Australia, New Zealand, etc. For my expertise knowledge and SharePoint tutorials, Microsoft has been awarded a Microsoft SharePoint MVP (9 times). I have also worked in companies like HP, TCS, KPIT, etc.