How to Upload Documents from SharePoint in Evia Sign

Evia Sign now makes it effortless to pull in documents directly from your SharePoint account

What You Can Do

• Connect your SharePoint account from inside Evia Sign.

• Browse SharePoint lists and folders that holds your documents.

• Select and attach documents directly to your signature request

• Complete the eSignature request flow—all without leaving the app.

This guide walks you through how it works from start to send.

Step 1: Start a Signature Request

Head to your Evia Sign account and click “NEW SIGN REQUEST” to begin a new signing process.

Step 2: In the Document Upload Step, Click “SharePoint”

When you reach the Document Upload step, you’ll see a button labeled “SharePoint.” Click it to connect with your SharePoint account.

If you haven’t connected your SharePoint account yet, you’ll be prompted to log in using your SharePoint credentials.

Once connected, Evia Sign will open a custom file picker window that lets you browse your SharePoint environment—without ever leaving the app.

Step 3: Browse Your SharePoint Lists and Document Folders Right Inside Evia Sign

The custom file picker window will show your available SharePoint lists, each containing folders with the documents you need.

To view and explore your SharePoint lists, use the dropdown at the top to select the one you want to access. Evia Sign will then display the folders (items) inside it.

Step 4: Select the Folder That Has Your Documents

After choosing a list, you’ll see a set of folders (or items) that hold your SharePoint documents.

Tick the checkbox next to the folder you want to use for your signature request.

Step 5: Attach and You’re Done

Once selected, click Attach.

Evia Sign will instantly pull the documents from SharePoint and add them to your signature request.

From here, just continue like usual—assign signatories, place your signature stamps, and send it off.