Documents & E-signature
SharePoint, centralized in Dojo360
SharePoint keeps doing what it does best. Dojo360 brings its document libraries into the same back office as every other system you run, so your team works from one record, one set of numbers and one inbox.
Documents
Envelopes and contracts from SharePoint · refreshed 32 seconds ago
- SharePoint4mBuyer’s order signed, deal moved to Delivery
- Pipeline4mSigned PDF attached to deal record
- Automations1hReminder sent to Harbor Fleet
| Document | Signer | Status | Sent |
|---|---|---|---|
| Omar K. | Completed | 9:14a | |
| Rafael T. | Viewed | 10:02a | |
| Harbor Fleet | Sent | 10:40a | |
| Hana M. | Completed | 11:05a |
What flows into your Dojo
We map SharePoint to the shared Dojo360 data model, sync it in both directions where the API allows, and Managed Link monitors the connection so it keeps working.
- Contracts and envelopes
- Files and folders
- Signature status
Before and after
Contracts live in inboxes and shared drives, and nobody is sure which version was signed.
Documents attach to the record they belong to, and signing moves the deal forward.
What your brand gains
Signed means done
A completed signature advances the deal stage.
Right file, right record
No hunting through shared folders.
Client access
Customers download their documents from their portal.
Modules SharePoint powers
Once connected, SharePoint data is available to these parts of the Dojo straight away.
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