Can WoltSign sign Word files directly?

WoltSign works with PDF and common document formats. If you have a Word file, export it to PDF first. A Zapier step can automate this conversion using Microsoft's Office 365 Zapier actions.

Does this work with SharePoint as well as OneDrive?

Yes. Both SharePoint and OneDrive files are accessible via Microsoft's Zapier integration. Set the trigger to watch a specific SharePoint document library or OneDrive folder.

Is this integration available to all Microsoft 365 plans?

The integration requires a Zapier account with Microsoft 365 Zapier actions, which are available on Zapier's standard and above plans. The WoltSign side is included in your WoltSign plan.

Where are setup instructions?

Full setup documentation is at /documentation. Microsoft 365 and WoltSign each have published Zapier apps with setup guides on Zapier's directory.

Integration

Via Zapier / API

Send Microsoft 365 Documents for E-Signature

WoltSign connects to Microsoft 365 via Zapier or REST API. A direct OneDrive and SharePoint file picker is on the roadmap.

Connect Microsoft 365 See setup docs

Use cases

What teams do with WoltSign and Microsoft 365

Pick a Word document from OneDrive and send it for signing without downloading it
Automate contract signing when a new file is added to a SharePoint document library
Save completed signed documents back to SharePoint for compliance record-keeping

Workflow

How it works

Three steps from trigger to completed signature. Full setup detail lives in the documentation.

1
Export your Word document to PDF from Microsoft Word, or use a Zapier step to convert it automatically.
2
A Zapier Zap picks up the file from OneDrive or SharePoint and creates a WoltSign signing request with the file attached.
3
On completion, a Zapier step saves the signed PDF back to the original SharePoint folder or a designated archive location.

FAQ

Microsoft 365 integration FAQ

Can WoltSign sign Word files directly?: WoltSign works with PDF and common document formats. If you have a Word file, export it to PDF first. A Zapier step can automate this conversion using Microsoft's Office 365 Zapier actions.
Does this work with SharePoint as well as OneDrive?: Yes. Both SharePoint and OneDrive files are accessible via Microsoft's Zapier integration. Set the trigger to watch a specific SharePoint document library or OneDrive folder.
Is this integration available to all Microsoft 365 plans?: The integration requires a Zapier account with Microsoft 365 Zapier actions, which are available on Zapier's standard and above plans. The WoltSign side is included in your WoltSign plan.
Where are setup instructions?: Full setup documentation is at /documentation. Microsoft 365 and WoltSign each have published Zapier apps with setup guides on Zapier's directory.

Get started

Connect Microsoft 365 to WoltSign

Open your WoltSign account, connect via Zapier or the REST API, and follow the setup guide at /documentation.

Connect Microsoft 365 See setup docs