signNow Integrations Updates & Release Notes

The new SignNow Chrome Extension brings your document workflows directly into your browser. Now you can detect, sign, and send documents for signature without leaving the page you're on — whether you're browsing the web, reading emails in Gmail, or working in Google Workspace. By removing the need to switch between tabs and manually upload files, the extension streamlines how you handle everyday signing tasks and helps you move through documents faster.

After installing the extension from the Chrome Web Store, log in with your SignNow account to get started. The extension automatically scans your active tab and lists all supported files it detects, including email attachments and linked documents. Click any file to choose your action: sign it yourself or invite others to sign. SignNow opens as a modal overlay on your current page by default, or you can switch to a new-tab experience in settings. You can also right-click any file link for quick access to the same actions. Use the settings panel to customize which file formats the extension detects and how SignNow opens.

SignNow expands its MCP server capabilities so you can manage the entire signing workflow directly through your AI agent. Based on early adopter feedback, this update introduces document preview before sending, support for existing documents and file uploads, invite management with cancellation and resend options, and enhanced invite parameters including expiration, reminders, and signer authentication. You no longer need to switch to the SignNow UI to handle common tasks like following up on pending signatures, recovering from a misdirected invite, or generating a quick signing link to share via Slack or email.

The updated toolset lets you upload files and convert them into reusable templates, search your existing documents by name or signing status, and preview any document before confirming recipients. When sending invites, you can now set expiration days, automatic reminder intervals, custom email subjects, and authentication requirements — all within the AI conversation. A new one-step pre-fill tool creates a document from a template and populates fields in a single call, replacing what previously required multiple steps. You can also generate one-time signing links that recipients can use without a SignNow account, cancel pending invites, and resend reminders to specific signers who haven't yet signed.

SignNow for Salesforce now supports document generation combined with e-signature in a single automated workflow. Using the new SignNow Apex actions in Salesforce Flow, you can create documents populated with live Salesforce data — including single-line values and dynamic tables — and send them for signing automatically, without leaving your Salesforce environment. This eliminates the need for separate document generation and e-signature tools and lets your team embed document generation directly into existing Salesforce automation, driving faster deal completion across your signing workflows.

To get started, your Salesforce admin prepares a DOCX template with merge tags and a Document Flow with pre-configured recipients, then adds the SignNow document generation Apex action in Flow Builder. When the Flow runs, SignNow pulls the relevant Salesforce data, generates the completed document, and creates the signing invite automatically. If anything needs attention — such as a template or configuration issue — the admin receives a clear notification describing the problem and how to resolve it.

SignNow introduces a redesigned SharePoint Online integration built on the Native Integration framework, delivering a more streamlined experience for sending, signing, and managing documents directly within your SharePoint environment.

Admins now have greater control over templates, document flows, and custom actions, while end users benefit from a more intuitive sending experience — whether working with files from SharePoint folders or SignNow templates. The updated integration also introduces proper support for self-signing, so you can sign documents without leaving SharePoint.

To get started, install the SignNow for SharePoint app and log in using your SignNow credentials, Google, or Microsoft account via OAuth.

Admins can upload and manage templates, add fillable fields, map template fields to SharePoint data, configure document storage settings, and create custom actions for sending templates or files.

End users can select one or more files from a SharePoint folder, choose a SignNow template from a SharePoint list, or send documents through custom actions — all with a complete guided sending flow. You can also track all sends directly within each record.