Set Up Microsoft Outlook and SharePoint (Step 2: Signing In to Microsoft Office 365)

This article will guide you through the steps to sign into Microsoft Office 365 within ZenContract. Please ensure that you or your administrator has completed Step 1 of the Microsoft Outlook and SharePoint setup process (details available here) before proceeding with the instructions in this article.

1. Log in to ZenContract and navigate to the My Profile page.
   
2. Click the "Sign in" button next to "Microsoft Office 365". This button is visible only after completing Step 1 of the Microsoft Outlook and SharePoint setup process.
   
3. Follow the Microsoft sign in process as prompted. 
4. Upon successful login, you will be redirected back to ZenContract, where Outlook and SharePoint options will now be visible. If you encounter any sign in errors, please take a screenshot of the error and email it to [e-mail] for assistance.
   
5. Select the checkbox next to "Send emails using Outlook" if you wish to send contracts using your email address.
6. To store accepted contracts in SharePoint, select the checkbox next to "Save accepted contracts to SharePoint". This action reveals a dropdown list of your SharePoint sites. Select a site from the dropdown list where your accepted contracts will be stored. 
   Once SharePoint is enabled, the next time a contract is accepted, our system will create a "ZenContract" folder within the Documents directory of your chosen site. Every time a contract is accepted, a PDF copy will be saved in the ZenContract folder.

If you have any questions about this article, please don't hesitate to reach out to [e-mail].