Penneo Sign

Penneo Sign allows users to send PDF documents for electronic signature directly from Epona365.

Requirements

• Exactly one PDF document must be selected (non-PDF files and multi-selections are not supported).
• The DMS configuration must have eSigningProvider set to Penneo — see DMSConfigurationCenter — Penneo.
• The penneo-case-creation feature flag must be present in the Epona365 API /api/configuration response (registered automatically, no manual setup required).

Usage

1. Right-click a single PDF document in the document list.
2. Select Penneo Sign from the context menu.
3. A loading tab opens in the browser and a progress dialog is shown.
4. A Penneo OAuth authorization popup appears — log in with your Penneo account and approve access.
5. Epona365 creates a Penneo signing case for the document and redirects the loading tab to the Penneo case draft.
6. Complete the signing setup in Penneo and send the document for signing.

Configuration

1. Within Penneo

Register an OAuth application in the Penneo developer portal:

1. Set the Redirect URI to {epona365-url}?view=oauth. For example: https://xxxxx.sharepoint.com/sites/yyyyy/SitePages/Epona365.aspx?view=oauth
   • Replace xxxxx with the subdomain of the customer/project.
   • Replace yyyyy with the DMS root site name (normally epona365).
2. Set the Grant type to Authorization Code with PKCE.
3. Note the Client ID — needed in DMSConfigurationCenter (step 2).
4. Note the Client Secret — needed in Azure Key Vault (step 3).

2. Within DMSConfigurationCenter

See DMSConfigurationCenter — Penneo for the full configuration steps.

In short:

1. Open DMSConfigurationCenter.
2. Go to Document Signing and set eSigningProvider to Penneo.
3. Go to the Penneo category and enter the Client ID.
4. Enable Sandbox mode if using a Penneo test environment.
5. Save the configuration.

3. Epona365 portal — Organization Settings

Penneo must be enabled and the Client Secret stored via the Epona365 admin portal:

1. Open the Epona365 portal and navigate to Organization → Settings.
2. Scroll to the Penneo document signing section.
3. Check Enable Penneo document signing and click Save.
4. Once enabled, a client secret form appears below the toggle.
5. Select the DMS configuration (e.g. Default) from the dropdown.
6. Enter the Client Secret in the Client secret field.
7. Click Save.

The secret is stored in Key Vault under the key penneo-{configuration}-clientsecret, where {configuration} is the DMS configuration name normalized to lowercase alphanumeric characters with hyphens (e.g. My Config → my-config). For the Default configuration the key is penneo-default-clientsecret.

Note: The Client Secret field is write-only — there is no way to read back the stored secret through the portal. To rotate the secret, enter the new value and save again.