Sign, annotate, and redact in place
The digital signature, annotation, and redaction tool opens from Teams and SharePoint. The signed document files itself back into the right folder.
See digital signaturesWork in Microsoft 365.File in Constellio.
Manage all of your documents from a centralized repository while keeping SharePoint, Teams, OneDrive, and Exchange. Your teams don’t change tools; your governance simply stops being scattered.
- SharePoint, Teams, OneDrive, and Exchange
- One search, every source
- Security down to the Teams channel
HOW IT WORKS
Connect. Find. Act. Protect.
Without moving a single file.
Constellio does not replace Microsoft 365: it slides underneath it. The files stay where they are, and search, metadata, signatures, and retention rules become common to all of them.
- 01 Connect
Plug in your Microsoft 365 spaces.
SharePoint sites, Teams channels, OneDrive accounts, and Exchange mailboxes connect to the repository. Indexing runs continuously, with no file copies and no disruption to existing permissions.
- Sites, channels, folders, and mailboxes
- Microsoft 365 permissions honoured
- Continuous indexing, no copies
- 02 Find
One search, every source.
The search engine reads what is inside the documents, not just their names. A single screen returns what lives in SharePoint, in a Teams channel, in OneDrive, or as an attachment.
- Full-text search inside documents
- Source shown on every result
- Facets built from your metadata
- 03 Act
Sign and redact without leaving Teams.
Open a document straight from a conversation, annotate it, redact what is sensitive, send it for signature. The final version is filed in Constellio and stays reachable from Microsoft 365.
- Signature, annotation, and redaction
- From Teams or SharePoint
- Final version filed automatically
- 04 Protect
One rule, everywhere.
Classification, sensitivity, access rights, and the retention schedule apply to the document whatever Microsoft space it sits in, including at the level of a single Teams channel.
- Granular security, down to the channel
- Retention and disposal driven centrally
- One audit trail
No forced migration: your files stay in SharePoint, Teams, OneDrive, and Exchange.
ONE DOCUMENT, FOUR APPLICATIONS
Follow an agreement
from window to window.
A contract passes through Teams, SharePoint, and Outlook long before it exists as a record. Here is what each of those windows shows once Constellio sits underneath them.
- 01In Teams
The document lands in a conversation.
An agreement is shared in a channel. The Constellio tab is right there in the same window: annotate it, redact it, and send it for signature without downloading anything.
- A Constellio tab inside the channel
- Signature, annotation, and redaction
- No download, no copy
- 02In SharePoint
The library gains a few columns.
The library stays the one your teams know. Constellio adds classification, sensitivity, and the retention schedule to it, filled in automatically rather than by hand.
- Classification and retention on screen
- Metadata filled in automatically
- The SharePoint view teams know, unchanged
- 03In Outlook
The attachment becomes a filed document.
An email arrives with its attachment. One click files it in the right folder, keeping the sender, the date, and the thread as metadata.
- Filing straight from the Exchange mailbox
- Email and attachment linked
- Destination folder suggested
- 04In Constellio
One record, four origins.
The record brings together what came from Teams, SharePoint, OneDrive, and Outlook. One version is authoritative, one audit trail, one retention rule.
- Every source in one place
- A single official version
- Shared retention and audit trail
Microsoft TeamsProjects › Public works
Channels
- General
- Contracts
- Worksites
- Budget
PostsFiles
Constellio
ConstellioSN
Sophie Nadeau10:18
The supplier sent the agreement back with their comments.
MT
Marie Tremblay10:31
Can you get the agreement signed before Friday?
Service agreement 2026.pdf4 pages · shared in the channel
AnnotateRedactSign
Signed and filed in Contracts › Suppliers · v410:42 Type a message
HOW THESE INTEGRATIONS MEET YOUR NEEDS
Nothing to relearn.
Everything to control.
Teams keep Microsoft 365 and their habits. IT and records management get a single view of what is created, shared, and kept.
For the teams
The same Microsoft 365, better kept.
No new tool to adopt, no shared folder to relearn. Teams carry on in Teams, SharePoint, and Outlook; what they put there automatically becomes a classified, versioned, findable document.
See digital signatures
For IT and records management
Governance that follows the files.
Microsoft 365 permissions are honoured, not worked around. On top of them, Constellio applies classification, sensitivity, and the retention schedule, and writes everything to a single audit trail.
Talk to us about your rolloutThe connected services
- SharePointLibraries
- TeamsChannels
- OneDrivePersonal files
- ExchangeEmail
And the systems you already run
A LAYER, NOT A REPLACEMENT
Microsoft 365 on top.
One governance underneath.
The files do not move. What changes is what sits under them: one index, one metadata vocabulary, one permission model, and one retention schedule.
Content linked across platforms
A Constellio document, a Teams file, a SharePoint library, and an email can all be linked to the same record, with nothing duplicated.
Granular security
Rights reach down to the Teams channel and the library. What someone cannot see in Microsoft 365, they do not see in the search either.
KEY FIGURES
Fewer systems to dig through.
Fewer incidents.
When documents from four applications are searched in one place and obey the same rules, the time spent finding them and the risk of sharing them wrongly both collapse.
Figures published by Constellio01
0
Reduction in search time
02
0
Reduction in search costs
03
0
Reduction in security incidents
Why choose Constellio
Efficiency
One repository for documents from four applications: no more digging from one system to the next.
Security
Microsoft 365 permissions are honoured, and granular security reaches down to the Teams channel.
Ease of use
Your teams stay in SharePoint, Teams, OneDrive, and Outlook. There is nothing new to learn.
Productivity
Searching, signing, filing, and keeping all happen in one place, inside the tools already open.
Organizations that run on Constellio
YOUR NEXT INTEGRATION
Unlock the potential
of your content.
Book a demo and watch your own SharePoint sites, Teams channels, and Exchange mailboxes come together in a single repository, in a few minutes.
Or write to contact@constellio.com. Open source at its core, hosted your way.
