Is there a CLM Workflow step that saves to SharePoint?

Question

I have an existing workflow in DocuSign CLM I’d like to save the signed contract to a SharePoint Library. I could not find a Workflow step that saves to SharePoint.

I opened Power Automate and looked over the connectors and my thought is I can achieve this only if I create the workflow in Power Automate, am I correct?

I didn’t see anything that connected…

mrave · Accepted Answer

​@extol7There is no workflow step in Docusign CLM to connect to SharePoint.You could leverage Agreement Actions from Docusign eSignature to save a signed contract to SharePoint. Review this Docusign Support article.You may use Power Automate to achieve the same outcome, with the flowbeing triggered by the completed envelope action from Docusign eSignature.

Pawan Gangwani · Answer

hello ​@extol7Welcome to the DocuSign Community!In my experience you have to build the integration between DocuSign and SharePoint for saving thecontracts which you will not find in Workflow.I can share some support articles, and the YouTube video links for your reference.DS Support articles:How to Install Docusign for SharePoint OnlineYouTube link:DS & MS SharePoint integrationThanks!

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