How can I automatically exported completed account level envelopes to SharePoint or manually extract at the account level?

Hi ​@EDJSTL !

Have you tried to use Agreement Actions feature? I think would be the best solution for your request. Please, take a look on these three recourses below to get more information.

In short, with Agreement Actions, you can create rules to export envelopes to specific places (including the possibility to connect with your SharePoint).

• Full article: Automate Common Post-Signature Tasks With Agreement Actions
• Youtube video about How to Set Up Agreement Actions
• Youtube Trainer Tip about Agreement Actions

Let me know if my solution would work for you!

Thanks for the response Vinicius.  It looks like agreement actions would accomplish.  My account does not include.  Might you know which Plan is needed for this feature/functionality?  I see a number of selections...IAM Starter, Standard, Pro, then Enhanced plans, Personal, Standard, Business pro,etc… 

Hi ​@EDJSTL !

The feature Agreement Actions is included in Business Pro and Enterprise Pro Plans (website and commercial). At this moment, it’s not available for Standard (website and commercial) or Personal (website) plans.

In this case, my recommendation would create a ticket for Customer Support and ask them to check if this feature is included or not in your current account plan.

Hello ​@EDJSTL,

I hope you are doing well. I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful. If so, please mark it as the "Best Answer ✅" by clicking “Select as Best” to make it easier for other users to find. Otherwise, let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Jenny | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.