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Question

DocuSign for SharePoint does it help for automatic backup documents?


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Hello DocuSign Coms,

We are trying to find a way to backup documentations that have been send out to either to Sharepoint or Onedrive. Nevertheless, im not sure this practice from the guideline was correct for the setup - https://support.docusign.com/s/document-item?language=en_US&bundleId=chy1716406964961&topicId=sen1716408519671.html&_LANG=enus  

Can i seek help for look out the sufficient guideline or setup practice which can achieve this?

2 replies

Alexandre.Augusto
Docusign Employee
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Hello, ​@Wuang N 

 

Yes, you can backup your envelopes using Sharepoint.

 

The way to do this is using Agreement Actions. You need first to connect your Docusign eSignature account with a Sharepoint account.

 

Watch this video to learn more:

 

I hope that helps, if so, I’d appreciate your Like here.

 

Best,

Alexandre


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  • Community Moderator
  • 148 replies
  • April 10, 2025

Hello ​@Wuang N,

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.