We try to implement DocuSign in our Sharepoint envirenment. According to the knowledgebase the first step is:From a SharePoint document library, select ... > Manage Docusign Administration Settings. The Settings window displays in a new browser tab.But i can’t find this on any document library. Any idea where I can find this?Or where I can do this:To use Docusign for SharePoint, a tenant admin must grant permissions to the app. From a document library, select Manage Administration Settings in the Docusign menu and click Grant consent. Thanks.

A

Alexander Grün

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DocuSign for SharePoint Grant Consent Required

Forum|Forum|1 year ago
February 6, 2025
15 replies
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We try to implement DocuSign in our Sharepoint envirenment. According to the knowledgebase the first step is:

From a SharePoint document library, select ... > Manage Docusign Administration Settings. The Settings window displays in a new browser tab.

But i can’t find this on any document library. Any idea where I can find this?

Or where I can do this:

To use Docusign for SharePoint, a tenant admin must grant permissions to the app. From a document library, select Manage Administration Settings in the Docusign menu and click Grant consent.

Thanks.

Agreement Actions

Best answer by Jenny.Martin

Hello @Wuang N,

I hope you’re doing well. Thank you for bringing your question to this community. I apologize for the delay in responding.

Yes, administrators can set up rules to automatically archive envelope documents to a cloud storage provider such as OneDrive or SharePoint through Agreement Actions.

Agreement Actions is an automation tool designed for administrators within the Docusign platform. It allows administrators to configure rules that automate common post-signature tasks without the need for coding. With Agreement Actions, administrators can connect predefined applications such as Docusign CLM, Box, and Dropbox to their eSignature accounts and create rules that dictate what happens to envelopes once they are completed. Configure Agreement Actions | eSignature

*Available in Business Pro and above eSignature account plans.

I hope you find this helpful. If you believe this response effectively addresses your question, please click “Select as Best” to help other users with similar questions and locate it more easily. Should you require any additional assistance, feel free to reach out. Thank you!

Best regards,

Jenny | Docusign Community Moderator

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

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J

Jenny.Martin

Community Moderator

Hello @Wuang N,

Thank you for the follow-up and sharing the error details. To resolve this, the Sharepoint account must have Admin permission.

Best regards,

Jenny | Docusign Community Moderator

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

W

Wuang N

New Voice

Hello @Wuang N,

Thank you for the follow-up and sharing the error details. To resolve this, the Sharepoint account must have Admin permission.

Best regards,

Jenny | Docusign Community Moderator

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

i have using my m365 admin account to perform the connection to our Sharepoint and tick on “act on behalf of our organization” should that be enough? or the email address we using also need to have access to that sharepoint? it a Distribution list so im not sure what is the next step

J

Jenny.Martin

Community Moderator

Hello @Wuang N,

I hope you’re doing well. I apologize for the delay in response.

The account used for the connection must have editor rights to the SharePoint folder. Could you please try to delete the rule and recreate it to see if you get an error?

Best regards,

Jenny | Docusign Community Moderator

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

W

Wuang N

New Voice

Hello @Wuang N,

I hope you’re doing well. I apologize for the delay in response.

The account used for the connection must have editor rights to the SharePoint folder. Could you please try to delete the rule and recreate it to see if you get an error?

Best regards,

Jenny | Docusign Community Moderator

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

Hi Jenny, thank you for the suggestion. I have able to setup and the rule execute accordingly now. having no issue

J

Jenny.Martin

Community Moderator

Hello @Wuang N,

You’re welcome. Should you require any additional assistance, feel free to reach out. Thank you!

Best regards,

Jenny | Docusign Community Moderator

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

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