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

Forum|Forum|1 year ago
April 15, 2025
4 replies
275 views

In my account, multiple users are sending & receiving envelopes for signature. I would like to capture all these signed/completed envelopes in a local Docusign SharePoint folder through automation or manual extraction. What are the options to accomplish, short of Workflow Builder (formerly Maestro) & an API? Thank you.

Agreement Actions

Best answer by Vinicius.Rodrigues

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!

Vinicius.Rodrigues

Answer

Docusign Employee

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!

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

E

EDJSTL

Author

New Voice

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…

Vinicius.Rodrigues

Docusign Employee

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.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

J

Jenny.Martin

Community Moderator

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.

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