Hi,I am trying to understand if, once the business receives a signed contract, can the following automatically happen:Save the document into a specified location Capture metadata into the document once signed.Thanks,

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Saving a signed document to specified location with metadata

Forum|Forum|1 year ago
February 6, 2025
3 replies
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Hi,

I am trying to understand if, once the business receives a signed contract, can the following automatically happen:

Save the document into a specified location
Capture metadata into the document once signed.

Thanks,

Best answer by Vinicius.Rodrigues

Hi @RThomas Live !

Your question left me wondering which product you are talking about, whether it is the eSignature or CLM platform, since both allow you to work with this type of information. Since you chose the eSignature product, I will provide you with information about this product.

As for saving documents in a specific folder, within the Docusign platform it is not yet possible to create rules for documents to be saved in specific folders. However, if you are talking about storing a copy in some cloud storage (Google Drive, OneDrive, Box, Dropbox) you can use Agreement Actions for it. In addition, Agreement Actions is also able to extracting metadata from the envelope and exporting it to any sheet you have (Google Sheets or MS Excel Online).

See more information below:

Video: How to configure Agreement Actions
Trainer Tip video: eSignature Agreement Actions
Guide Automate Common Post-Signature Tasks With Agreement Actions

Vinicius.Rodrigues

Answer

Docusign Employee

Hi @RThomas Live !

Your question left me wondering which product you are talking about, whether it is the eSignature or CLM platform, since both allow you to work with this type of information. Since you chose the eSignature product, I will provide you with information about this product.

As for saving documents in a specific folder, within the Docusign platform it is not yet possible to create rules for documents to be saved in specific folders. However, if you are talking about storing a copy in some cloud storage (Google Drive, OneDrive, Box, Dropbox) you can use Agreement Actions for it. In addition, Agreement Actions is also able to extracting metadata from the envelope and exporting it to any sheet you have (Google Sheets or MS Excel Online).

See more information below:

Video: How to configure Agreement Actions
Trainer Tip video: eSignature Agreement Actions
Guide Automate Common Post-Signature Tasks With Agreement Actions

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

R

rodolfo.napay

Docusign Employee

Hello @RThomas Live ,

Thank you for reaching out here in the Docusign Community. Welcome to the Docusign Community and thank you for posting your concerns!

Let us know if you need further assistance with this.

Best regards,

Rodolfo | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

S

susa

Active Voice

Hi Vinicius.Rodrigues,

Following the question on agreement actions in eSignature. Is it possible to send the completed document into a specific folder in the onedrive for instance or it has to go the general folder onedrive?

i have set up a rule for completed documents from specific recipient to be sent to onedrive but i can’t choose a specific folder within onedrive.

Thank you!

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