+2We have implemented DocuSign and want to start implementing DocuSign with Human Resources department. It is important to create a subgroup for the confidentiality of the documents and they need to share documents inside this subgroup (or via a Goggle Drive if possible). We are using Google Suite with Google Drive in our organization.
What are the steps to be initiated to get this organized?
Appreciate the support
Merry Christimas everyone.
Best answer by Christopher.Alpizar
Hello
Thank you for reaching out to the Docusign Community.
Have you review our Agreement Actions feature? The Agreement Actions feature in Docusign allows HR teams to automate post-signature actions, such as archiving completed documents to a cloud storage provider, exporting data to Google Sheets, and starting workflows in Docusign CLM. This helps streamline processes like hiring and onboarding and ensures that documents are stored in the correct location. Admins can create rules based on document fields and metadata to drive automatic actions, saving time and reducing manual errors. Automate HR Document Management with Agreement Actions
Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.
Let us know if you need further assistance.
Best regards,
Christopher | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
+18the best practice maybe create a sub-account for HR team and only the Admin is only from HR team, you also can share access the envelope in the group. export to google drive is also support by Docusign.
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+2
Thank you for your support. Not working yet. I also found this link:
but even though I am Admin I have no access to Navigator Access for the Test Group I created.
Is there any documentation that can guide me how to set up link to Google Drive for the HR department. Can not find my way how to set this up.
Hello
Thank you for reaching out to the Docusign Community.
Have you review our Agreement Actions feature? The Agreement Actions feature in Docusign allows HR teams to automate post-signature actions, such as archiving completed documents to a cloud storage provider, exporting data to Google Sheets, and starting workflows in Docusign CLM. This helps streamline processes like hiring and onboarding and ensures that documents are stored in the correct location. Admins can create rules based on document fields and metadata to drive automatic actions, saving time and reducing manual errors. Automate HR Document Management with Agreement Actions
Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.
Let us know if you need further assistance.
Best regards,
Christopher | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
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