How to upload documents / attachments from SharePoint

Question

Hi, we have adopted DocuSign by integrating it into our SharePoint document management system. By starting the signing of a document (for example a transmission note) I need to attach the accompanying documentation. How do I upload documents from SharePoint? It seems that it is only possible to draw from the computer's local resources or from OneDrive. It would be crazy if you had to download documents locally from SharePoint and then upload them to DocuSign. Right?

Michael.Rave · Accepted Answer

@Andrea_dYou need to start the process from SharePoint and send the files to DocuSign eSignature.The screenshot you are showing is related to Document Sources that can be connected.Currently document sources support onlyBox, Dropbox, Google Drive and OneDrive.

nathaly.monge · Answer

Hello @Andrea_d,If you found the providedresponse to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.Best regards,Nathaly | DocuSign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

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