DocuSign SharePoint connection

Hello All,

Our company has 50 users accounts with DocuSign.

They are dealing with many different types of contracts.

However, 15 users are ONLY dealing with our SoW (Statement of Work) contracts. Those users must ONLY send the SoW envelopes/documents to recipients via DocuSign.

Those 15 users can use their own signatures.

I want a solution where:

When those 15 users send SoW contracts, after the signatures are completed by our users and recipients, the contracts files should be stored in a document library in our SharePoint site.

Apart from those 15 users, If any other user sends any other type of contracts via DocuSign, those contracts should NOT be stored into the SharePoint site.

I already set up connections with SharePoint in DocuSign.

I would appreciate if you could please help me on this.

Thank you in advance.

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I found the solution. No need to reply to this post.

Hello @nnkaya,

That’s great to hear—glad things are working now. If anything else comes up or you hit another roadblock, don’t hesitate to reach out here in the Community.

Wishing you a smooth rest of your day!

Best,

Jenny | Docusign Community Moderator

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