Move all signed documents to a SharePoint library (Company wide)

Forum|Forum|2 years ago
May 1, 2024
3 replies
637 views

Hi Guys,

What i hope to achieve is anytime anyone within the company signed document with Docusign it automatically moves to specific location is our SharePoint. (preferably using PowerAutomate)

Is this something that i can configure for all users from Admin perspective ?

Thanks,

Adam B

Microsoft

Best answer by Julian.Macagno

Hi Adam

Have you checked out Agreement actions?

https://support.docusign.com/s/document-item?language=en_US&rsc_301=&bundleId=pik1583277475390&topicId=cnw1598646827061.html&_LANG=enus

This addresses exactly what you mention.

thank you

Julian.Macagno

Answer

Docusign Employee

Hi Adam

Have you checked out Agreement actions?

https://support.docusign.com/s/document-item?language=en_US&rsc_301=&bundleId=pik1583277475390&topicId=cnw1598646827061.html&_LANG=enus

This addresses exactly what you mention.

thank you

A

Adam.B

Author

Newcomer

Hi Julian,

Thanks for this, this is almost perfect but when i create a “Rule” the options for conditions are very limited.

But i will try to make it work.

Thanks again, that is very helpful.

Justin Jiang

Established Contributor

there is a new app store coming soon

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