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


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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

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

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3 replies

Julian.Macagno
Docusign Employee
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  • Docusign Employee
  • 3 replies
  • Answer
  • May 1, 2024

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


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  • Author
  • Newcomer
  • 1 reply
  • May 1, 2024

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
Digital Collaborator
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  • Digital Collaborator
  • 205 replies
  • May 1, 2024

there is a new app store coming soon