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Question

DocuSign for SharePoint does it help for automatic backup documents?

  • April 3, 2025
  • 1 reply
  • 7 views

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Hello DocuSign Coms,

We are trying to find a way to backup documentations that have been send out to either to Sharepoint or Onedrive. Nevertheless, im not sure this practice from the guideline was correct for the setup - https://support.docusign.com/s/document-item?language=en_US&bundleId=chy1716406964961&topicId=sen1716408519671.html&_LANG=enus  

Can i seek help for look out the sufficient guideline or setup practice which can achieve this?

1 reply

Alexandre.Augusto
Docusign Employee
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Hello, ​@Wuang N 

 

Yes, you can backup your envelopes using Sharepoint.

 

The way to do this is using Agreement Actions. You need first to connect your Docusign eSignature account with a Sharepoint account.

 

Watch this video to learn more:

 

I hope that helps, if so, I’d appreciate your Like here.

 

Best,

Alexandre