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Docusign Integration with Salesforce and Sharepoint for document storage

Forum|Forum|2 years ago
May 6, 2024
5 replies
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Hello All, I am looking for integration between salesforce and docusign and Sharepoint for Document storage.

Document generation will be initiated from salesforce using Docusign, once document is signed I need another integration which store signed document into sharepoint. I wanted to understand feasibility of this integration via docusign

Best answer by JohnSantos

@Pallavi - Yes. It is part of the AGREEMENT ACTIONS in DocuSign and there is a record of the envelope completed once they are sent from salesforce to DocuSign for signature. You might want to configure and test it on your Demo environment before you move to Prod.

JohnSantos

Guru

@Pallavi - If you use Sharepoint Online, you can use the out-of-the-box DocuSign integration with Sharepoint. Change Where SharePoint Online Stores Completed Docusign Documents

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

P

Pallavi

Author

New Voice

@JohnSantos , does this out-of-the-box DocuSign feature available if document are generated in salesforce? Requirement is , Document is generated in salesforce using DocuSign and then signed document will be uploaded in Sarepoint online. here two integration involved.

JohnSantos

Answer

Guru

@Pallavi - Yes. It is part of the AGREEMENT ACTIONS in DocuSign and there is a record of the envelope completed once they are sent from salesforce to DocuSign for signature. You might want to configure and test it on your Demo environment before you move to Prod.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

Derrick.Tran

Docusign Employee

Hello @Pallavi,

does this out-of-the-box DocuSign feature available if document are generated in salesforce? Requirement is , Document is generated in salesforce using DocuSign and then signed document will be uploaded in Sarepoint online. here two integration involved.

Within an Agreement Action Rule you can set a Condition when the agreements will publish to SharePoint. You may want to look into setting a condition based on an envelope custom field or document custom field value to make sure only envelopes generated from Salesforce are stored into SharePoint.

A

Alejandro.Ramos

Docusign Employee

Hi @Pallavi,

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested?

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Alejandro R. | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

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