How to Upload Contracts Signed with freee Sign to Microsoft SharePoint

freee Sign is a very convenient tool for signing contracts online, isn't it? Have you ever thought about making the storage and management of contracts easier once they are signed? The integration of freee Sign with Microsoft SharePoint is a powerful means to streamline contract management and enhance compliance. In this article, we will explain how to automatically upload contracts signed with freee Sign to Microsoft SharePoint. It can be easily set up with no code, making it ideal for those looking to improve operational efficiency.

Recommended for

Administrators of companies looking to strengthen compliance with contracts
Business personnel seeking visibility and progress management in the contract process
Owners of small and medium-sized enterprises handling many contracts
Back-office staff spending time on manual contract management

Benefits and Examples of Integration

1. Streamlining Contract Management Operations

By automatically uploading contracts signed with freee Sign to Microsoft SharePoint, the efficiency of contract management operations is significantly improved. Traditionally, storing and organizing contracts required manual work, posing a significant burden on personnel. However, with automatic saving to SharePoint upon contract signing, manual work is reduced, searchability of contracts is enhanced, and contract renewal and deadline management can be conducted smoothly. As a result, the productivity of legal and general affairs personnel improves, allowing them to focus on more strategic tasks.

2. Strengthening Compliance Adherence

Managing contracts is important from a legal perspective as well. By automatically saving them to Microsoft SharePoint after signing with freee Sign, standardization of document management progresses. With appropriate folder hierarchy and access rights settings, the risk of information leakage is minimized, and audit responses become smoother. This allows companies to strengthen internal controls and improve the overall compliance level of business processes.

3. Enhancing Visibility and Progress Management of Business Processes

Managing contract progress becomes easier as well. By reflecting the contract signing status from freee Sign in SharePoint, the status of contracts can be seen at a glance. For example, information such as signed, awaiting renewal, or under review is visualized, enabling personnel to follow up quickly. This reduces the risk of delays in the signing process and is expected to enhance business transparency.

Now, let's explain how to upload contracts signed with freee Sign to Microsoft SharePoint using the no-code tool Yoom.

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[What is Yoom]

How to Upload Contracts Signed with freee Sign to Microsoft SharePoint

When a contract is signed with freee Sign, it is possible to retrieve that information via API and automatically upload it to Microsoft SharePoint. This eliminates the need for manual upload work, greatly improving operational efficiency.

We will create it in the following four major processes.

・Register freee Sign and Microsoft SharePoint as My Apps
・Copy the template
・Set the trigger for freee Sign and the subsequent operation settings for Microsoft SharePoint
・Turn on the trigger and confirm automation

If you are not using Yoom, please register for free here.
If you are already using Yoom, please log in.

Step 1: Integrate freee Sign and Microsoft SharePoint with My Apps

Please select "My Apps" from the menu on the left side.

Next, click the new connection button at the top right.

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Integration of freee Sign and Yoom

Enter freee Sign in the search box and click the freee Sign icon.

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A screen like the image below will appear, so log in with the account you want to integrate this time.

Once logged in, freee Sign will be displayed on the My Apps screen.
Next, integrate Microsoft SharePoint with My Apps.

Click "New Connection" on the right side of the screen.

Enter Microsoft SharePoint in the search window and click the displayed suggestion.

A screen to select a Microsoft365 account will appear,
so select the account you want to integrate this time.

Enter your password and sign in.

Microsoft SharePoint will be displayed on the My Apps screen.

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The My Apps registration for the apps you will use this time is complete, so let's move on to the next step.

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Step 2: Copy the Template

Next, please copy the template you will use this time.

1. Click "View Details" on the top banner

2. Click "Try this template" at the bottom of the transitioned screen

3. If you haven't registered with Yoom yet, please register

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※ If you have already registered, the login screen will be displayed, so please log in.

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When the Flowbot template is copied to "My Projects", the above display will appear.

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Step 3: Set the trigger for freee Sign and subsequent Microsoft SharePoint operations

A screen like the one below will be displayed, so click "When the document status changes".

Confirm that there is no mistake in the account information of freee Sign to be linked this time, and click "Next".

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The screen for setting the Webhook event reception of the app trigger will be displayed.
Set according to the contents.

Once the settings are complete, run the test and click "Save".

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Click "Get Contract File" on the screen below.

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A screen like the one below will be displayed, so click "Next".

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The API connection settings screen will appear, and "Document ID" is entered as "{{Document ID}}".
Proceed with the test as is, and after confirming the test success, click "Next".

Finally, set up the upload to Microsoft SharePoint.

Click "Upload File" on the screen below.

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A screen for selecting the linked account and action will be displayed, so confirm that there is no mistake in the Microsoft SharePoint account to be linked and click "Next".

The API connection settings screen will be displayed.
When you click on each item, "Candidates" will be displayed below the input field.
Enter the content based on the linked account.

Once the input is complete, run the test and after confirming the test completion, click "Save".

Step 4: Turn on the Trigger

Once the Flowbot creation is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON.

Flowbot template used this time

① Notify Microsoft Teams when a contract is completed with freee Sign

This is a flow to notify Microsoft Teams when a contract is completed with freee Sign. By utilizing this template, you can smoothly share the information of contracts concluded with freee Sign on Microsoft Teams. This eliminates the need for manual transcription, reducing work time and minimizing the occurrence of transcription errors and missed communications.

② Update kintone information once the contract is completed with freee Sign

This is the flow to update kintone information once the contract is completed with freee Sign. By utilizing this template, the completion time is added to the kintone record once the contract is completed with freee Sign. Automation eliminates manual work, allowing more time to be spent on core tasks, leading to increased productivity.

③ When a record is registered in kintone, create a folder in Microsoft SharePoint

This flow creates a folder in Microsoft SharePoint when a record is registered in kintone. By using this template, you can automatically create and manage folders when a client is registered in kintone, without the need for visual confirmation or manual operation.

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Summary

This time, we introduced a method to automatically upload contracts by integrating freee Sign with Microsoft SharePoint. By integrating freee Sign and Microsoft SharePoint, you can achieve more efficient contract management and strengthen compliance. It can be easily set up with no code, making it ideal for those looking to streamline their operations. Automatic uploading of contracts reduces manual work and enhances the transparency of operations. This allows legal and general affairs personnel to focus more on strategic tasks.

Be sure to take advantage of Yoom's automation and experience the efficiency in your operations!