Request a DocuSign signature for a file uploaded to Microsoft SharePoint.
DocuSign Microsoft SharePoint

Request a DocuSign signature for a file uploaded to Microsoft SharePoint.

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■Overview
The flow "Requesting DocuSign Signatures for Files Uploaded to Microsoft SharePoint" is a business workflow that automates document management and electronic signature processes.
By utilizing this workflow, a signature request is automatically sent via DocuSign when a file is uploaded to Microsoft SharePoint, improving efficiency and accuracy in operations.

■Recommended for

  • Those who are already using Microsoft SharePoint and DocuSign and wish to simplify the signature request process
  • Business users who want to automate document management and electronic signature processes to improve operational efficiency
  • Personnel who manually use DocuSign for signature requests after uploading files to Microsoft SharePoint
  • Leaders who aim to standardize business workflows and achieve a unified process across the team

■Benefits of using this template

  • Time-saving: Since a signature request is automatically sent via DocuSign simultaneously with the upload to Microsoft SharePoint, it eliminates the need for manual operations.
  • Error prevention: Automation reduces human errors such as missed or incorrect signature requests.
  • Unified business processes: A standardized workflow enables consistent process management across the entire team.
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About the Apps You Use
DocuSign
DocuSign
Templates using

This is a flow to add to Microsoft Excel once the contract is completed with DocuSign. It eliminates manual work, prevents input errors and omissions, and leads to accurate information sharing.

This is a flow that sends a notification to Discord when a contract is completed in DocuSign. By integrating DocuSign with Discord, you can eliminate hassle and improve the overall productivity of your team.

This is a flow that sends a notification to Microsoft Teams when a contract is completed in DocuSign. It allows for the automatic and rapid notification to the person in charge of operations, thereby improving operational efficiency.
Microsoft SharePoint
Microsoft SharePoint
Templates using

Every month, this business workflow automatically creates folders in Microsoft SharePoint and notifies Microsoft Teams. It reduces the burden of folder management and facilitates smooth information sharing within the team.

This is a business workflow that automatically creates folders in Microsoft SharePoint every month. By reducing manual work and preventing errors, it improves the team's operational efficiency.

The business workflow automatically stores files attached to the form in Microsoft SharePoint. It eliminates the need for manual work, streamlining business efficiency and centralizing data management.
About the apps you use
DocuSign
Yoom allows you to integrate with DocuSign's API without any code, enabling the automation of various tasks using DocuSign. For example, you can automatically send contracts via DocuSign or automatically store the completed contract files in file storage services like Google Drive once the contract is finalized with DocuSign.
see details
Templates

This is a flow to add to Microsoft Excel once the contract is completed with DocuSign. It eliminates manual work, prevents input errors and omissions, and leads to accurate information sharing.

This is a flow that sends a notification to Discord when a contract is completed in DocuSign. By integrating DocuSign with Discord, you can eliminate hassle and improve the overall productivity of your team.

This is a flow that sends a notification to Microsoft Teams when a contract is completed in DocuSign. It allows for the automatic and rapid notification to the person in charge of operations, thereby improving operational efficiency.
Microsoft SharePoint
Yoom allows integration with SharePoint's API without code, enabling the automation of various tasks related to SharePoint. For example, you can create folders within SharePoint and automatically upload any files to those folders, or freely duplicate files within SharePoint. It can be used in various use cases, such as automatically storing email attachments in SharePoint or integrating with CRM to automatically create customer-specific folders within SharePoint.
see details
Templates

Every month, this business workflow automatically creates folders in Microsoft SharePoint and notifies Microsoft Teams. It reduces the burden of folder management and facilitates smooth information sharing within the team.

This is a business workflow that automatically creates folders in Microsoft SharePoint every month. By reducing manual work and preventing errors, it improves the team's operational efficiency.

The business workflow automatically stores files attached to the form in Microsoft SharePoint. It eliminates the need for manual work, streamlining business efficiency and centralizing data management.
Templates
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API Actions That can be No-Code
Executable API actions
Flowbot triggers
    When the envelope is completed
    When Item is Added or Updated in List
    When a file is created or updated in a specified folder within the site
    When a folder is created or updated in a specified folder within the site
Flowbot operations
    Create Envelope
    Create and Send Envelope from Template
    Retrieve Information of a Specific Envelope
    Get Document Information for a Specific Envelope
    Download a Document from a Specific Envelope
    Download Certificate of Completion
    Void a Specific Envelope
    Send Envelope
    Add Attachment to Envelope
    Add or Update Documents in an Envelope
    Place Fields on a Document
    Pre-fill Values for Document Fields
    Pre-fill Values for Document Fields (Radio Buttons)
    Upload File
    Create Folder
    Search Folders and Files
    Copy File
    Set Values in a Document's Custom Columns
    Get details of a specific item
    Download file
    Create a folder in the drive root
    Get details of a specific list
    Get total views and unique viewers for a specified item (all time)
    Get view count and unique viewers for the specified item (last 7 days)
    Delete file or folder
    Move file to another folder
    Add item to list
    Update list item
    Update list item (multi-select choices)
    Get folders and files in a specific folder
    Get the initial delta link for the specified list
    Get incremental changes for list items
Flowbot triggers
    When the envelope is completed
Flowbot operations
    Create Envelope
    Create and Send Envelope from Template
    Retrieve Information of a Specific Envelope
    Get Document Information for a Specific Envelope
    Download a Document from a Specific Envelope
    Download Certificate of Completion
    Void a Specific Envelope
    Send Envelope
    Add Attachment to Envelope
    Add or Update Documents in an Envelope
    Place Fields on a Document
    Pre-fill Values for Document Fields
    Pre-fill Values for Document Fields (Radio Buttons)
Flowbot triggers
    When Item is Added or Updated in List
    When a file is created or updated in a specified folder within the site
    When a folder is created or updated in a specified folder within the site
Flowbot operations
    Upload File
    Create Folder
    Search Folders and Files
    Copy File
    Set Values in a Document's Custom Columns
    Get details of a specific item
    Download file
    Create a folder in the drive root
    Get details of a specific list
    Get total views and unique viewers for a specified item (all time)
    Get view count and unique viewers for the specified item (last 7 days)
    Delete file or folder
    Move file to another folder
    Add item to list
    Update list item
    Update list item (multi-select choices)
    Get folders and files in a specific folder
    Get the initial delta link for the specified list
    Get incremental changes for list items
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