When the envelope (completion) is finished in DocuSign, store the file in Microsoft SharePoint.

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  2. DocuSign
  3. When the envelope (completion) is finished in DocuSign, store the file in Microsoft SharePoint.
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■Overview

This is a flow that stores files in Microsoft SharePoint once an envelope (completion) is finalized in DocuSign.

‍

■Recommended for

1. Those who frequently handle contracts and important documents

  • Legal personnel or contract management personnel
  • Sales representatives or sales managers
  • Project managers

2. Those looking to streamline document management and sharing

  • Administrators of companies aiming for business automation and efficiency
  • Those who want to simplify the storage and access of contracts
  • Those who want to reduce manual uploads to shared folders

3. Those who use DocuSign and Microsoft SharePoint regularly

  • Companies that use DocuSign for contract completion
  • Personnel who manage and share documents using Microsoft SharePoint

‍

■Benefits of using this template

・Automatically storing contracts and important documents in SharePoint eliminates the need for manual upload tasks.

・Streamlining contract management and sharing allows you to focus on other important tasks.

‍

■Notes

‍・Please integrate both DocuSign and Microsoft SharePoint with Yoom.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

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