Once the document signing is completed with CloudSign, upload the agreement completion certificate to Microsoft SharePoint.

■Overview

This is a flow to upload the agreement completion certificate to Microsoft SharePoint once the document signing is completed with CloudSign.

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■Recommended for

1. Those who use CloudSign and Microsoft SharePoint in their work

・Those responsible for signing operations using CloudSign

・Those managing files using Microsoft SharePoint

・Those considering streamlining operations by integrating CloudSign and Microsoft SharePoint

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2. Those who want to automate the manual file upload to Microsoft SharePoint

・Those who frequently upload files using Microsoft SharePoint

・Owners of small and medium-sized businesses aiming for business automation

・Administrative and clerical staff with a lot of manual tasks

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■Benefits of using this template

・You can streamline operations by automatically uploading the agreement completion certificate to Microsoft SharePoint once the document signing is completed with CloudSign.

・Automating file uploads to Microsoft SharePoint helps prevent human errors such as incorrect storage locations or missed uploads.

・Eliminates the need to manually upload files from Microsoft SharePoint, allowing you to allocate time to other important tasks.

・You can select any storage folder for file uploads to Microsoft SharePoint, allowing customization according to the agreement documents.

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■Notes

・Please integrate both CloudSign and Microsoft SharePoint with Yoom.

・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan.