Once the document signing is completed with GMO Sign, store the file in Microsoft SharePoint.

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■Overview

This is a flow to store files in Microsoft SharePoint once the document signing is completed with GMO Sign.

■Recommended for

1. Those responsible for contract work using GMO Sign

・HR recruiters and administrative staff

・Those who use GMO Sign regularly

2. Those who manage files with Microsoft SharePoint

・Those who want to automate file storage

・Those who store signed document files in Microsoft SharePoint each time

■Benefits of using this template

When using Microsoft SharePoint for folder organization, there are cases where the storage location of signed document files can become unclear.
During busy times, human errors can occur due to tension or haste, often resulting in redundant work.

This template allows you to automatically store files in Microsoft SharePoint once the document signing is completed with GMO Sign.
By setting the folder for storage in Microsoft SharePoint in advance, you can prevent forgetting the storage location and human errors.

Additionally, if you are sharing files in Microsoft SharePoint, you can customize the template to send notifications after file storage, enabling information sharing among members.

■Notes

・Please integrate both GMO Sign and Microsoft SharePoint with Yoom.

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

・For instructions on how to request signatures with GMO Sign, please refer to here.

How to request materials and apply for a demo
Here
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GMO Sign
Yoom allows you to utilize the GMO Sign API without any coding. For example, you can create contracts using information from Yoom databases, Salesforce, kintone, etc., and automatically send these contracts through GMO Sign.
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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.
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