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Docusign + Microsoft SharePoint

Docusign + Microsoft SharePoint

Docusign + Microsoft SharePoint integrations

Send envelopes using templates in DocuSign when new list items are added in Microsoft SharePoint

Eliminate the hassle of manually sending documents for signature each time you create a new list item in Microsoft SharePoint. With this streamlined workflow, when a new item is added to your list in SharePoint, a corresponding document is instantly sent for signature using a template in DocuSign. This efficient process not only saves your time but also ensures that none of your essential documents misses getting a signature.

  1. When this happens...
     logo
     logo
  2. automatically do this!
    Send Envelope Using Template
    Send Envelope Using Template
    Send Envelope Using TemplateSends a envelope signature request using a template.
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More things you can do with Microsoft SharePoint and Docusign

Discover other triggers and actions you can use with Microsoft SharePoint and Docusign

    • Site
    • Document Library
    • Folder
    Trigger
    Polling
    Try It
    • Site
    • Document Library
    • Folder
    Trigger
    Polling
    Try It
    • Site
      Required
    Trigger
    Polling
    Try It
    • Site
    • Document Library
    • Folder
    Trigger
    Polling
    Try It
    • Site
      Required
    • List
      Required
    Trigger
    Polling
    Try It
    • Site
      Required
    • List
      Required
    Trigger
    Polling
    Try It
    • Info
    • Source Site
      Required
    • Source Document Library
      Required
    • File or Folder ID
      Required
    • Destination Site
      Required
    • Destination Document Library
      Required
    • Destination Folder
    Action
    Write
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About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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About Microsoft SharePoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
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