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Docusign + Microsoft SharePoint

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.

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...
    Microsoft SharePointMicrosoft SharePoint
    New List Item

    Triggers when a new item is created in a list.

    TriggerScheduled
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Template

    Sends a envelope signature request using a template.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Site

    • FolderRequired

    Trigger
    Scheduled
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    • Site

    • FolderRequired

    Trigger
    Scheduled
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    • Site

    • FolderRequired

    Trigger
    Scheduled
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    • SiteRequired

    • ListRequired

    Trigger
    Scheduled
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    • Site

    • ListRequired

    Trigger
    Scheduled
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    • Site

    • Folder

    Trigger
    Scheduled
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    • Info

    • Site

    • FilterRequired

    Trigger
    Scheduled
    Try It
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About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Related categories

  • Signatures

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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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