How to automatically upload newly signed documents to OneDrive?

By using Zapier, you can automate the process of uploading newly signed documents to OneDrive. This helps to keep all your signed documents organized in one place. In this case, BoldSign is the trigger app, and OneDrive is the action app. To simplify the setup process, a pre-configured Zap template is available on the BoldSign Zapier integration page.

Follow the below steps to upload newly signed documents to OneDrive:

• Navigate to the link Upload newly signed BoldSign documents to OneDrive and check the zap details and try it out.

• Add the relevant title at the top of the page.
• By default, the trigger app is set as BoldSign, and the trigger event is Document Completed.
• Connect your BoldSign account and test the trigger to ensure it is working properly. Then, to proceed to the next section, click the Continue button.

• Here, the action app is set as OneDrive, and the action event is Upload file.
• Then, connect your OneDrive account to retrieve the required data.
• Specify the folder to which the newly signed documents should be uploaded and fill in any other required fields in the Action column. The action column should then be tested to ensure that it works properly.

• The recently signed BoldSign document will be saved in the designated OneDrive folder.
• Verify all the details, then publish the Zap and turn it on.
• As a result, whenever a new document is completed in BoldSign, it will automatically be uploaded to OneDrive in the designated folder.