How to save the completed document to a SharePoint folder?

By integrating BoldSign with SharePoint through Power Automate, you can automatically save completed documents directly to SharePoint. This streamlines the organization process, keeping all your signed documents in one centralized location. In this integration, BoldSign serves as the trigger app, while SharePoint acts as the action app for storing and managing your documents.

Follow the steps below to save the completed document to a SharePoint folder:

• Open the link Power Automate and create your Power Automate account.
• Then connect your BoldSign account with the Power Automate account by clicking the Connections option and adding BoldSign as the connection.

• Once you have created the connection, click Create, navigate to My flows, and select New flow to create your workflow.

• A Designer page will open. Disable the New designer button.

• You will be directed to the trigger page. Choose BoldSign as the trigger app.

• Then choose a Webhook event as Completed and click the Next step button.

• You will be directed to the Action page. Choose BoldSign as the action app. Then click on the Download document option.

• Map the document ID in the Document ID field and click the New step button.

• On the Operation section, choose SharePoint as the action app.

• Then select Create file as the action that will save the completed document to a SharePoint folder.

• Configure the SharePoint parameters by entering details in the Site Address, Folder Path, File Name, and File content fields.
• Then click the Save button to finalize the integration.

• You have successfully integrated BoldSign with SharePoint using Power Automate. Now, whenever a document is completed, it will be saved to the SharePoint folder.