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How to save the completed document's audit trail to a SharePoint folder?
Published:
1 min read
You can integrate BoldSign with SharePoint via Power Automate to store the completed document’s Audit trail in SharePoint. In this setup, BoldSign serves as the trigger app while SharePoint is the Action app.
Follow the steps below to save the completed document’s Audit trail 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 toMy flows
, and selectNew 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 theNew step
button.
- You will be directed to the Choose operation section, select the BoldSign app and click the
Download Audit trail
option.
- Map the document ID in the
Document Id
field.
- In the Operations section choose
SharePoint
as the action app. - Then click
Create file
as the action which will save the completed document’s audit trail to a SharePoint folder.
- Enter the SharePoint parameters by entering details in the
Site Address
,File Path
,File Name
andFile content
fields.
- Once done click the
Save
button. - You have successfully integrated BoldSign with SharePoint using Power Automate. Now, whenever a document is completed, the Audit trail will automatically be saved to the SharePoint folder.