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How to save the completed document's Audit trail to a OneDrive folder?

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You can automate the process of saving the completed document’s Audit trail to OneDrive using Power Automate. This helps to keep all your audit trail documents organized in one place. In this case, BoldSign is the trigger app, and OneDrive is the action app.

Follow the steps below to save the completed document’s Audit trail to a OneDrive 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.

Connections

  • After creating the connection, click Create, then go to My flows, and select New flow to set up your workflow.
  • A Designer page will open. Disable the New designer button.

New designer button

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

Trigger page

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

Webhook event

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

Download audit trail

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

Document ID

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

Action app

  • Then select Create file as the action that will save the completed document’s Audit trail to a OneDrive folder.

Create file

  • Sign in to your OneDrive account to create a connection.

Sign in to OneDrive

  • Configure OneDrive parameters by entering details in the Folder Path, File Name and File Content fields.
  • Then click the Save button to finalize the integration.

OneDrive actions

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