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How to save the completed document to a OneDrive folder?

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Integrating BoldSign with OneDrive using Power Automate allows you to save completed documents/contracts to a designated OneDrive folder automatically. This automation streamlines your document management process, ensuring that all signed documents are organized and easily accessible in one location.

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

  • First, go to the Power Automate website and create an account if you do not have one.
  • Once you’ve logged into Power Automate, navigate to the Connections menu. Search for BoldSign and connect it to Power Automate by adding it as a connection.

Connections

  • Click Create and go to My flows, then select New flow to begin building your workflow.

New flow

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

New designer button

  • On the trigger page, select BoldSign as the trigger app.

Trigger app

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

Webhook event

  • After setting up the trigger, add BoldSign as the action app and click the Download document option.

Download document

  • Map the document ID in the Document ID field.

Document ID

  • In the operations section choose OneDrive as the action app.

Action app

  • Then click Create file as the action which will save the completed document to your specified 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.

Parameters

  • Then click the Save button to finalize the integration.
  • You have successfully integrated BoldSign with OneDrive using Power Automate. Now, whenever a document is completed, it will automatically be saved to your specified OneDrive folder.
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