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How to save the completed document to a OneDrive folder?
Published:
2 mins read
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
Connectionsmenu. Search for BoldSign and connect it to Power Automate by adding it as a connection.
- Click
Createand go toMy flows, then selectNew flowto begin building your workflow.
- Designer page will open. Disable the
New designerbutton.
- On the trigger page, select
BoldSignas the trigger app.
- Then choose a Webhook event as
Completedand click theNew stepbutton.
- After setting up the trigger, add BoldSign as the action app and click the
Download documentoption.
- Map the document ID in the
Document IDfield.
- In the operations section choose
OneDriveas the action app.
- Then click
Create fileas the action which will save the completed document to your specified OneDrive folder.
- Sign in to your OneDrive account to create a connection.
- Configure OneDrive parameters by entering details in the
Folder Path,File NameandFile Contentfields.
- Then click the
Savebutton 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.