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Automatically Upload Signed Documents to OneDrive with Zapier Banner

Automatically Upload Signed Documents to OneDrive with Zapier

With the widespread adoption of electronic signatures, organizations benefit from faster document signing. Yet, effective document management and secure storage of signed documents are equally essential for future reference and collaboration. Uploading signed documents to the cloud offers numerous benefits, including centralized storage and improved collaboration.

The manual process of storing documents in the cloud involves the tasks like tracking eSignature requests, downloading files from BoldSign after signature completion, and then uploading them to the appropriate OneDrive folder. This manual approach can be time-consuming and error prone.

To overcome these challenges and streamline the eSignature workflow, automation offers an elegant solution. Through the utilization of the BoldSign Zapier integration, organizations can automate various eSignature workflows, ensuring seamless document uploads to cloud storages. This saves time and minimizes errors.

In this blog post, we will delve into the step-by-step process of connecting BoldSign and OneDrive using Zapier. By following these steps, you can set up an automated system to upload signed documents to OneDrive directly.

Prerequisites

To initiate the automated process of uploading signed documents to OneDrive, ensure you have the following prerequisites in place:

  • A Zapier account
  • An active OneDrive account
  • A BoldSign account
Your BoldSign account can either be a paid or free sandbox account. You can sign up for a free account now, if you don’t have one.

Creating the Zap

A preconfigured Zap template is available on the BoldSign Zapier integration page. To create a Zap that connects the BoldSign and OneDrive apps, simply follow these steps:

  1. Navigate to the Upload newly signed BoldSign documents to OneDrive page and click the Try this template button.

    BoldSign with OneDrive
  2. Here the App & event section, the values are prefilled. BoldSign is the trigger app, and Document Completed is the trigger event.

    App and Event
  3. In the Account column, link your BoldSign account and test the trigger in the Test column. Then, the recently signed document will be displayed. Double-check the details and move to the next section.

  4. Action section: The App & event section values are prefilled with OneDrive as the action app and Upload File as the action event. Connect your OneDrive account in the Account column.

  5. In the Account section, select the folder where you want to store the completed documents in OneDrive. Next, map the Signed Document value to the File field and map the desired value for the File Name field.

    Action Column
  6. Test the action in the Test field to ensure the configuration is working correctly. The recently signed document in BoldSign will be automatically uploaded to OneDrive.

  7. Verify all the details and Publish the Zap. The created Zap will be displayed on the Zaps page in Zapier.

The automation of uploading signed documents to OneDrive has been implemented successfully. From now on, every time a BoldSign signature request is completed, the document will be automatically uploaded to OneDrive.

automatically uploaded Signed document to OneDrive

Conclusion

Thank you for taking the time to read this article. We hope that the information provided will be helpful in setting up automation using Zapier to upload signed documents to OneDrive. You can follow the same steps to integrate with other cloud storages and streamline your eSignature workflows.

Take advantage of BoldSign’s 30-day free trial to get started today and experience the benefits of automating your eSignature workflows through the BoldSign integrations on Zapier.

Access our knowledge base articles on Zapier for additional details and instructions.

Please share your comments below. If you need any further assistance, schedule a demo or contact our support team through our support portal

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Lakshmi Priya Soundar Rajan

Lakshmi Priya Soundar Rajan

Lakshmi Priya Soundar Rajan is a Technical Writer at BoldSign. With expertise in simplifying complex concepts, she contributes to the comprehensive documentation and user-friendly content at BoldSign. Lakshmi's commitment to quality ensures users have access to clear and helpful information.

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Lakshmi Priya Soundar Rajan

Lakshmi Priya Soundar Rajan

Lakshmi Priya Soundar Rajan is a Technical Writer at BoldSign. With expertise in simplifying complex concepts, she contributes to the comprehensive documentation and user-friendly content at BoldSign. Lakshmi's commitment to quality ensures users have access to clear and helpful information.

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