Transfer signed DocuSign documents directly into designated OneDrive folders, with the DocuSign and OneDrive integrations, thus eliminating manual hassle and fostering collaboration across teams. From Contract Management to Human Resources, Finance, Healthcare, and beyond, experience unparalleled efficiency in handling critical documents. Leverage the DocuSign and OneDrive connectors for a smarter, more organized workspace where every operation is optimized, and every document is effortlessly managed.
Integration Connectors
Connectors are used to integrate with third-party services. You can enable or disable connectors as needed.
Microsoft OneDrive & SharePoint
Microsoft OneDrive & SharePoint are a cloud storage service for personal files, and a platform for team collaboration, document management, and workflow automation.
DocuSign
DocuSign is a cloud-based service for electronic signatures and approvals.
Quickly start in Studio Web as your Web based automation canvas and build and test Cross-platform automations across online apps and services.
Template | Apps | Used in | ||
---|---|---|---|---|
Extract data from a new invoice file in OneDrive and store it in Excel Extract data using Document Understanding when a new invoice is uploaded to OneDrive, then export it to an Excel workbook. | ![]() ![]() ![]() | 2281 automations | ||
Upload email attachments to OneDrive or SharePoint Upload Outlook email attachments to OneDrive or SharePoint and move the email to a different folder. | ![]() ![]() ![]() | 1278 automations | ||
Convert Word file to PDF and store in OneDrive When a new Word file is uploaded to a folder in OneDrive, convert it to PDF format and store it in a OneDrive or SharePoint location. | ![]() ![]() ![]() | 649 automations | ||
Upload Gmail email attachments to OneDrive or SharePoint When a new email arrives in Gmail, save its attachments to a OneDrive or Sharepoint location and then move the email to a different folder. | ![]() ![]() ![]() | 328 automations | ||
Send an email when a file is added to OneDrive folder Get email notifications via Outlook when new files are uploaded. | ![]() ![]() | 303 automations | ||
Move files from a OneDrive folder Iterate through the files in a OneDrive folder and its subfolders and move all the files into a second folder. | ![]() | 279 automations | ||
Merge PDFs from Outlook email attachments and upload to OneDrive Merge all attachments received via Outlook email into a single PDF and upload it to a OneDrive folder. | ![]() ![]() | 182 automations | ||
Track new OneDrive files in an Excel Spreadsheet When a file is created in a OneDrive or Sharepoint folder, record its Name and Creation Date in a an Excel spreadsheet for better tracking. | ![]() ![]() | <100 automations |
Start from activities and triggers
Experience a quick start with Studio Web's activities and triggers to expedite your automation time-to-value.
Tap into Studio's ecosystem for diverse activities, powering use cases from data extraction to IT automation, all within your desktop application.
Listing | Apps | Downloads | ||
---|---|---|---|---|
SharePoint Custom Activities Package A custom activities package that allows the management of List Items, Library Files and Folders, Users, Groups and Permissions. New activities and 2 new authentication modes have been added in v1.7.0 | ![]() | 22596 | ||
DocuSign Digital signature automation just got easier with the UiPath DocuSign Activity Pack. | 317 | |||
DocuSign Activites A set of activities to interact in a very easy way with DocuSign’s API. Define, initiate, monitor and process Document-Signing Workflows | ![]() | 287 | ||
HP Inc - SharePoint Silent Authentication SharePoint App-Only is the older, but still very relevant, model of setting up app-principals. This model works for both SharePoint Online and SharePoint 2013/2016/2019 on-premises and is ideal to prepare your applications for migration from SharePoint on-premises to SharePoint Online. With this UiPath Activity, you will be able to connect to SharePoint silently and perform different SharePoint actions like (Get Files Folder / Create/Delete Files & Folder) | ![]() | <100 | ||
DocuSign Activity Package DocuSign is a cloud service for secure electronic signatures and approvals, integrating easily with UiPath for automated workflows. | <100 | |||
ITAM Onboarding / Offboarding Create an automated interface for resource onboarding and offboarding processes with minimal human involvement. | ![]() ![]() ![]() | <100 | ||
Folder Level Utilities These snippets are used to simplify file and folder level workflows and can be reused multiple times in a complex process. | ![]() ![]() | <100 |
Don't know where to start from? Dive into our curated collections. They're your stepping stones to innovative automation projects.
UiPath use case accelerators are automation frameworks which are custom-built for specific use cases. These frameworks use best practices and pre-built components which can be modified, expanded, and
Step into the world of effortless automation with UiPath Studio Web, your web-based automation canvas.
Enhance your document collaboration and revolutionize your workflows by seamlessly integrating powerful applications such as Microsoft 365, Adobe, and Dropbox to streamline your document management pr
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