Source Repository Configuration (SharePoint) - DocuSign eSign Request

Specifies the original, or source, location for your files on SharePoint in the DocuSign eSign Request activity.

Figure: Source Repository Configuration screen (SharePoint)

Source Repository Configuration screen SharePoint

Examples

Good to Know

  • Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Digital Signature Digital Signature icon tab.
      2. On the Digital Signature Digital Signature icon tab, drag the DocuSign eSign Request DocuSign eSign Request icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. On the Source Repository screen, click SharePoint SharePoint icon.
  4. Click Source Detail Configuration Source Detail Configuration icon.

Fields

Field Name Definition

SharePoint
Function:
Specifies the access token that connects to your SharePoint site.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Example:
Refer to:

Add Token Add Token icon
Opens this Screen:
Access Token for SharePoint
Function of this Screen:
Configure an access token to connect to SharePoint.
Example:
Refer to:

Site
Function:
Specifies the URL for your SharePoint site.
Accepted Values:
A valid SharePoint site URL.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:

Upload Files To
Function:
Specifies whether to download files from a SharePoint list or library.
Accepted Values:
  • List Item - Lets you download files from a SharePoint list.
  • Document Library - Lets you download files from a SharePoint library.
Default Value:
Document Library
Limitations:

AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 Software Update 1 or higher.

List/Library
Function:
Specifies the name of the SharePoint library or list.
Accepted Values:
A valid SharePoint library name or list name.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

The option to use a SharePoint list or library is available in these releases:

List Item ID
Function:
Specifies the ID of a SharePoint list item.
To Open this Field:
  1. On the Source Repository Configuration screen, in the Upload Files To field, select List Item.
Accepted Values:
The ID of your SharePoint list item.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 Software Update 1 or higher.

Folder Path
Function:
Specifies the path of the folder.
To Open this Field:
  1. On the Source Repository Configuration screen, in the Upload Files To field, select Document Library.
Accepted Values:
  • Choose Folder Path - Specifies an absolute path for the folder.
  • Dynamic Folder Path - Specifies a process data variable that stores the relative path of the folder.
Default Value:
Dynamic Folder Path
Example:
  • ${HomeDirectory}\sample2.doc
  • MyFolder1/Sample3.doc

Also refer to:

Limitations:

The option to use a SharePoint folder path in a document library is available in these releases: