Target Repository Configuration (SharePoint) - DocuSign eSign Document Download

Specifies the target location for your files on SharePoint in the DocuSign eSign Document Download activity.

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Good to Know

  • Documentation for Integrations with Third-Party, External, or Open Source Technologies

    The highest priority for AgilePoint NX Product Documentation is accuracy. Whenever feasible, AgilePoint provides input details, business rules, or example values for third-party integrations. These can include any technology that is not native to AgilePoint NX, such as Salesforce, Active Directory, or REST. However this information is subject to change without notice to AgilePoint. Because we can not guarantee the accuracy of this information, the details provided for third-party product input values, as well as examples for third-party product integrations, are limited in the AgilePoint documentation. It is the responsibility of third-party vendors to provide documentation related to these aspects of their software and services.

    For examples of use case implementations or configuration field input values for third-party products, AgilePoint recommends these resources:

    • AgilePoint Community Forums - An AgilePoint-moderated, crowd-sourcing user forum where you can ask questions about specific techniques, the solutions to use cases, workarounds, or other topics that may not be covered in the Product Documentation.
    • Professional Services - If you can not find the information you need for your specific business problem, mentoring is available through AgilePoint Professional Services.
    • Personalized Training - AgilePoint can provide personalized training for your organization. To request personalized training, contact AgilePoint Sales.
    • Third-Party Vendor Documentation - Whenever feasible, AgilePoint provides links to third-party vendor documentation.

      This does not include technology standards or protocols, such as JavaScript, REST, or FTP. Resources for these technical standards are publicly available on the Internet.

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 Document Download DocuSign eSign Document Download icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. On the Target Repository screen, select your target location as SharePoint SharePoint icon.
  4. Click Target Detail Configuration Target 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

Add Token Add Token icon

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

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 upload files to a SharePoint list or library.
Accepted Values:
  • List Item - Lets you upload files in a SharePoint list.
  • Document Library - Lets you upload files in 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 Target 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

Choose Folder Path

Function:
Specifies the relative path of the target folder in your SharePoint list or library.
To Open this Field:
  1. On the Target Repository Configuration screen, in the Upload Files To field, select Document Library.
Accepted Values:
The name of a folder in your SharePoint list or library
Default Value:
None
Limitations:

Choose Folder Path option only supports document libraries in the Upload Files To field. The Document Library option is available in these releases:

Existing Folder ID

Function:
Specifies the folder ID in SharePoint where the file is stored.
To Open this Field:
  1. On the Target Repository Configuration screen, in the Upload Files To field, select Document Library.
Accepted Values:
A valid folder ID.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

The Folder ID option only supports document libraries in the Upload Files To field. The Document Library option is available in these releases:

In the previous releases, this option was a Folder Path where you can specify a process data variable that stores the relative path of the folder.

Create New Folder

Function:
Specifies that a new folder is created for the file by the process.
To Open this Field:
  1. On the Target Repository Configuration screen, in the Upload Files To field, select Document Library.
Accepted Values:
  • Deselected - The activity does not create a new folder.
  • Selected - The activity creates a new folder.
Default Value:
Deselected
Accepts Process Data Variables:
No
Limitations:

Create New Folder option only supports document libraries in the Upload Files To field. The Document Library option is available in these releases:

Create New Folder Name

Function:
Specifies the name the process gives to the folder the process creates.
To Open this Field:
  1. On the Target Repository Configuration screen, in the Upload Files To field, select Document Library.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Create New Folder Name option only supports document libraries in the Upload Files To field. The Document Library option is available in these releases:

Overwrite If File Exists

Function:
Specifies if the activity replaces the file if it already exist with the same name at the specified target location.
To Open this Field:
  1. On the Target Repository Configuration screen, in the Upload Files To field, select Document Library.
Accepted Values:
  • Selected - The activity replaces the file if it exists with the same name at the target location.
  • Deselected - The activity saves the file with a different name.
Default Value:
Deselected

Store the Response ID in this Variable

Function:
Specifies the process data variable that contains the response ID for the document transfer.
Accepted Values:
A process data variable that accepts an alphanumeric string with no spaces or special characters.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

The configuration details AgilePoint NX Product Documentation can provide for third-party integrations is limited. For more information, refer to the relevant section in Third-Party Vendor Documentation.