Integrate SharePoint
with DocuSign

Data Solutions

Connect SharePoint with DocuSign to enable document approvals and e-signature workflows directly from your content management system. Using KingswaySoft’s ETL-based integration, you can automate the flow of contracts, agreements, and signed documents between both platforms.

SharePoint ToolkitSSIS Productivity Pack

SharePoint with DocuSign Integration

Sample Integration Use Case

Automate Contract Signature Tracking

Automate Contract Signature Tracking

Your legal or procurement teams store contract templates in SharePoint and use DocuSign to manage the signing process. You want completed contracts to be returned and stored with status and signer details.

  • Templates Sent from SharePoint: Documents identified based on metadata or folder placement

  • DocuSign Manages the Signing Workflow: Tracks signers, timestamps, and statuses

  • Signed Copies Returned to SharePoint: Along with envelope status and signer details

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Developed for Complex Enterprise Workloads

Our Solutions Are Built to Support
Advanced Data Workflows Across Systems

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Centralize Signed Records in SharePoint

Centralize Signed Records in SharePoint

Keep executed contracts stored in SharePoint where your team already manages related documents.

Maintain Signature Status Visibility

Track signing progress, rejections, or delays directly through synced metadata fields.

Maintain Signature Status Visibility

Aligned Data and Improved Workflows

Link SharePoint’s content storage with DocuSign’s e-signature process.

Scenario Data Movement Business Outcomes
Send contracts for signature SharePoint → DocuSign Automate signature requests based on SharePoint triggers
Retrieve signed agreements DocuSign → SharePoint Store completed contracts where related docs are managed
Update envelope status DocuSign → SharePoint Maintain up-to-date signature tracking in SharePoint
Archive signed PDFs DocuSign → SharePoint Keep all finalized documents together for audit purposes
Add signer metadata DocuSign → SharePoint Record signer name, date, and status with stored documents

System Compatibility

Integration Tools Built for Each System

Access the full suite of KingswaySoft’s SSIS Integration Toolkits
and the SSIS Productivity Pack under a single commercial license.

Comprehensive Integration Solution
Using Our SSIS Ultimate Edition

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and Migration Problems

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