This is a paid bot, and its usage will be counted toward your plan's credit limit. For more information about credit usage, refer to this article.
General
Automate seamless data transfer between documents and SharePoint. Save your time by exporting completed documents to your SharePoint folders.
Use case example: You need your employees to sign documents packages and then attach these documents to their records. By using the Save to SharePoint folder records bot, you don’t have to remember to manually find the respective record and add documents, because the bot will do it automatically as soon as the employee signs a package of documents.
How to set up
When the bot works by default:
The Save to SharePoint folder records bot activates once the documents are completed by recipients specified in the step, after which this bot has been added.
To add the bot to your workflow, select where you’d like to put it on the diagram and click the plus icon.
Then, select Bot from the list.
Search for the bot you need by category or using the search bar. Then, install the bot to your workflow by clicking Install bot.
Connection settings:
To connect the bot to your SharePoint account, select Connect in the Connection settings section.
Note: Make sure that the account you’re connecting has sufficient editing rights and is a member of the site you’re going to work with. With read-only permissions, SharePoint records cannot be modified.
Then, select the SharePoint account you need to connect. You can also connect a new account by clicking Add connection. You’ll be redirected to the Microsoft login screen. Once you’ve logged in, you’ll be directed back to account.
Once connected, proceed to the next section.
Action settings:
In the Select destination folder and documents section, indicate the SharePoint destination where the completed documents will be saved.
First, select the SharePoint site where your destination record is located.
Alternatively, enter the site manually.
Next, select the SharePoint destination drive (list).
After that, click Select folder and browse for the folder you need on your drive. You can use the search bar to find the folder by its name and open the existing folders to check their content. To select a folder click Select. To create a new folder, click Add folder.
Next, select documents in the workflow to save by ticking them and clicking Select.
To save all documents as a ZIP archive, tick the Save as a ZIP file option. To only save documents completed by the recipient, tick the Save only documents shown to recipients option. This option comes in handy when you have multiple documents in your workflow and don't need all of them to be completed and archived.
Finally, choose whether you’d like to archive documents after each revision or after the last one.
Conditions
Configure the bot execution conditions based on simple “if-this-then-that” rules. For example, you can set conditions based on document field information, recipient data, date of document signing, document data, and decline reason. Learn more about bot conditions usage in the dedicated article.
Advanced settings
In this section, you can set additional bot configurations:
Determine how often the bot will run
Decide what to do with a revision if the bot fails
Add tags to your document to easily locate it
Learn more about adjusting Advanced settings in this article.