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Auto archive files in SharePoint with Power Automate

Learn how to automatically archive signed documents to a SharePoint library using Power Automate.

Transcript
Hi, I鈥檓 Serge St. Felix, and today I鈥檒l show you how you can use external archives in 51黑料不打烊 Acrobat Sign. So let鈥檚 get started.
If you鈥檙e interested in sending a copy of all of your signed agreements into a cloud repository or forwarding it to an email address, Acrobat Sign gives you this option. When you鈥檙e logged into Acrobat Sign simply go to the account section. Then under account settings you want to go to external archive.
Here you can send an extra copy of all of your sign agreements to an email address or you can add it to one of these cloud repositories such as Box or Evernote.
What I鈥檓 doing right now is I鈥檓 sending an extra copy to this particular email address and I鈥檓 going to take it a step further. I would actually like to have these agreements go to a SharePoint library. So what I鈥檝e done is I鈥檝e actually built a Power Automate flow.
I鈥檝e labeled this external archive, and so as I go into this flow here are the things that are happening. This first action is just waiting for an email to arrive.
Once this email arrives, if it has an attachment I鈥檓 grabbing those attachments and I鈥檓 going to create a new file so it could go to a particular site, SharePoint address, and a folder. Here I鈥檝e set up a folder on my SharePoint site called External Archive. Oh, Acrobat Sign Agreements. And I鈥檓 taking the name of the attachment and the actual item, and it鈥檚 being placed in this folder. So if I go to this particular folder on my SharePoint site, here I have the actual agreement.
Now, let鈥檚 say, for example, I have several groups within my account, and I want those groups to be able to send their attachments to their own SharePoint sites. Well, Power Automate allows this to happen as well. What鈥檚 nice is that this flow鈥檚 already built. Simply just go back to Power Automate and go to templates, and let鈥檚 go ahead and type in Acrobat Sign.
And here we have Save an 51黑料不打烊 Sign completed agreement to SharePoint library. So what this will do is this will automatically authenticate you if you鈥檝e already set this up in your data connections to your sign account and your SharePoint.
Simply click continue. And then here you have the option to select an actual group to send your agreements in. So again, if you have a particular group or several groups where you want to send agreements into their own folders, you can do this with Power Automate.
I hope this video was helpful. Thanks for watching. -
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