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Collect information to use in contracts and agreements.

Create contracts swiftly through templates, AI, or create and edit your own.

Route contracts seamlessly for editing, review, and approval.

Easily work with internal and external participants to edit and redline contracts in real-time

Capture secure, compliant, and legally binding signatures on any device.

Connect to the systems you use daily, or build into your application with our APIs.

Docubee & Sharepoint logos

Manage Documents More Efficiently with SharePoint for Docubee

Collect and generate documents from Docubee (formerly OnTask) workflows and route them directly to any SharePoint site.

About the SharePoint Integration

OnTask’s SharePoint integration makes it easy to manage, collaborate on, and store documents. Files are automatically sent to Sharepoint upon document or form completion.

What You Need


  • Docubee account
  • Admin access to Salesforce

How to Get Set Up


  • Log in to Docubee and create a workflow with a web form and “Export Document” task
  • Click the “SharePoint” button as the destination in the “Export Document” task
  • Enter your Microsoft account details and accept permission for Docubee

Microsoft SharePoint x Docubee Benefits

Take control of your document processes.

Streamlined Document Sharing

Upload completed and signed documents directly to your SharePoint instance for easy, secure access.

Simplified Document Management

Keep your documents organized and up-to-date by automatically transferring them from Docubee to the appropriate SharePoint location.

Reduced Manual Processes

Automatically upload documents to SharePoint from Docubee to eliminate manual processes and reduce human error.

Remote-Enabled Processes

Whether in the office or working remotely, Docubee’s SharePoint integration keeps your processes consistent and productive.

Use the SharePoint Integration to Export...

  • Single documents
  • Signed documents
  • Documents generated from form data
  • Combined documents
  • Templated documents

More Integrations to Keep You Productive

We’ve got the integrations needed to keep your workplace connected. View other available integrations.

Frequently Asked Questions

What is SharePoint?

SharePoint is a Microsoft intranet solution that allows organizations to share and manage content, find information, and facilitate collaboration across multiple teams.

What is SharePoint used for?

Organizations use Microsoft SharePoint to share information for collaborative projects and store files associated with important business tasks. The platform can be customized to provide each department or team with a dedicated site that provides access to the resources they need.

How does the SharePoint integration work?

Docubee workflows can be set up to export documents to Microsoft SharePoint automatically. Each workflow can send documents to a specific site, library, and path within SharePoint. After Docubee is configured and connected to SharePoint, it will send documents to the designated destination whenever the workflow reaches the “Export Document” task.

How can I set up my SharePoint integration?

Use this step-by-step integration guide to get set up.

Don’t See the Integration You’re Looking For?

We’re here to ensure you have the tools to succeed. If you don’t see the integration you’re looking for, request it here.

Put workflows to work for your business.