Manage Documents More Efficiently with SharePoint for OnTask
Collect and generate documents from 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
- OnTask account
- SharePoint Account
How to Get Set Up
- Log in to OnTask 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 OnTask
Microsoft SharePoint x OnTask 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 OnTask to the appropriate SharePoint location.
Reduced Manual Processes
Automatically upload documents to SharePoint from OnTask to eliminate manual processes and reduce human error.
Whether in the office or working remotely, OnTask’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.
Have a CRM, HRIS system, or other client management tool you can’t live without? Using OnTask’s Zapier integration, you can connect the apps you love and let the productivity flow.
Stay in sync. Automatically export documents into Google Drive as part of your workflow for easy cross-platform access.
Sales, HR, and marketing teams rejoice. Using OnTask’s Salesforce integration, you can automatically export documents into Salesforce’s web-based CRM as part of your workflow.
Access the documents you collect in the platforms you’re already using. OnTask’s Dropbox integration allows you to collect responses from users, and automatically send completed forms and documents to your desired Dropbox location.
Amazon S3 is a highly secure web-based storage solution for businesses. OnTask’s Amazon S3 integration allows you to automatically export completed documents to your selected storage bucket as part of your workflow.
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.