Automate contract storage with SpotDraft x SharePoint integration

Save executed contracts as PDFs directly to SharePoint with customizable folder structures and automated file naming—no manual uploads required.

From execution to organized storage in one seamless flow

Flexible storage that mirrors your organization

  • Choose specific Sites, Drives, and Folders in SharePoint for automatic contract storage
  • Define custom subfolder structures by contract type, counterparty, entity, or metadata
  • Configure file naming with your preferred labels and date formats
  • Contracts follow a uniform naming convention for instant identification and retrieval

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

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Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Set it once, save time forever
  • Every executed contract automatically converts to PDF and saves to SharePoint
  • No manual downloads, uploads, or file organization required
  • Select which contract types to include or exclude from sync
  • Fallback naming ensures even imported historical contracts are properly stored
Enhanced security with enterprise-grade collaboration
  • Leverage SharePoint's advanced security features alongside SpotDraft's backup system
  • Control contract accessibility with SharePoint's granular permissions
  • Enable team collaboration and stakeholder sharing without compromising security
  • Regular automated backups provide an additional layer of protection
FAQ

We’re here to help with any questions you have.

What does the SpotDraft–SharePoint integration do?

How does this integration help legal and business teams?

Can I choose where contracts are saved in SharePoint?

How are contract files named and organized?

Can I control which contract types are uploaded to SharePoint?

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