The SpotDraft–SharePoint integration automatically saves every executed contract from SpotDraft to your chosen SharePoint folder. It helps teams stay organized by maintaining a consistent naming format, predefined folder structure, and automatic backup for every signed agreement.
It eliminates manual uploads, reduces errors, and ensures every executed contract is stored securely in the right SharePoint folder. Teams across Legal, Sales, and Operations can easily find and collaborate on the latest agreements, without needing to search through emails or local drives.
Yes. You can customize the destination by selecting the specific Site, Drive, and Folder within your company’s SharePoint structure. This ensures your contract repository mirrors your organization’s filing system perfectly.
SpotDraft automatically saves each file with a clear, standardized naming convention — for example, Counterparty Name – Contract Title – Unique ID. You can also define subfolder rules, such as organizing by Contract Type, Entity, or Counterparty.
Yes. You can choose to upload all executed contracts or configure the integration to include or exclude specific contract types. This gives teams complete control over what’s synced to SharePoint.