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Status Completed
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Created by Guest
Created on May 4, 2018

SharePoint Online for Document Generation Action

It would be really nice to have the option of SharePoint Online for the DocGen Action.

On the Office 365 side only being able to use OneDrive for DocGen is very limiting. We need to be able to use DocGen from SharePoint Online as well. This allows us to create anonymous forms for O365 or for example if I am working within a Sales Process, I would want to get my DocGen Template from my Sales SharePoint Online Site and then Store it back there and/or Salesforce.
    Sep 7, 2022
    There's a workaround where you can use a "SharePoint - Get file" action and store the output in a file variable. This file variable can then be configured as the template used in the Generate document action.

    Moving forward we have plans to move towards this model. This will provide greater flexibility to the Generate document action and consistency use of files within the product.
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