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Electronic Signing Tools

Workbooks allows you to integrate with two different Electronic Singing Tools, Adobe Sign and DocuSign, both integrations are available as Plugins from the Script Library and are accessible for all Customers that have an account with either signing tool.

We have created a list below that compares the functionality of the integration of each tool to help you decide which option is most suited for your needs.

Feature Adobe Sign DocuSign
Send Documents from all Workbooks Transaction Documents Yes Yes
Send Documents from Workbooks Case Records No - Adobe Sign only supports signatures from Transaction Documents Yes
Update Fields in Workbooks from information on the signed document Yes Yes
Allow multiple recipients to make separate updates to a Document Yes Yes
Integration with Custom Workbooks PDFs Yes Yes

Integration with standard Workbooks PDF files

 No

Yes - The Workbooks Unified PDF Templates includes DocuSign Tags that allow you to merge DocuSign information with ease.

NOTE: If your database was created prior to September 2019, this XSL Stylesheet is available for download by clicking here. This template can be manually uploaded to the relevant Workbooks Instance to replace any existing templates. New databases after this date will automatically obtain a copy of the latest template.
Integration with third party template functionality No - Adobe Templates are not exposed via this integration Yes - The DocuSign integration allows you to create and utilise Templates created through DocuSign without the need for PDF configuration. These are best suited for data capture rather than Quotations or Orders that may have Line Items that need to be generated.
Able to control specific attributes for each different document No Yes - Specific settings and relationships can be configured at the Document Level allowing you to completely customise the functionality of each Document.
Mobile Templates No Yes - Upon signing a document, if you are licenced for this feature, DocuSign is responsive to any size device ensuring ease of use across multiple devices
Payment Gateway Integration No Yes - DocuSign allows Invoices to be paid through a number of Online Payment Gateways so payment can be taken instantly and easily. A fully worked through example can be found on our Knowledge Base on how this is configured.
Send documents from People & Organisation Records in Workbooks No - Adobe Sign only support Transaction Documents Yes - Custom PDFs & Docusign Templates can be generated from Organisation and People Records and sent out respectively.
Update related records on signature No - Adobe Sign will only update the originating record used to send a document for signature Yes - Utilising a DLI in Workbooks, DocuSign can retrieve fields to display to the end user during the signing experience. Any updates captured, can update information on those related records automatically.
Updates and files stored directly on the Workbooks Record No - Files are always stored on an Activity against the originating record Yes - DocuSign has the ability to utilise File Fields for storing the signed document directly on the originating record in Workbooks.
Create new Records automatically on signing No Yes - Transaction Documents can be configured to use the "Copy Document" feature to create a new Transaction Document of your choice once a signature has been received.

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