- Welcome to the Knowledge Base
- Introduction
- Training
- Desktop Environment
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
-
Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Gator Popup
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
- GatorMail Integration
- Opportunities
-
Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
-
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
-
Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
- Scribe/Workbooks Connector
- People & Organisations
- Reporting
- Dashboards
- Transaction Documents
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Contact Support
-
Releases & Roadmap
- Roadmap
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
Production vs Sandbox
By Default, the DocuSign integration authenticates with a Production environment. For testing only, the integration has the capability to link to a Sandbox environment so that new configurations can be tested before being deployed and used by your users. At this stage, there are no capabilities to transfer the configuration from one environment to the other.
Each environment has its own set of authentication details i.e. Sandbox credentials, will not work in a Production environment. Each environment also uses a different URL to login so the following steps must be carried out to switch environments after the initial installation. By default, the integration will use the Production environment. You can sign up for a DocuSign Sandbox account (for free), here.
When you switch the integration to Sandbox mode, it will send all document signature requests via the Sandbox environment, thus this mode should only really used on a Workbooks test database if you have already configured documents previously.
Switching to Sandbox Mode
Once you have installed the DocuSign Plugin (see here), you need to manually update a parameter called "sandbox_mode" on each of the following processes from Configuration > Automation > Processes and then selecting the relevant tab to find the processes listed below:
- DocuSign (Integration Process)
- DocuSign Retry Failures (Scheduled Process)
- DocuSign Maintain Fields (Scheduled Process)
- DocuSign Listener (Web Process)
On each Process, select Parameters > Select "sandbox_mode". Set the value to TRUE, then Save & Close.
When configuring the DocuSign Process buttons (see here), you also need to set the "sandbox_mode" parameter to TRUE on each of these too.
After you have changed the above parameters, the integration will login using the URL https://account-d.docusign.com and your Sandbox credentials, as if you were logging into the DocuSign website directly.
Switching to Production Mode
If you have been using Sandbox mode, and wish to switch back to Production then simply revisit each of the processes listed above, and set the "sandbox_mode" parameter back to blank.
After you have changed the above parameters, the integration will login using the URL https://account.docusign.com and your Production credentials, as if you were logging into the DocuSign website directly.