Knowledge Base
Guide to help configure and further your Workbooks CRM system, incl. documentation, helpful tips and 'how to' videos.
Docusign Integration Setting up and configuring the Modern Theme Workbooks Web Insights See moreCustomer Forum
Ask questions and discuss issues and features with other Workbooks users and the Workbooks team.
Create a Report Grid to show multiple Adobe Sign Agreement Information Automated Reminder Emails (Cases, Invoices & more!) Adding new value to Dynamic Pick List See moreSuggestions
See which new features are most frequently requested, vote for your favourite and request your own.
ical Additional drop down menu to control email template list Ability to add meetings (normal and recurring) along with the meeting attendees via WOA See moreTraining
Looking for training? We offer several options, explore these below:
Training Courses Training Videos