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Custom Fields created by the DocuSign Integration

Please note, our DocuSign Integration is still in a Beta stage. For more information please contact support@workbooks.com

Once a Document has been setup for a specific Record type the DocuSign integration will automatically create a series of Custom Fields on the Record as outlined in the Tables below:

All Record Types

Field Label Data Type Description
DocuSign IFrame This IFrame hosts the Process and allows you to generate and review DocuSign Envelopes before sending.
DocuSign: Date Format Picklist Choose whether dates appear in British or US date formats
DocuSign: Document Status Picklist This Field keeps you informed of the last action taken against the Document, whether your recipients have reviewed it, and whether it has been accepted or rejected.
DocuSign: Envelope ID Text A unique Id that is generated for the Envelope by DocuSign that allows the IFrame to identify the correct Envelope to load. This will change every time a new Document is generated.
DocuSign: Envelope URL URL The URL that the IFrame is loading within the tab. This may change depending on when your authenticity token was last generated.
DocuSign: Last Action Date & time The date & time an action was last taken against the Document by a recipient.
DocuSign: Signed Document File The Signed File attached directly to the Main Tab of the Document that can be easily 

 

Transaction Documents

All Transaction Documents have two additional fields that allow you to automatically copy the Document to a new Document Type when the Signature has been received.

Field Label Data Type Description
DocuSign: Copy Document on Signature Picklist Enable this setting if you wish to create a Copy of the Document once the signature has been received.
DocuSign: Copy Document to Type Picklist Select the Document Type you would like this to be copied to if the above setting has been enabled.

 

Payment Fields

In addition to the above Invoices also have Fields that allow you to configure automatic payment through DocuSign:

Field Label Data Type Description
DocuSign: Payment ID Text The unique Payment Id that is provided by the Payment Gateway allowing you to identify the payment across both systems easily.
DocuSign: Show Payment Option Picklist Enabling this setting allows you to take Payment directly from the Invoice, disabling this will show your Company’s bank account details on the Invoice if you are using the Workbooks Unified PDF.
DocuSign: Payment Method Picklist

Select which Payment Gateway you will be using, this information is pulled from your DocuSign account so you must have the gateway configured in DocuSign first.