Knowledge Base

The DocuSign Integration can be configured to update additional records that are related to the source record via a Dynamic Linked Item Custom Field type. The integration can expose data that is stored in Workbooks

If you are using the DocuSign from a Transaction Document record type in Workbooks, it is possible to configure the integration to automatically copy the document to the same, or another transaction record type upon receiving a signature

This functionality is designed to support the sending of multiple documents from a single record to the same group of People. For example, for a new starter process you may send the following documents to

The DocuSign integration can be used to generate documents for People, Organisations and Cases. This can be a great way to get confirmation from an internal member of staff or a client that they have understood

It is possible to take a payment directly through DocuSign when a document is sent for signature. DocuSign integrates with three different payment gateways; Stripe, Authorize.net and Paypal (via Braintree). This can save your finance

How to update and remove DocuSign Templates after they have been set up.