Knowledge Base

The integration of DocuSign within Workbooks CRM has transformed how organisations manage electronic document signing, streamlining workflows across departments such as Sales, Support, HR, and Finance. The following sub-section explores how the DocuSign documents can

To help users get started and make the most of this functionality, Workbooks provides a series of DocuSign Worked Examples that walk through common use cases and configuration steps. These examples are designed to simplify the

A step-by-step guide on how to install the DocuSign Plugin from the Workbooks Script Library.