Knowledge Base

When a document is signed using the integration, the signed document is stored in Workbooks by default. If you have configured any field mappings, at the point of signature, the submitted values from the document are also

Prerequisite: This Report relies on Custom Fields that will only become available once the DocuSign Plugin has been installed and at least one Template has been created for the Record Type. This post provides a

Prerequisite: This Report relies on Custom Fields that will only become available once the DocuSign Plugin has been installed and at least one Template has been created for the Record Type. This Report forms part of