Knowledge Base

The standard Unified PDF that we provide to all customers has been updated so that it is compatible with the DocuSign integration. This will be included as standard in any database created after 1st July

The DocuSign Integration can be configured to update additional Records that are linked from the Record that is sent out for signature. This can be configured so that any Record linked through a Dynamic Linked

This example will show you how to use the Multiple Send setting when sending documents with the DocuSign integration. For this example you will create two different documents that use the Multiple Send setting, both

The following example will take you step by step through setting up an Invoice document to take a payment via DocuSign’s payment gateway features. This example uses the standard Workbooks Unified PDF, but a similar concept can

DocuSign can be used to send a document for signature from a Case record to the Primary Contact. You could use a Case to represent a Support Policy or Statement of Work (SoW). These are

DocuSign can be used to send a document for signature from an Organisation record to a designated Signer, this may be used to confirm an account sign up or agreement for your Terms & Conditions