Knowledge Base

By Default, the DocuSign integration authenticates with a Production environment. For testing only, the integration has the capability to link to a Sandbox environment so that new configurations can be tested before being deployed and

NOTE: Before installing this plugin, you will require a DocuSign licence, with a DocuSign Admin User configured in that account otherwise some areas of the integration will not work. You also need Workbooks System Admin

A comprehensive list of all DocuSign settings that are available for all Integration Types.

The DocuSign integration allows you to use either Workbooks PDFs or DocuSign Templates. This article covers how to setup a DocuSign Template.

A breakdown of all of the Fields created by the DocuSign Integration Process for different Record types.

A guide on how to setup a DocuSign Document that utilises the Unified PDF Template