DocuSign – Worked Examples
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 setup process and demonstrate how to tailor DocuSign templates, Word templates and Workbooks PDFs for various business needs. Whether you’re sending contracts, invoices, or HR documents, the worked examples cover:
Template Creation
- How to create and configure DocuSign templates with roles like “Signer” and “CC”.
- Mapping template roles to Workbooks relationships for seamless automation.
Unified PDFs
- Using pre-tagged PDFs that auto-fill signer details.
- Including fields for signature, date, and other signer inputs.
Multiple Document Sends
- Sending multiple documents (e.g., offer letter + NDA) from a single record.
- Managing recipient roles and field mappings across templates.
Invoice Payments
- Enabling payment collection.
- Integrating payment fields into invoices sent through DocuSign.
Managing Templates
- Editing or removing DocuSign configurations within Workbooks.
- Best practices for maintaining template integrity and avoiding errors.
These examples are ideal for users looking to streamline document workflows, reduce manual data entry, and ensure compliance with digital signing processes. Please see the links below to explore some of the worked examples documented:
- Taking Payments | Workbooks CRM Support
- Updating Related Records | Workbooks CRM Support
- Multiple Document Sends | Workbooks CRM Support
- Creating a Template for Cases | Workbooks CRM Support
- Creating a Template for Organisations | Workbooks CRM Support
- Creating a Template for People | Workbooks CRM Support
- Unified PDF for Transaction Documents | Workbooks CRM Support