Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
- Training
- Getting Started
- Preferences
- Activities
- Cases
- Importing Data
- Leads
- Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
- Event Management
- Compliance Records
- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- GatorMail
- GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
- GatorWorkflow
- GatorPopup
- Opportunities
- Projects
- Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
- Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
- RevenueGrid Intelligence and Engage
- Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
- Outreach
- Installation
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
- RingCentral
- Auditing
- Comments
- People & Organisations
- Reporting
- Introduction to Reporting
- Using Reports
- Introduction to Charts
- Exporting Reports
- Advanced Reporting
- Report Snapshots
- Dashboards
- Transaction Documents
- Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
- Sagelink
- Introduction to Transaction Documents
- Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Creating & Modifying Picklists
- Theme
- Record Types
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields & Reference Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- Sign In Customisation
- Automation
- Contact Support
- Releases & Roadmap
Docusign Integration
An introduction to Workbooks’ integration with DocuSign, providing an overview of the functionality and scope of the integration.
DocuSign is an electronic signing tool that allows you to send out documents via email to capture a signature or additional data without the need for manual re-keying of data or printing/scanning and then uploading signed documents to a customer record for future reference. The integration provides you with a single repository for all of your documents which are stored securely online, as well as giving you the added benefit of saving a great deal of time for both your business and the document recipient(s).
Within Workbooks you are able to utilise pre-existing PDF templates or easily configurable DocuSign Templates to send out documents to People held within the CRM. The integration can be used from the majority of Workbooks record types including:
- Opportunities, Quotes, Orders, Contracts & Supplier Orders: These Transaction Documents can be sent directly to your Customer or Supplier for their immediate signature/approval.
- Invoices – As well as being able to be sign electronically, DocuSign can be integrated with a Payment Gateway allowing card payments to be made quick and easily.
- Cases: Generate documents such as Service Level Agreements or a Statement of Work, to be sent to a Case Primary Contact for confirmation or approval.
- People & Organisations: – Information specific to a Person or their Employer directly on the Record allowing you to capture personal data in Workbooks. For instance, you may chose to drive a New Starter process directly from Workbooks to collect important HR information.
- Custom Records: If you are licenced to create Custom Record types then DocuSign can be configured to send a document from these
Once a document is sent out via the DocuSign integration, you are kept informed in real-time of any actions taken by the recipient directly in Workbooks via our powerful Reporting engine. This includes seeing when a document is viewed, rejected or signed by a recipient.
DocuSign is one of two Electronic Signing Tools that integrates with Workbooks. Adobe Sign is also available. We have created a comparison guide that provides details on the features of each integration allowing you to decide which one is the right integration for your business process.
NOTE: Users who would like to use DocuSign will need the ‘View API Data’ Capability. It is also important that the API Data records have their Permissions set to allow the Users to see them. The default Security Policy means that API Data is only visible to System Admin, so the DocuSign API Data will need to be shared.