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

Using Reports, several types of advanced Custom Fields can be created in Workbooks to enhance the integration further by bringing key information such as the Agreement Name and Agreement Status stored on the Adobe Sign

To send out an agreement for signature, a Process Button should be created on the relevant Form Layouts for your chosen record type. Open the Form Layout that you would like to add the Process button

The plugin will automatically create the mandatory Custom Fields on Activities and on the Record Type selected during Installation (Order, Contract etc). These fields are as follows:   # Field Name Record Type Data Type Field

Once you have authorised Workbooks to use your Adobe Sign account on your behalf, you can now configure the settings needed to send a record for signature using the integration. Step 1: Select Document NOTE:

Once you have installed the Adobe Sign Plugin, a new option for Adobe Sign will be available within Start > Configuration > Other Integrations > Adobe Sign. After initial installation of the Plugin, close the Configuration

An overview of what Adobe Sign is and how this can be used within Workbooks.

An overview of how to use the Adobe Sign Integration, which makes the signing of documents faster and simpler.

You will need to install a plugin, which makes setting up the Adobe Sign Integration easier. This page walks you through how to do this.