Update Related Records

The DocuSign Integration can be configured to update additional records that are related to the source record via a Dynamic Linked Item Custom Field type. The integration can expose data that is stored in Workbooks to a recipient, either allowing them to only view, or alternatively update standard or custom Workbooks Fields enabling you to capture important data during the signing or payment workflow in DocuSign.

This is only possible through the Dynamic Linked Item Custom Field type. You cannot update records selected from a Dynamic Picklist.

A good example of where this might be useful is when a recipient is signing an Order. You could ask them to review the contact details that you have already on Workbooks and then give them the ability to update their email address or job title as part of signing.

This functionality can be used with either DocuSign Templates or custom Workbooks PDFs. We have created a worked example of how to configure a DocuSign Template to update a the Job Title of the Signer which can be found here. If you are already using Custom PDFs, you may require an update to achieve the same functionality depending on your business’ requirements.