People, Organisations & Cases with DocuSign

The DocuSign integration can be used to generate documents for People, Organisations and Cases. This can be a great way to get confirmation from an internal member of staff or a client that they have understood a policy, or agree to a set of standard Terms & Conditions.

Before using the integration on these record types, it is important to understand a few key features for each document type as the relationship between these records and the recipient is different to a Transaction Document.

• People – The recipient must have an email address. The document cannot have a CC recipient, thus the document will only be sent to the person that a document is generated from
• Organisations – The Organisation requires a third party relationship to a Person called “Signer”. The Signer relationship type is automatically created by the Plugin when you configure a new document on this record type. The relationship between a given Person and Organisation should be created manually from the People tab of an Organisation, or you could create a Custom DLI field, enabling users to easily select the signer – you must ensure that the “Create Relationship” checkbox is selected and the Signer relationship is chosen when configuring the field. 
• Cases – Only the Primary Contact of a Case can receive a document for signature for this record type.

We have created step-by-step examples on using a DocuSign Template for People, Organisations and Cases, links to each can be found below:

• Creating a DocuSign Template for People
• Creating a DocuSign Template for Organisations
• Creating a DocuSign Template for Cases

Whilst Workbooks PDFs can be used for these record types, they will require a Custom PDF Template that includes DocuSign tags. Therefore, this work may need to be completed by an internal developer or one of our Professional Services Team. For more information in the setup and configuration of custom DocuSign PDFs please contact support@workbooks.com.