Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
- Training
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- Introduction to Marketing
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- Force24
- 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
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- GatorPopup
- Opportunities
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- 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
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- ON24
- Microsoft Office
- Outreach
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- 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
Optional Custom Fields for Adobe Sign
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 Activities, onto the Main tab of the source record e.g. an Order or Contract record.
The following configuration should only be created after you have installed the Adobe Sign Plugin.
| # | Custom Field Data Type | Functionality | Help URL |
| 1 | Dynamic Linked Item |
If you are planning to enable the “Allow Re-Send of Signed Agreements?” setting when configuring a new Button Process, then you will need to configure this Custom Field manually on the selected source record type. The Adobe Sign integration checks the value of this field if it exists, and alongside the “Allow Re-Send of Signed Agreements” setting will stop the user from generating multiple documents. Also, once a document is sent, the Task icon on the field can be used to click through to the Agreement. When the agreement is signed, it is available as a PDF under the Files tab from this record. |
https://www.workbooks.com/node/1409 |
| 2 | Report Cell | Alongside the above field to show an Adobe Sign Task in a Dynamic Linked Item field, you can show the current status of the selected Task in a Report Cell. Statuses that are synced from the Adobe Sign integration are listed here. | https://www.workbooks.com/node/1410 |
| 3 | Report Grid | If you are allowing users to re-send documents as required using the “Allow Re-Send of Signed Agreements?”, or have multiple buttons configured from one source record then this type of field is particularly useful for seeing all Agreements that have been sent from the Main tab of the record. You can expose columns such as the Status, Document Name and Completed Date. Rows can be colour-coded to highlight documents of a given status to indicate an action that might be required when viewing the document | https://www.workbooks.com/node/2372 |