Documents & Contracts templates help you easily manage agreements with customers and put them in writing. Inside the system, they also provide space for your team members to fill out their information as needed. If you’re looking for a way to make this process smoother, workflows might be your best ally. Here’s how to use them to fill Dynamic Sender fields.
Creating Your Template #
- Navigate to the Documents & Contracts Templates tab inside Payments, and click New to open the template editor.
- Add a Signature or any other fillable field.
- Set the “To be signed by” as “Sender.”
- Save the template to continue with the process.
Setting Your Workflow #
- Create or edit a workflow inside the Automations section.
- Once inside the workflow builder, add the action “Send Documents & Contracts.”
- Select the “From User” (this controls email sending credentials).
- Choose the template you created with Sender fields in it.
Note: The system identifies whether the template has those fields.
Under Assign Sender Fields To, select either “From User” if the signer should be the workflow sender, or “Template Owner” if the signer should be the user who last updated the template.
Save your action, then save and publish the workflow to complete the configuration. This is especially useful for sales teams, onboarding workflows, and multi-user businesses where ownership changes but the document remains unchanged.
Frequently Asked Questions #
What is the purpose of Dynamic Sender fields? #
They let workflows automatically fill the sender’s information on a document or contract template, removing manual entry.
How do I set up a template for this? #
In the Documents & Contracts Templates tab under Payments, create a new template, add a fillable field such as Signature, set “To be signed by” to “Sender,” and save.
Which workflow action sends the document? #
Add the “Send Documents & Contracts” action inside the workflow builder, then select the From User and the template containing Sender fields.
What does the From User setting control? #
The From User controls the email sending credentials used when the document is sent.
What is the difference between From User and Template Owner for Sender fields? #
Choose From User if the signer should be the workflow sender, or Template Owner if the signer should be the user who last updated the template.
Who benefits most from assigning fillable fields via workflows? #
Sales teams, onboarding workflows, and multi-user businesses where ownership changes but the document stays the same.
