How to Assign Fillable Fields from Workflows

Documents & Contracts templates make it straightforward to manage agreements with customers and get them down in writing. They also give your team members space to fill in their own details as needed. If you want to make this process a bit smoother, workflows are the way to go. Here's how to use them to fill Dynamic Sender fields.

Creating Your Template

Navigate to the Documents & Contracts Templates tab inside the Payments section, 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.

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 if 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 finish the setup. This is particularly handy for sales teams, onboarding workflows, and businesses with multiple users, where ownership changes but the document stays the same.