Maestro workflows allow you to connect data collected via Web Forms and route it to the appropriate fields of a PDF document for signature.  This first section will walk you through Creating a new workflow

  1.  Open Maestro Workflows under the Agreements section, and select Create Workflow. 
  2.  Add a Workflow Start, select "From a Link" and hit Apply.
  3. Add a step, choose "Collect Data with Web Forms" then Configure
    1. Under Choose Form, select the new web form you just created or the webform you want to be linked with.
    2. Next >> Select a Participant >> Add Participants >> Add another Participant >> Enter Owner, then Save
    3. Choose Owner on the drop-down list, then Apply
  4. Add a new step, choose Get Signatures then Configure
    1. Choose the correct Webform Template ( Can be found in 2 Templates for Web Forms folder in DocuSign) 
    2. Always allow participants to go directly to signing.
    3. Enter the ff for the recipients:
      1. The First Signer will always be the Owner
        Please note that the actual field names that you're pulling from for #2 and #3 below may vary depending on the form that you're pulling from. Below is an example of referencing the MPA Web Forms for "Name" and "Email"
        1. Assign a Participant: Owner
        2. Name: Your Full Name
        3. Email: Your Email
      2. Next you will see the various assigned roles.  
        1. The Roles will vary depending on the webform and PDF template being applied.  
        2. Be very careful to make sure if a particular Role has a specific recipient hard-coded in the PDF, it matches exactly in the Maestro Workflow.
        3. Here are some common examples, and typical Web Form field names that would be related:
          1. Sales Rep
            • Name: Who's Assisting You (Option Text)

            • Email: Please select their email (Option Text)

          2. Onboarding Agent (Enter Manually)
            Name: Name of the Onboarding Agent
            Email: Docusign Email Address of that particular Onboarding Agent

          3. MPA (Enter Manually)

          4. Billing (Enter Manually)
            • Name: Carlos Calingasan
            • Email: carlos@processwithturnkey.com
          5. Manager (Enter Manually)
      3. Click Apply
      4. On the Get Signatures box, click Edit
      5. Choose Map data fields and select Owner
        2. Select the Corresponding variable for every fields
          • Note: Make sure to select those with Option Text for optional Fields and User Value for those that includes numbers/values.
        3. Once done, hit Apply.
        4. Do the same changes to any other roles that are populating (e.g. on MPAs,  Sales Rep and Onboarding Agent)
      6.  Add a Step, Send an Email, then hit Configure
        1. For Email 1: choose the field corresponding to the Owner's email (for MPA,s this would be Your Email) 
        2. For the Email's Subject, Headline and Body, consult with your manager. 
        3. Click Apply.
      7. Once done, make sure to Save Draft before selecting Review & Publish.



When a Web Form or PDF Template associated with a workflow is updated: Whenever there are changes being done to the Template and Webform, make sure to click on the Edit button on "Collect Data with Web Forms" , click Next then Apply. This will make sure that the changes will be applied to the Workflow.