---
title: Add S-Docs e-Signature to Workflows
description: Seamlessly incorporate S-Docs e-Signature requests into your HubSpot automated workflows. Learn how here. 
---

[S-Docs for HubSpot Knowledge Base ](https://www.sdocs.com/knowledge-base/sdocs-hubspot)

# [Add S-Docs e-Signature to Workflows](https://www.sdocs.com/knowledge-base/sdocs-hubspot/add-s-docs-e-signature-to-workflows)

 Written by [Admin](https://www.sdocs.com/knowledge-base/sdocs-hubspot/author/admin) | Nov 20, 2024 2:15:00 PM

 

Seamlessly incorporate S-Docs e-Signature requests into your HubSpot automated workflows. Learn how here. 

Use the arrow keys or click on the text bubbles to navigate through the demo above.

## 1. Click the **plus sign** to add an action to your workflow. 

 

## 2. Choose the S-Docs action.

In the left sidebar, scroll down to *Integrated Apps*. Then click on the S-Docs action — in this example, it says **test-sdocs-hubspot**.

## 3. Fill out your specifications in the left sidebar menu. 

- **Template to use for generation: **Select the template you want to add to your workflow from the dropdown menu. It should be set to “Published.” 
- **Email signing link to recipients?: **This will automatically be set to **Yes**. Select **No** if you want to generate the links but not email the recipients. This response returns the links that can be used in subsequent workflow steps.

- **Recipient information: **Fill out the information in the *Recipient**** ***fields for as many recipients as you have. The format should be as follows: [FirstName],[LastName],[Email]

 

## 4. Click **Save** at the top of the left sidebar menu.

After saving, you can enjoy the benefits of S-Docs for HubSpot in your automated workflows!

[View full post](https://www.sdocs.com/knowledge-base/sdocs-hubspot/add-s-docs-e-signature-to-workflows)

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