Uploaded August 2026 | Updated September 2026, 1 week ago

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In this video, you will learn how to configure the Create a Request step in Docusign Workflow Builder. This step allows you automatically generate an Agreement Desk request by pulling data and documents directly from earlier steps or from an API call.

Visit the Support page for more information on the Create a Request step:
support.docusign.com/s/document-item?language=en_US&bundleId=yff1696971835267&topicId=task-7234.html&_LANG=enus

View the full series: youtube.com/playlist?list=PLllMTiuDU7qYtqflA04B4zU5bDUeH0TG_

Visit Docusign University for more in-depth, complimentary training: dsucustomers.docusign.com

Visit the Docusign Knowledge Market for additional tools and best practices: dsucustomers.docusign.com/page/km-template-library

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