Configure DocuSign Default Signature Placement Text

Refer to the Docusign: Integration Checklist for initial setup instructions. 

If the DocuSign integration is configured in your GivingData site, you have the option to configure default signature placement text for each default e-signature step. This tells the system to add a signature box immediately after the placement text in the document being sent for signature.

Before making any configurations, the default signature placement text for each step is "Sign here." Even after configuring the default text as desired, you can still make changes for each step when sending a document for e-signature.

1. Click the gear icon in the navigation menu.
2. Click E-Signature.
   
    
3. Click the pencil icon for Default Signature Placement Text next to an e-signature step.
    
4. Enter the signature placement text, and then click Update.
    
5. Continue updating the default signature placement text as desired for the first three e-signature steps.
   • Default signature placement text can also be configured for all additional e-signature steps. Click the pencil icon next to Additional E-Signature Steps Default Signature Placement Text to do so.