Send a Document for E-Signature through DocuSign

1. Navigate to the record, (e.g. organization, request, etc.) and click the Documents tab.
2. Click the dropdown next to the document, and then click Send to DocuSign for E-Signature.
   
    
3. Complete the applicable fields, and then click Next.
   • Email Template - If available with your subscription, this dropdown appears.  Optionally select an email template to populate the fields. Available templates correspond with the document record type (e.g. request email templates are available when sending a request document). Email Templates contains details on configuring templates.
   • To - Search for and select one or more contacts or staff members as the main recipients of the E-Signature request. You can also type an email address and press Enter.
   • Signing Groups - If configured in DocuSign, select a signing group.
   • CC - Optionally search for and select one or more contacts or staff members as CC recipients of the E-Signature request. You can also type an email address and press Enter. These recipients are not asked to complete a signature.
   • Email Subject - Enter a subject for the email, or edit the templated subject.
   • Message To Recipients - Enter the message body of the email, or edit the templated message.
      
4. Drag and drop individuals to arrange the signing order. 
   • Individuals in E-Signature Step 1 are asked to sign first. Once they have all done so, the document is sent to the individuals in E-Signature Step 2.  
      
5. Enter the E-Signature Placement Text for each E-Signature step. 
   • Individuals in the step will be asked to sign where the placement text appears in the document. Defaults can be configured for placement text.
      
6. Click Send to send the document for signatures. Alternatively, to make further customizations and finish sending the document directly from DocuSign, click Send From DocuSign and refer to the next steps.
    
7. Enter YES and click Confirm.
    
8. In DocuSign, make any further customizations such as adding additional fields, and then click Send.
   • The document can be sent now or scheduled to send later.
      

Once the document is sent, a Sent to DocuSign icon appears next to it in GivingData. Click the icon for details and options.

 

• Click View E-Signature Activity to view details on the status and activity related to the requested e-signatures.

• Click Cancel E-Signature to cancel the e-signature request.

A setting is available for this integration that automatically uploads a PDF copy of the signed document to the record in GivingData. 

For example, if a document was sent from a request for a signature, once the signature is obtained, a copy of the signed document is automatically added to the request record. This allows more users to efficiently access the document directly within GivingData.

The signed document has the following properties: 

• Filename - The original document’s filename is used with “-Signed” added at the end.
• Document Title - The original document’s document title is used with “-Signed” added at the end.
  • This can be edited as needed.
• Type - The original document’s type is used.
  • This can be edited as needed.

• Date Created - The date and time that the final signature was added.
• Created By - The staff member who sent the original document for e-sign.