The DocuSign integration is available as an add-on to all subscriptions. Contact your CSM to confirm details about which features are included or available to add on to your specific subscription.
Contact your CSM before beginning the phases outlined in this checklist. A one-time implementation fee is required.
In addition, this checklist assumes that a DocuSign production account with an API subscription has already been created. The DocuSign subscription level can be Business Pro or a Developer plan.
The DocuSign integration allows you to send a document in GivingData for e-signature through DocuSign. Once sent, the status of requested signatures can be viewed and managed directly in GivingData. A PDF copy of the signed document is automatically uploaded to the record in GivingData (this setting can be disabled if needed).
The checklist below serves as a high-level overview of the integration set-up phases. The phases labeled "Client Instructions" contain the items to ensure you have checked off before moving forward, as well as linked articles with detailed instructions and steps for the phase.
The phases labeled "GivingData Instructions" are provided for your context. The steps in those phases are completed by GivingData staff. Reach out to your GivingData contact if you have specific questions about any of those phases, as you will not have access to open the linked resources.
Phase 1: Client Instructions
In this phase, you will complete initial configuration in the DocuSign developer sandbox environment.
Complete the steps outlined in DocuSign Integration Setup: Phase 1. If available, these steps should be completed by a member of your IT team. Main steps for this phase include:
✅ Configure the Integration Key in the DocuSign Developer (Sandbox) environment.
- Provide the Integration Key to your GivingData contact.
🛑 Wait to move forward until instructed by your GivingData contact.
Phase 2a: Client Instructions
In this phase, you will pass DocuSign's Go-Live review. You can then promote the GivingData integration to the DocuSign Production environment and complete final configuration.
Complete the steps outlined in DocuSign Integration Setup: Phase 2. If available, these steps should be completed by a member of your IT team. Main steps for this phase include:
✅ Pass DocuSign's Go-Live review from the DocuSign Developer (Sandbox) environment.
✅ Promote (launch) the GivingData integration in the DocuSign Production environment.
✅ Configure API access in the DocuSign production environment.
- Provide the Client Secret to your GivingData contact.
✅ Configure the webhook in the DocuSign production environment.
- Provide the Connect Key to your GivingData contact.
🛑 Wait to move forward until instructed by your GivingData contact.
Phase 2b: GivingData Instructions
This phase is completed by your GivingData contact.
Complete the steps outlined in DocuSign Integration Setup: Internal Guide. Main steps for this phase include:
✅ Update the DocuSign fields in Client & Feature Configuration for the client's site.
- Select Yes for Upload Signed Document to GivingData.
✅ Clear cached DocuSign data for the client's site.
Phase 2c: Client Instructions
Clear your browser's cache in order to ensure that the next steps work properly.
🛑 Wait to move forward until instructed by your GivingData contact.
Phase 2d: GivingData Instructions
This phase is completed by your GivingData contact.
Complete the step outlined in DocuSign Setup: Internal Guide. This step includes:
✅ Reload Active Client in the client's site.
Phase 3: Client Instructions
In this phase, you will review resources for using the integration and adjust settings as desired.
✅ Review Send a Document for E-Signature through DocuSign to learn how to use the integration now that it is set up.
- If you prefer to not have signed documents automatically uploaded to the record in GivingData, ask your GivingData contact to disable this setting. The Automatically Upload the Signed Document section in the above article details this setting.
✅ Configure default e-signature placement text if desired.