Users may encounter issues with accessing or using the E-Signature integration within GivingData. The following article guides users on the appropriate use of the "Clear E-Signature Access Token" option and how to access it.
Overview
GivingData connects directly to your E-Signature service provider. So think of the "Clear E-Signature Access Token" option as a refresh button for your connection to (Adobe or DocuSign). It clears out any old data that might be causing issues just like a web browser cache, so you can start fresh. Similar to how restarting your computer can fix random issues, clearing your access token helps ensure your E-Signature integration is running smoothly. Don’t worry—this only affects your session and won’t disrupt anyone else’s work!
The Token Clearing method is the same for both (Adobe or Docusign)
When to Use
The "Clear E-Signature Access Token" should be used in the following situations:
- Authentication Failures - When a user cannot authenticate or access the E-Signature integration through GivingData.
- Unexpected Integration Behavior - When a user experiences inconsistent behavior with E-Signature features in GivingData and wants to refresh the session data.
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Troubleshooting Integration Errors - Users encounter errors when trying to send documents for signature or access E-Signature features, clearing the access token can reset the connection, potentially resolving integration-related issues that might be causing the errors.
How to Use the "Clear E-Signature Access Token" Option
In the following example, we’ll use the DocuSign E-Signature token clear method.
Navigate to your User Profile
While logged into GivingData, click the Username dropdown and select "My Profile"
Click “Docusign” from the left options pane and select the green button for "Clear DocuSign Access Token"
This will bring up a modal that confirms if you want to clear your DocuSign access token? Click ‘Clear’ to continue
This action will log you out of your current DocuSign session and you will be prompted to log in to DocuSign the next time you attempt to utilize the integration.
If the issue persists, please submit a GivingData Support Request.