Sending a Document for e-Signature through DocuSign

Learn how to use GivingData's DocuSign integration and how to add more customization to the e-signature process before sending a document for signature.

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.

Reach out to your GivingData contact to enable this setting.

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.
Type - The original document’s type is used.
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.