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.
The signed document has the following properties:The signed document has the following properties:
Automatically Upload the Signed Document
A setting is available for this integration that automatically uploads a PDF copy of the signed document to the record in GivingData.
Reach out to your GivingData contact to enable this setting.
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.
Once a document is added to a record, it is also added to your site’s configured document storage option (e.g. OneDrive).
If you only want users with access to DocuSign to have access to signed documents, this setting should not be enabled.
- 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.