Use digital waivers during event registration
WeGive’s DocuSign integration allows you to collect digital signatures for event waivers. When set up, participants will be prompted to complete and sign a waiver during the event registration process. Signed waivers are stored securely in your DocuSign account.
Getting Started
1. Set Up a DocuSign Account
If you don’t already have a DocuSign account, create one at https://www.docusign.com.
Make sure you are logged into the correct DocuSign account throughout the setup process.
Step-by-Step Setup Instructions
Step 1: Add DocuSign Integration in WeGive
- Log into the WeGive dashboard.
- Navigate to Data Integrations.
- Click New Integration > DocuSign Integration.
Important: If you are already logged into a different DocuSign account in your browser, log out first. Being logged into the wrong account may result in mismatched credentials during setup.
Step 2: Enter DocuSign Credentials
- In a new browser tab, log into DocuSign.
- Go to Admin > Apps & Keys.
- Copy the following values:
- User ID
- API Account ID
- User ID
- Paste both values into the WeGive DocuSign integration setup fields.
Step 3: Grant Permission
- After entering your credentials, click Grant Permission in WeGive.
- You will be redirected to a DocuSign authorization page.
- Click Allow Access to authorize WeGive to impersonate your account for embedded signing.
Once completed, you won’t be prompted again unless the connection is reset.
Step 4: Create a Waiver Template in DocuSign
To ensure the waiver works correctly during registration, the template must follow strict setup requirements:
- In DocuSign, create a new Template.
- Upload your waiver document (e.g., a DOCX file).
- Add a single recipient:
- Leave the Name and Email fields blank.
- Set Role to: WeGive Embedded Sign
- Set Recipient Action to: Needs to Sign
- Leave the Name and Email fields blank.
- Add a Signature Field to the document.
- This field is required. The waiver will not function without it.
- This field is required. The waiver will not function without it.
- You may include other fields (text, date, etc.), but the signature field is mandatory.
- Click Save and Close (do not click “Use”).
Once saved, go to your templates list, open the template, and copy the Template ID.
Step 5: Attach Waiver to an Event in WeGive
- In WeGive, go to the Event Element you want to update.
- Click the Waiver tab.
- Toggle "Require Waiver" ON.
- Paste the copied DocuSign Template ID into the input field.
- Click Save.
Step 6: Test the Waiver Flow
- Go to the Registration URL for your event.
- Complete the registration form as a test user.
- You will be prompted to sign the waiver via DocuSign before completing registration.
- After signing, click Finish in the DocuSign window.
Once complete, the waiver will appear under Agreements > Sent in your DocuSign account.
Troubleshooting & Tips
Problem |
Solution |
Waiver doesn’t show during registration |
Confirm that the template includes a signature field, correct role (WeGive Embedded Sign), and recipient status (Needs to Sign) |
Grant Permission doesn't link correctly |
Ensure you're logged into the correct DocuSign account. If not, log out and log back in |
Signed waiver is not saving |
Check that you're using the correct Template ID, and that the template was saved properly |
Recipient fields are filled in |
Recipient name and email must be left blank in the template for embedded signing to work |