DocuSign Integration Guide

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

1. Log into the WeGive dashboard.
   
   
2. Navigate to Data Integrations.
   
   
3. 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

1. In a new browser tab, log into DocuSign.
   
   
2. Go to Admin > Apps & Keys.
   
   
3. Copy the following values:
   
   
   • User ID
     
     
   • API Account ID
     
     
4. Paste both values into the WeGive DocuSign integration setup fields.
   
   

Step 3: Grant Permission

1. After entering your credentials, click Grant Permission in WeGive.
   
   
2. You will be redirected to a DocuSign authorization page.
   
   
3. 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:

1. In DocuSign, create a new Template.
   
   
2. Upload your waiver document (e.g., a DOCX file).
   
   
3. Add a single recipient:
   
   
   • Leave the Name and Email fields blank.
     
     
   • Set Role to: WeGive Embedded Sign
     
     
   • Set Recipient Action to: Needs to Sign
     
     
4. Add a Signature Field to the document.
   
   
   • This field is required. The waiver will not function without it.
     
     
5. You may include other fields (text, date, etc.), but the signature field is mandatory.
   
   
6. 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

1. In WeGive, go to the Event Element you want to update.
   
   
2. Click the Waiver tab.
   
   
3. Toggle "Require Waiver" ON.
   
   
4. Paste the copied DocuSign Template ID into the input field.
   
   
5. Click Save.
   
   

Step 6: Test the Waiver Flow

1. Go to the Registration URL for your event.
   
   
2. Complete the registration form as a test user.
   
   
3. You will be prompted to sign the waiver via DocuSign before completing registration.
   
   
4. After signing, click Finish in the DocuSign window.
   
   

Once complete, the waiver will appear under Agreements > Sent in your DocuSign account.

Troubleshooting & Tips