DocuSign for MakeWay Charitable Society Documents

DocuSign is an electronic signature service for documents/agreements that need to be signed by internal (MakeWay staff) and external parties (project directors, staff, vendors, funders, etc.).

MakeWay Charitable Society uses its own DocuSign account for all project-related signatures.

Sending a document for signature through DocuSign

  1. Login to MakeWay Charitable Society's DocuSign using the login information below:

URL: https://www.docusign.net/member/MemberLogin.aspx

Username: [email protected]

Password: tcitidescanada

2. From the DocuSign landing page, click New and then Send an Envelope.

Note: Templates can be used when you frequently send the same or similar documents (e.g., Consent to Act forms), or send documents to the same group of people.

To use a template, click on New and then Use a Template. Select the appropriate template from the list that appears and then click Add Selected.

3. Select Upload and browse to the document that needs signatures

4. Once the document is uploaded, select the recipients under the Add Recipients field and enter their names and email addresses.

Anybody (inside and outside the organization) can be a recipient. A DocuSign account is not required for the recipient to be able to sign.

5. Select an action for the recipient. In the case below the recipient should sign the document only.

6. Add messages for the recipients, if applicable.

If each recipient should receive a different message, check the box "Custom email and language for each recipient" and customize the Subject and Message fields.

For documents going to internal signing authorities, include the following information in the email message for the internal recipients:

  • Name of the Project
  • Name of the Project Specialist
  • Is there a deadline or time sensitivity?
  • What is the purpose of the document?
  • Is this contract/agreement/proposal/report significantly similar to something previously signed? If so, what?
  • What unusual terms or potential risks have been identified? 
  • Who reviewed the document from the Finance Department (if applicable)?
  • Who else reviewed the document (if applicable)?

7. Click on Advanced Options to access additional functionality options, e.g., automated reminders, allow recipients to change signing responsibility. Hit Save.

8. Click Next in the upper right-hand corner of the DocuSign window.

9. If there is more than one signatory, select the appropriate person from the recipient drop-down menu. Next, select the relevant icons from the Standard Fields menu on the left-hand side of the window. Drag and drop the relevant fields to the appropriate place in the document for each recipient.

10. Click Send to send the document to all Recipients

11. The recipient will receive a notice to sign the document.

Sending a document for DocuSign through Salesforce Box connector

You can also send a document for signature directly through the Box connector in Salesforce. The benefit of utilizing this integration is that  going through the Box account ties together completed documents and the Box account by automatically placing copies of completed documents in your Box account.

1. Navigate to the Box connector field on the Salesforce fund, account, or opportunity where the document is housed.

2. Locate the document. In this example, I've navigated to a project's fund card and then located a contract in the Contracts and Agreements folder.

3. Click on the three dots located beside the file name, then select Integrations > Send with DocuSign

4. A window will appear showing your selected document and the folder to which the signed copy will be saved. Confirm that the information is correct and then select Continue to DocuSign.

From here, follow steps 5 through 11.