home

Go Method

RealmMinistryPlatformPDSACSAccountingGivingConnectShepherdGrowth MethodGo MethodMissionInsiteGatherHeadMaster ChildcareTrust Center
RealmMinistryPlatformPDSACSAccountingGivingConnectShepherdGrowth MethodGo MethodMissionInsiteGatherHeadMaster ChildcareTrust Center

What would you like to know more about?

Show Contents

thumbnailGo Method

Digital Documents

Create Documents in DocuSign

Create digital documents in DocuSign and manage them in Go Method.

  • You must have a DocuSign account to do this.
DocuSign allows organizations to electronically manage agreements. DocuSign offers eSignature, a way to electronically sign documents on different devices. This can be helpful for organizations that want to allow their mission trip participants to electronically sign documents like waivers and consent forms through Go Method.
  1. Log in to your DocuSign account.
  2. Go to Templates.
  3. Click New Template.
  4. Upload your document (e.g., Donation Form).
  5. Add roles (e.g., donor, admin).
  6. Drag and drop fields for each role:
    1. Signature
    2. Name
    3. Date
    4. Donation amount
  7. Save the template for reuse.
Now you can import the template in Go Method.
Getting Started
Best Practice
Training

Last updated: September 18, 2025