home

Go Method

RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

What would you like to know more about?

Show Contents

thumbnailGo Method

Digital Documents

Create Digital Documents

Admins can create or add documents in Go Method for participants to sign or complete.

  • You must be a Go Method admin to do this.
  • You must have enabled an integration with DocuSign or SignNow.
You can create documents, such as consent forms, to share with participants.
  1. Click Admin > Components.
  2. In the left menu, click Documents.
  3. To the right, click Create New Document.
  4. Enter the document's name.
  5. To the right, select the appropriate variables as you write your document.
  6. Select Preview.
    This downloads a copy of the document for you to review.
  7. Once the document is complete, click Save Document.
To edit existing digital documents, select the document you want to edit and apply any changes.
Go Method

Last updated: November 1, 2024