Personalize Documents with Variables
Admins can customize documents such as consent forms for events in Go Method. Go Method integrates with DocuSign and SignNow, so all signatures are fully digital and secure.
Go Method provides four variables you can insert into documents.
- Participant Name
- Event Name
- Event Dates
- Signature and Dates
When you use these variables, they are personalized according to the participant you send them to. For example, the "participant name" variable displays the recipient's name.
Add Variables and Preview Documents
To do this, you'll
Log into Go Method.
Go to the Admin menu and select Components.
- In Documents, select the name of the document you want to view.
- In the Pre-Filled Values section, select variables for the document. Note: There are three types of variables you can add to documents: Event dates, event name, and participant name. You can also select a pre-filled value to remove a variable, if necessary.
- In the Documents Preview section check that the imported document is correct.
- Click Save.