Getting Started
First, you'll need to create an integration between Brushfire and DocuSign. If you haven't done that just yet, click here for detailed instructions. In addition, you'll need at least one template (a document requiring a signature) in your DocuSign account. Please make sure to complete these steps before continuing.
Adding Signature Fields to Your Events
Once your DocuSign account is connected to Brushfire, choose the event for which you'd like to accept signatures. You'll need to add a "signature" field to your event's registration form.
- Complete this step by clicking the appropriate event from your dashboard, choosing the edit (pencil) icon, and selecting Attendee Fields, Buyer Fields, or Group Fields from the dropdown list:
- On the next screen choose "Edit", followed by the "Add Field" button, and then "Signature" (from the dropdown list).
- Your signature field will be added to the bottom of the form. Scroll down until you locate it, click "More Options", then under "Select Template, choose the DocuSign template name that applies. If you require multiple forms to be filled out for a single event, you can repeat this step selecting a different template each time. (The names of these templates are pulled directly from your DocuSign account via your integration.)
PLEASE NOTE: Your templates have "role names" for each place someone needs to sign. These role names are exposed to Brushfire by DocuSign and that is how we connect the signatures. Once connected to Brushfire, please do not change the role names in your DocuSign template.
Once you've added the signature field(s) and saved them, your event is ready to accept signatures!
Collecting Signatures
For each signature template that is chosen, your attendees will be required to enter the signer's name and email during registration. After they check out, they will see a confirmation page alerting them that they still need to complete an electronic signature.
The email address entered for the recipient of the electronic signature will then receive an email like the one below, allowing them to click through to complete the document and sign.
Managing Signatures
As an event administrator, you will notice a new report on your event's manage page, entitled "Incomplete Signatures". This report will allow you to see who has or has not completed the required forms. If you have multiple signature fields, they will appear as separate reports.
You can easily communicate via email reminding attendees with incomplete signatures that they need to fill out and sign the appropriate forms by using the "Send Signature Emails" option on the manage page.
You and your attendees will have the ability to see the signature status inside the registration form and from there can update the email that the signature request is sent to as well as resend the email requesting the signature.
You will also have an actions menu where you can refresh the status of the document with the signature application, get the signing URL to send directly to the signer in your own email, or reset the signature field completely and abandon any partially completed documents in the signature platform so that you can start over.
If you have any questions about the steps above or would like more details on how to collect signatures for your event, please contact us.
We recently launched updates to our Signature Integrations. Please review the updates here.