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HelpDrawerRealmRealm AccountingMinistryPlatformGivingTest Giving_VersionsPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsiteACST Content StandardsACST Policies & Guidelines
HelpDrawerRealmRealm AccountingMinistryPlatformGivingTest Giving_VersionsPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsiteACST Content StandardsACST Policies & Guidelines

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Getting Started

Digital Documents

You can create digital documents in Go Method, DocuSign, or SignNow.

Sample Workflow

  • In SignNow you can automate workflow processes using Role-Based Routing or Document Groups.

  • In DocuSign you can automate workflow processes by setting a signing order (e.g., Donor signs → Admin receives a copy) or using PowerForms for self-service.
    An example of a workflow for digital documents.

Sample Template

  • In SignNow

  • In DocuSign
    An example of a template for digital documents.
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Last updated: May 28, 2025