docusign
We recently started using the Docusign integration with GLM. We have merge templates that create our award documents and can now schedule our Docusigns to be sent on a select date/time. The process works great (almost) because the completed/fully executed documents are then automatically saved in GLM once the Docusign is returned. It removes several tedious steps in our process. There was, however, a problem with an otherwise GREAT system. If a change had to made to the documents at any point in the creation and scheduling, they can be deleted in GLM and it appears as though there is a clean slate to start over. This is not the case. Once documents are deleted, they remain in Docusign unless you go into the Docusign system independently and delete. We were not aware of this and actually were advised that if they are deleted in Foundant then they are permanently deleted from Docusign as well. We had some grantees that received numerous emails for the same grant award and even signed and returned the documents that we "deleted" due to errors. After lengthy conversations with Foundant and Docusign, it was determined that there is an additional API setting within Foundant that might eliminate this problem. Can this be considered or investigated?
Sabrina Wood
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