1.1. SignNow and E-Signature Setup

Connecting SignNow and ManagedMissions

 

Before starting to use the E-Signature feature from ManagedMissions it is required to set up a SignNow account. Login to app.managedmissions.com and follow the next steps:

 

Step 1. Click Account Admin from left menu (fig.1):

 

 

 

 

 

Step 2. Select “E-Signature” option under Account Settings (fig.2):

Figure 2: Account Admin Option

 

 

 

Step 3. Click the button “Connect with SignNow” to continue the authorization process (fig.3)

Figure 3 Connect with SignNow

 

Step 4. Fill out the form adding the SignNow administrator email address and password (fig.4):

Figure 4: SignNow login page

 

Step 5. Click the button “Grant access to SignNow” to continue (fig.5):

Figure 5: Grant access

 

Step 6. The “Default Template Folder” displays the template and the shared folders configured in your SignNow account (fig.6). 

To know more about how to configure this option in SignNow please visit the section below on Templates. 

Figure 6: SignNow account successfully connected

 

 

E-Signature Integration - Templates

 

Once you connect SignNow with ManagedMissions the system displays a view where you can do some actions over the templates such as: upload, delete, download and a link to edit the template in the SignNow editor.

Figure 7: Edit templates

Upload a Template

The system provides the ability to upload templates files to SignNow through ManagedMissions:

Step 1. Select and save the “Default Template Folder”

Before uploading a template to SignNow, choose the “Default Template Folder” and click on “Save” button (fig.8):

Figure 8: Default template folder

 

Step 2. Upload a New Document for E-Signature

Once you have selected the template folder, you are now ready to upload a new template document by clicking the “Upload a New Document for E-Signature (fig.9). 

Figure 9: Upload a new document for E-Signature

Choose the document to upload and click the “Add” button (fig.10) to start the uploading process. 

Figure 10: Upload a new document for E-Signature

Please be aware that the allowed extensions are: .docx, .doc, .pdf, .png, .jpg or .jpeg. The system displays an error message if you try to upload a document with a different extension (fig.11)

 

Figure 11: Error message, invalid document format

Step 3. Edit in SignNow (optional)

After the uploading process completes a dialog box is displayed with a preview of the document (fig.12). 

Figure 12: Document preview

 

To add fields to the document you can click the button “Edit in SignNow”, this open in a new tab the uploaded template in the SignNow editor (fig.13):

 

Figure 13: SignNow fields editor

 

Delete a Template

The SignNow templates can be deleted using ManagedMissions. Please follow next steps to delete a template document:

Step 1. Expand the menu

Select the menu on the right side of the chosen template to delete (the 3 dots “…”). Click to expand the options (fig.14):

Figure 14: Menu expanded

Step 2. Delete

The system will pop up a confirm dialog (fig.15) or the system could let you know if the selected template is associated with a task (fig.16):

 

Figure 15: Confirm delete dialog

Figure 16: Confirm delete template dialog sample with a task associated

 

 

SignNow’s shared Templates

The shared templates from SignNow easily distribute documents to members. If you want to know more about how setup this feature into your SignNow account please visit this link: https://www.signnow.com/features/manage-shared-templates

All the shared templates in SignNow (fig. 17) are listed in ManagedMissions (fig.18):

 

Figure 17: SignNow Shared Templates folder

 

 

 

Figure 18:  The SignNow shared folders are displayed in the “Default Template Folder”

 

Create E-Signature Task

Once your SignNow is connected to ManagedMissions they system will be configured to create “E-Signature” tasks.

Follow the next steps to create an E-Signature task:

Step 1. Select “Tasks & Goals”

Choose the mission trip to create a new task and select “Tasks & Goals” option from the left menu (fig.19):

Figure 19: Task and goals

Step 2. Choose E-Signature Task

Choose “E-Signature” from Task Type and select the template from the “List of Templates” list box. Click the “Save” button to continue (fig.20):

Figure 20: E-Signature task

Step 3. Team Member Document: Pending Status

The system redirects to a new page with the information related to the E-Signature task created. Initially, the statuses of all documents for each team member are “Pending” statuses (fig.21).

 

Figure 21: Pending status

Step 4. Team Member Document: Sent Status

When the system completes the email sending process for each team member the status changes from “Pending” to “Sent”. Please be aware this process can take up to five minutes (fig. 22):

 

Figure 22: Sent status

Step 5. Menu Option

A menu option is displayed for each team member for document to be signed. This menu allows for the ability to cancel or resend the invite (fig.23).

Figure 23: Menu Option

 

Step 6. Team Member Invitation

Each team member receives and email with the information to open the SignNow invite (fig.24):

 

Figure 24: Email Sample

 

Step 6. Team Member Open Invite

The “Open Invite” shows up as copy of the template in the SignNow editor for signing (fig.25):

 

Figure 25: SignNow editor

 

Step 6. Team Member Document: Completed Status

When a document is signed the system will change the status of the document from “Sent” to “Completed” (fig.26):

 

Figure 26: Completed status

 

 

 

2.1. Using Markdown

Blockquotes:

Use > to quote:

>
# code block
print '3 backticks or'
print 'indent 4 spaces' =

 

Cheat sheet

 

Type	or	..to Get
*Italic*	_Italic_	Italic
**Bold**	__Bold__	Bold
# Heading 1	Heading 1 =========	Heading 1
## Heading 2	Heading 2 ---------	Heading 2
[Link](http://a.com)	[Link][1] ⋮ [1]: http://b.org	Link
	![Image][1] ⋮ [1]: http://url/b.jpg
> Blockquote
* List * List * List	- List - List - List	List List List
1. One 2. Two   3. Three	1) One 2) Two   3) Three	One                       Two Three
`Inline code` with backticks
``` # code block print '3 backticks or' print 'indent 4 spaces' ```	····# code block ····print '3 backticks or'  ····print 'indent 4 spaces'

 

3.1. Pushpay

Connecting Pushpay and ManagedMissions

 

1.   Login to ManagedMissions as the administrator

2.   Click Account Admin from left menu:

3.   Go to Account Settings > Online Donations:

4.   Check the checkbox “Enable Online Donations” and click the link “Set up Pushpay Connect”. The system will redirect to the Pushpay site to continue the authorization process.

5.   Enter your email and password:

6.   Click the “Authorize” button to continue process.

7.   The system will redirect back to ManagedMissions and you will need to select a Merchant and a Fund. Click the “Save” button at the bottom of the page to save all changes.

8.    After clicking “Save” this view will be displayed with the options of “Test Connection” or “Disconnect” from Pushpay.

 

 

9.    After successfully setting up Pushpay in Account Admin settings, you can change the “Fund” on a specific trip by going to the trip > Trip Details tab > Edit (Trip Information box). Go to the dropdown “Pushpay Fund”, choose the fund you would like to use for the trip and click “Save.”

 

If you have troubles during the setup process, please contact us at help@managedmissions.com.

4.1. ACH Donations

ACH for Stripe

• Account Admin > Account Settings > Online Donations > Enable ACH Donations 
  • When ACH Donations are enabled your donors have the option to choose to make a donation by Bank Account. This feature is only available if you are using Stripe as your payment processor. 

 

• • • During the donation process the donor will be prompted to enter in their Bank Account information when choosing to pay via ACH:

 

• • • After entering in their Bank Account information, they will receive a confirmation email with instructions on the next steps 
    • After receiving 2 micro deposits (usually in 2-3 days) in their bank account from Stripe they can use their confirmation email link to return to ManagedMissions, or login by going to app.managedmissions.com > My Donations > Bank Account. On this screen they will enter their Micro Deposits and verify their bank account, check the box to agree to allow ManagedMissions to use the Bank Account and click Save & Verify 

5.1. Planning Center Integration

Go to Account Admin > Integrations > Planning Center Online. Once there you will be prompted to upgrade your account to include this feature. The cost to upgrade to the Planning Center Online integration is an additional $10/month. 




Once you have upgraded your account you will then be able to connect your Planning Center Online account.



After clicking "Connect Planning Center Online" if you are already logged in to Planning Center Online will be automatically connected, or you will be prompted to login to Planning Center Online to connect your account. 

When your account is connected you will be able to export your contributions (all contributions, online contributions, or manual contributions) from ManagedMissions to Planning Center Online. This will create a new batch in Planning Center Online. 

5.2. 2.2 Church Community Builder Integration

Connecting Church Community Builder and ManagedMissions

 Go to Account Admin > Integrations > Church Community Builder. Once there you will be prompted to upgrade your account to include this feature. The cost to upgrade to the Church Community Builder integration is an additional $10/month. 

1.   Create a new API user in CCB

Click on the gear button in the top right corner of Church Community Builder when logged in and then go to the API button

 

 

2.    Click on the "Add new API user" button and fill out all the requested information. Save the information

 

3.   Edit the API user created and select “Services Tab”. Select the next services and click on Save button

4.   Copy the API URL from the summary screen of the API section in Church Community Builder Site

5.   In ManagedMissions fill in the API URL, API username and password and click on “Connect Church Community Builder”:

On success Connect you should be able to see this screen. If you have troubles during the setup process, please contact us.

5.3. Rock RMS Integration