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December 14, 2021

Here’s how you can help your small groups (1-50; 2-50 in Idaho) understand how to make corrections on eGMA-generated forms prior to electronically signing via DocuSign.

When a new-group or renewal eGMA is completed, documents requiring signature are emailed to the group. After reviewing these documents, groups can make changes—to benefits, probationary periods, hours worked, and more—prior to signing. When changes are needed, the group can simply select Other Actions in the DocuSign upper-right navigation bar and select Decline to Sign.

After declining to sign, the group will be prompted to indicate their reason in the text box provided. The eGMA tool will open automatically, allowing the group or producer to make needed changes or corrections, then follow the usual steps to send the updated documents to the group for signature via DocuSign.

Each time new updated documents are generated, all older versions are automatically voided, making the current version the document of record. Be sure to instruct your group to sign the current forms in DocuSign (these are included in the most recent email sent from DocuSign).

eGMA DocuSign also includes a feature that sends reminder emails to groups when they have pending documents to sign. Using the Decline to Sign function ensures that groups don’t receive email reminders about signing documents that are no longer valid.

Questions? Please contact your account representative.