E-Sign overview
Important Things To Know
- Ensure at least one DocuSign account is set up before using the E-Sign feature.
- E-Sign is applicable to Estimate Proposals and any linked file referenced in Contract Admin and Procurement features.
- The special E-Sign bookmarks must use white as the font color so the actual text populated in the document is hidden which will then be used by DocuSign to indicate where the yellow tags should appear.
- Recipient Type and Options on Initiate E Sign Form:
- Signer: An individual who needs to sign the document
- Carbon Copy: This recipient type can view, download, and print the agreement documents, but cannot sign or take any other actions. There is no delivery tracking or other auditing beyond recording the recipient information in the envelope.
- Sequential Order Number:
- If Parallel is used the Signing Order on all recipients is set to 1.
- If Sequential is used the Signing Order is determined by the sequential number you assign (ex. 1,2,3...).
- When you use a signing order, you can route an envelope to the same person multiple times. For example, you want to send a purchase order to your manager to approve, then send it on to purchasing to sign, and finally send a copy to your manager again.
- 'Do you want to use additional authentication?': Authentication methods can be used for Enterprise DocuSign customers if they require signers be authenticated using a phone number to receive a code or a phone call, etc. This feature is not turned on by DocuSign for most accounts, even Enterprise customers need to pay additional fees for this service.
- e-Sign Progress Color Codes:
- Yellow: Document signing process is in progress.
- Green: Document signing process is complete.
- Red: An error has occurred in the signing process.
- A completed and signed document will reside on DocuSign's servers. However, a link to this file is accessible from the Linked File Details form. See PDF below for more details.
Note: The subscription type for the eSignature Standard Edition is recommended. You only need one seat of DocuSign, and it can be used for multiple users in Sage Construction Management. Also, Sage Construction Management only allows for one seat of DocuSign.
Integration Overview
Signature Tags
Special bookmarks have been added to Estimate Proposal, Contract Admin, and Procurement Detail Report Templates to accommodate for signature tags.
The special E-Sign bookmarks must use white as the font color so the actual text in the document is hidden. This will be used by DocuSign to indicate where the yellow tags should appear.
Example 1 - Issued By Contact:
- IssuedByE_Signature
- IssuedByE_SignatureDate
- IssuedByE_Initial
Example 2 - From Contact:
- FromE_Signature
- FromE_SignatureDate
- FromE_Initial
Example 3 - To Contact:
- ToE_Signature
- ToE_SignatureDate
- ToE_Initial