Use e-Sign with individual user accounts

Each licensed user can sign in to their own DocuSign account within Sage Construction Management. In this setup, the sender is the Sage Construction Management user who initiates the e‑Sign process.

1. Go to Settings > E-sign.

2. Make sure that No is selected for Do you wish to share one DocuSign account across all accounts?.

3. Select Add and validate new DocuSign account and log in to your DocuSign account.