Enable and configure DocuSign integration

Before you begin

• Ensure at least one DocuSign account is set up before using the e-Sign feature.

Step 1: Enable e-Sign

If e-Sign is already enabled, skip this step.

1. Log in to Sage Construction Management as an Administrator.

2. Go to Settings > E-sign.

3. Select Yes for Do you wish to use e-sign?

4. If you want the sender to be the Sage Construction Management user who initiates the e‑Sign process, select No for Do you wish to share one DocuSign account across all accounts?

   By default, this option is set to Yes and all Sage Construction Management users use a shared DocuSign account.

5. Select Save.

Step 2: Log in to the DocuSign account

1. Do one of the following in the E-sign Account(s) section:

   • If you selected No for Do you wish to share one DocuSign account across all accounts?, select Add and validate new DocuSign account, and then log in to your DocuSign account.

   • If you selected Yes for Do you wish to share one DocuSign account across all accounts?, select Validate DocuSign account, and then log in to the shared DocuSign account.

Step 3: Select the features for e-Sign

1. In the Select the Features for e-sign section, select one or more of the available options.

2. Select Save.