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

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

2. Go to Settings > E-sign.

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

4. To enable individual DocuSign logins, select No next to the Do you wish to share one DocuSign account across all accounts? option; otherwise, select Yes, which is the default setting.

5. Select Save.

Step 2: Log in to your DocuSign account

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

   • If you selected to use individual DocuSign logins, select Add and validate new DocuSign account and sign in to the appropriate DocuSign account.

   • If you selected to use a shared DocuSign seat across all accounts, select Validate DocuSign account and sign in to your 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.