Start the e-Sign process for linked files

Before you begin

• Enable and configure DocuSign integration.

Initiate e-Sign

1. Go to Projects and select the appropriate project in the Quick Select section.

2. Select one of the following options:

   1. Estimates

   2. Prime Contracts

   3. CPRs

   4. COs

   5. Prime Invoices

   6. POs

   7. Bills

   8. Subcontracts

   9. SCOs

   10. Sub Invoices

3. Select the appropriate record from the list.

4. Save the document to the Linked Files section as follows:
   1. Select Reports.
   2. Select the appropriate option in the dropdown.
   3. Select the Format, if applicable.
   4. Select the Template.
   5. Select Save PDF to Linked Files in the Export Option dropdown.
   6. Select Ok.
5. In the Linked Files section, select the three-dot menu () next to the file that you generated in the previous step and select E-Sign.
6. In the E-sign and Document Info section, select Initiate Esign.
7. Optionally, select Use DocuSign Template(s) and select the e-Sign template in the dropdown.

8. To define the order in which the users will sign the document, ensure that the Set Signing Order option is selected and select the order as follows:

   • To send the document to all recipients for signature at the same time, select Parallel.

     This sets the signing order for all recipients to 1.

   • To send the document to the recipients for signature in a specific order, select Sequential.

     This enables you to assign a signing order to each recipient. For example, 1, 2, 3, and so on. When using a signing order, you can route an envelope to the same recipient multiple times. For example, you might first send a purchase order to your manager for approval, then to the purchasing department for signature, and finally back to your manager for a copy.

9. For each signer, specify the following information:
   1. Select the company and contact.

      Sage Construction Management automatically populates the signers based on the document type. For example, for prime invoices, the prime contact, architect, and owner contact.

   2. Update the Name, if needed.
   3. Enter the Email address.
   4. Select the Recipient Type as follows:
      • If a recipient needs to sign the document, select Signer.

      • If a recipient does not need to sign but must have access to view, download, or print the agreement, select Carbon Copy. Carbon copy recipients cannot sign or take any other actions. Their activity is not tracked beyond recording their information in the envelope.

   5. If you want the recipient to verify their identity before accessing the document, select the Do you want to use additional authentication? option. In this case, recipients will need to provide extra information, such as entering a code sent through text message or phone call.

      This feature is typically available to Enterprise DocuSign customers and might not be enabled by default. Even for Enterprise accounts, additional authentication methods often incur a per-use fee. Contact your DocuSign account administrator for more information.
   6. To include additional signers, select Add Another Signer.
10. Select the Email Template, if needed.

11. Update the Email Subject, if needed.

12. Review the Email Message and select Send Document. To send it later, select Save as Draft.

Next step:

• Use the following color indicators to track the status of the e-signature process for the document:

  • Yellow: The document signing process is in progress.
  • Green: The document signing process is complete.
  • Red: An error has occurred in the signing process.
• Select the three-dot menu () next to the file and select E-Sign to do the following:

  • View the document's e-Sign status.

  • View the signers.

  • View or download the signed document or certificates upon completion from Docusign's server.