Update custom detail report Microsoft Word templates with e-Sign bookmarks

Special bookmarks have been added to the estimate proposal, contract admin, and procurement detail report templates to accommodate for signature tags.

For example:

• Issued by contact:

  • IssuedByE_Signature
  • IssuedByE_SignatureDate
  • IssuedByE_Initial

• From contact:

  • FromE_Signature
  • FromE_SignatureDate
  • FromE_Initial

• To contact:

  • ToE_Signature
  • ToE_SignatureDate
  • ToE_Initial

Before you begin

• Download the DocuSign-specific Sage Construction Management default Microsoft Word templates (ZIP).

• Review the special e-Sign bookmarks that are available for the following templates:

  • Estimating
  • Contract Administration
  • Procurement

• Ensure that the Show bookmarks advanced option is selected in Microsoft Word.

Add e-Sign bookmarks to a custom detail report template

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

2. Go to Settings () > Templates & Reports > Detail Report Templates.

3. Find the appropriate custom detail report template in the list and select Download.

4. Open the downloaded file in Microsoft word and replace the existing signature bookmarks with the appropriate e-Sign bookmarks.

5. Save the template in DOC or DOT format.

6. Go to Settings () > Templates & Reports > Detail Report Templates.

7. Select Upload.

8. Select the Feature and enter a Name.

9. Select Choose File and find the updated template file.

10. Select Upload.