Welcome to our guide on utilizing the eSignature feature within Sage Construction Management. This tool is essential for streamlining the process of signing subcontracts and other documents in your construction projects. In this article, we'll walk you through the process of sending a subcontract for eSignature, ensuring that you can efficiently manage your project documentation.
Introduction to eSignature in Sage Construction Management
The eSignature functionality in Sage Construction Management allows you to send any document for electronic signing, which can significantly expedite the approval process. This feature is particularly useful for project managers and subcontractors who need to sign documents quickly and securely.
Steps to Send a Subcontract for eSignature
-
Open the project you are working on within Sage Construction Management.
-
Navigate to the list of subcontracts to select the specific subcontract you wish to send for eSignature.
-
Go to the 'Reports' section, choose 'Subcontract Details', and select 'Save PDF to Linked Files' to create a PDF version of the subcontract.
-
Once the PDF is created, it will appear as a linked document within the project interface. Click on 'Initiate' to begin the eSignature process.
-
Choose the 'Sequential' option for the signing order, ensuring that the subcontractor signs first, followed by the project manager's countersignature.
-
Adjust the email addresses as necessary for the demonstration, and remove any unnecessary signers from the process.
-
Click 'Send' to route the document through the DocuSign engine for signing.
-
As the subcontractor, check your email for the DocuSign notification, enter the provided security code, and review the subcontract.
-
Sign the subcontract electronically, add the date, and click 'Finish' to complete your part of the signing process.
-
As the project manager, once notified, review the subcontract to see the subcontractor's signature, add your own signature and date, and click 'Finish'.
-
Return to Sage Construction Management and refresh the page to view the status of the linked document. A green indicator signifies completion.
-
Access the secured signed document by clicking on the linked file to verify both parties' signatures.
-
Utilize the contract review screen in Sage Construction Management to monitor the status of contracts, whether they are pending, completed, or voided.
Troubleshooting Common Issues
If you encounter any issues during the eSignature process, such as a pending signature or a technical problem, here are some steps you can take:
- Ensure that all parties have received the email notification from DocuSign and that they have access to the security code.
- Check for any errors in the email addresses provided for the signing process.
- Contact any signers who have not completed their part of the process to remind them to sign the document.
Conclusion
By following these steps, you can efficiently use the eSignature functionality within Sage Construction Management to send and sign documents. This tool simplifies the process of managing subcontracts and ensures that all necessary parties can provide their signatures promptly and securely. For more information on customizing your documents and templates, check out our other instructional videos on Sage Construction Management.