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DocuSign Integration for Change Requests and Certificates

Written by Andy Temple

Overview

DocuSign integration has been added to contract change requests and contract billing certificates, allowing seamless electronic signature workflows directly from Coins ERP+.

Configuration

Configure Your Document

  1. Go to Document Reporting > BI Document Designer.

  2. Open your change request or certificate print template.

  3. Add the Sign with DocuSign option.

Configure DocuSign Settings

  1. Email Subject: Enter subject line (can use tokens)

  2. Branding: Add company logo

  3. Edit Envelope: Option to edit before sending

Configure Recipients

Available Role Types

  • Job Manager: Automatically pulls from job file

  • Custom Roles: Use user-defined fields for other signers

Using Tokens for Dynamic Recipients

  1. Click Add Token.

  2. Navigate through the token list (about 6 pages).

  3. Find the User Configurable Fields section.

  4. Select the appropriate field for email address.

Example: Use a user-configurable field on the contract file to specify Divisional Manager email address for approval workflow.

Hard-Coding Recipients

If a document always goes to the same person (e.g., a controller):

  • Add a custom field with their email address.

  • This will be used for all documents of that type.

Using DocuSign

  1. Complete your variation or certificate.

  2. Select Print.

  3. Select your DocuSign-enabled template.

  4. Coins ERP+ automatically:

    • Generates the PDF

    • Sends to DocuSign

    • Routes according to your defined workflow

  5. Track signature status through DocuSign.

For additional DocuSign integration information, see DocuSign Integration.

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