eSign setup

The eSign setup tab (Project settings > Change > Configurations > eSign Setup) lets you add the names of up to 10 recipients, along with their companies, titles, and email addresses, that can be used with every contract in the project.

Each eSign recipient field in this list has a corresponding template tag. You can add the tag to templates to require the signee's signature. The tags are read when sending the document for signature. You can also add recipients to a document when you send the document for eSignature. See "Change writer" for information about sending documents for signature. See "Organization settings" for information about using tags in templates.

If you edit the eSign setup, the recipients are available for new change documents only. You can override the eSign recipients in the eSign section of the PCO or CCO details.