InEight Contract - Setting Up DocuSign

TRANSCRIPT

From InEight Contract, you can send contract and vendor change order documents for e-signatures via DocuSign. You can embed Common Signees into your project templates or add signees at any time. This video will show you how to add DocuSign to a project and prepare your contract document template. We're going to set up a DocuSign account in a project.

Select the add project account icon and a slide out panel opens. Select the project you want to tie to this account. Select click here to link your DocuSign account and then close. Once this is set up, you can move into contract and prepare your contract template.

From project settings, under contract, select the contract templates tab, then project level templates. Select the view available tags icon, and then select general tags. When the window opens, select DocuSign tags. There are 10 e-signature tags provided with a signature, initials, a name, title, and company.

These tags can be implemented into project templates. Just a note to remember, the tags need to be inserted in a white font so they don't display in the contract writer operation. They'll be read when sent to DocuSign. Now let's create a contract template using these DocuSign tags.

From the top right corner of the template tags list, select the export tags list icon. This will download the tags list you've selected to an Excel sheet. Now copy and paste the appropriate tags into your prepared contract document. Once completed, save the template and upload it to your projects contract Supporting documents tab to be ready to send to your recipients.

Default recipients can be added at the project level. They'll be available on every contract, but keep in mind, they can be updated in the individual contract if necessary. These recipients you set up are mapped to the corresponding tag in the template when you generate the document and send it for e-signature. You've now learned how to add DocuSign to a project and create a template with DocuSign tags.