Integrate the SignNow App

You can integrate SignNow with Cost Management to allow automatic electronic signatures on your documents. The signature templates can be used for all of your projects. You may want to have different templates when signing an order is important for a specific document. For example, if the order documents are to be signed differs from an SCO and OCO, you need two templates.

In this article:

• Set Up SignNow for Cost Management
  • Prepare Document Templates for the SignNow Workflow
  • Prepare SignNow Templates
    • Create Roles to Map to Cost Management Variables
  • Select a Signature Template for a Document Template
• Send Documents for Signing
• Sign Documents with the SignNow App

Set Up SignNow for Cost Management

An account administrator must first activate the SignNow Application:

1. Click Module Selector .
2. Select Account Admin.
3. Switch to the APPS tab.
4. Select the SignNow App.
5. Click Open.
6. Allow the permissions to the application.

Prepare Document Templates for the SignNow Workflow

Now, you can add variables to your document templates. The format for the SignNow variables is {t:s;r:y;o:“xxxx”;w:100;h:15;}, where "xxxx" is a call tag of your choosing such as "sup" for a supplier or "GC" for a general contractor. The "w" and "h" parameters are the size of your signatures.

The outcome of our example will look like this in a document template:

Then:

1. Go to the Custom Attributes section in Services, in the related tab to your document template. For example, if you create a signature workflow for a contract document, go to the Cost tab and scroll down to Custom Attributes there.

   

2. Click Edit next to the custom attribute.

3. Add two Text custom attributes, aligned to those added in the document template. Refer to the Custom Attributes article for more help in creating custom attributes.

   

   Note: In custom attributes, you should have only one closing bracket }, while in the document templates, you should have two of them }}.

4. Click Finish.

Once added, you can prepare SignNow templates to be assigned to document templates.

Prepare SignNow Templates

Once you have activated SignNow in Apps, you need to prepare the SignNow templates. The template allows the roles to match your variables in document templates, which will be shown later in the workflow.

To set up a SignNow template:

1. Click Project Admin.

2. Select the Services tab.

3. Click Cost Management from the menu on the left.

4. Select the Budget, Cost, or Change Order tab.

5. Expand the Document Template section.

6. Click Edit on the desired document template.

7. Select Manage from the signature template drop-down list.

   

Once you have templates, you can select them from the drop-down list.

You should be directed to the SignNow page now and may be prompted to sign in, if you haven't already. If you have templates, they'll be shown in the list. You can edit or delete the existing templates. However, if you haven't created them yet:

1. Click Create New.

   .

2. Enter a name for the template.

3. Add roles in SignNow.

Create Roles to Map to Cost Management Variables

When the signature template is created, you can create roles in the SignNow, which allows you to automatically generate signatures in your documents templates. Each added role is a separate signing workflow.

To create a template setting:

1. Click Add Role in the SignNow Template Settings List.

2. Enter the order in which people would sign a document.

   Note: You can have everyone sign at the same time by using 1 for all roles. The value must be 1 or greater - the default gray "1" does not count.

3. In the Name field, enter the value that was placed in your variable tags. In our example, "sup" is for a supplier, "gc" for a general contractor:

   

4. In the Email field, enter one of the following variables:

   • {emails.generalcontractor} - Refers to the main contractor contact, which can be set up in Services.

     

   • {emails.supplier} - Refers to the supplier contact for a contract, SCO, or cost payment application.

     

   • {emails.owner} - Refers to the owner contact.

     

   • {emails.architect} - Refers to the architect contact.

   • {emails.notary} - Refers to the notary contact.

   • {document.recipient} - Refers to the recipient of a generated document. For a contract, SCO, or cost payment application, it's identical as a supplier. For a main contract, OCO, or budget payment application, it derivers from the owner contact on the main contract instance.

In our example, the name is "sup" and the email is {emails.supplier}. By setting templates up generically the templates can be used for all of your projects. You may want to have different templates if signing order is different for a specific document. For example, if an SCO is supposed to be signed by the subcontractor then the owner it would require a template. If an OCO is to be signed by the owner then the subcontractor it would need another template.

Select a Signature Template for a Document Template

Once you have created signature templates, assign a signature template for a document template:

1. Click Services from Project Admin.

2. Select the Budget, Cost, or Change Order tab.

3. Expand the Document Templates section.

4. Click Edit on the desired document template.

5. Select a signature template for a document template.

   

6. Click Save.

Send Documents for Signing

Once the integration is completed and the SignNow templates and document templates are created, and you can send documents for signing. In our example, we want to send a contract to a supplier. To do so:

1. Go to the Contract subtab in the Cost tab.

2. Scroll down to the Documents section.

3. Add a document or use the document already added. The Prepare Document Packages in Cost Management article may be helpful here.

4. Click the More menu next to a document.

5. Select Send for Signature.

   

You'll receive a confirmation email to sign a document when your signature is necessary for the document. If the document needs to be signed by other parties, they'll also receive the email.

Sign Documents with the SignNow App

You'll receive an email to sign a document when your signature is necessary. After you open the email from the SignNow app:

1. Click Go to Documents at the end of the email to be redirected to the SignNow app.

   

2. You'll see a document on the list in the SignNow app. Click Fill Out and Sign.

   

3. Click Signature Field to add your signature. Refer to How do I sign a document? article in the SignNow app's help documentation for more information.

   

4. Click Finish.

When every party signs the document, it'll receive the status Signed. The completed document will automatically upload into Cost Management as an attachment in the Documents section for, in our example, the contract.