16 articles
Contracts and eSigning Help
Configure templates, prepare recipients, collect signatures, send reminders, and track execution.
Quick reference
4The 60-second eSigning model
Draft source contract → Configure PDF and recipients → Place fields → Confirm & Send → Approvals → First signer → Second signer → Fully Executed PDF
Read articleStatuses and recipient roles
The customer-facing contract flow commonly appears as:
Read articlePermissions, package, and availability
The source Commitment and Change Order tools require the Financial package. Preparing and administering eSigning uses financial write access. Executed source records can additionally require Edit after executed permission.
Read articleTroubleshooting contracts and eSigning
Step 1 requires:
Read articleSetup and preparation
5Understanding contract records and eSigning
Use eSigning when a Commitment or Change Order needs a clear PDF approval and signature process tied to its financial record.
Read articleConfiguring document-signing settings and templates
Before you prepare several contracts, review Organization Settings so the signing order, email wording, and reusable templates match your organization's process:
Read articlePreparing contract documents and recipients
Prepare the contract when the source Commitment or Change Order is ready to enter approval and signing. You will choose the exact PDF and recipients before placing fields in the next step.
Read articleUnderstanding approvers, signers, and copy recipients
Add an approver when your process requires an explicit decision before anyone signs. Use Copy Recipients for people who need the completed contract but do not need to approve or sign, and avoid assigning the same user to conflicting roles.
Read articlePlacing fields, previewing, and sending
Place fields carefully so each signer sees only the actions assigned to them. Previewing both signer views before you send helps catch missing fields, incorrect ownership, or placement problems.
Read articleApproval and execution
4Approving, signing, or rejecting a contract
Open your own signing request when it is your turn to act. Review the full document before you approve, reject, or complete your assigned fields.
Read articleTracking contract status and reminders
Open the source Commitment or Change Order and review Contract Status when you need to see who is responsible for the next action. It shows approvers, signers, copy recipients, and each person's progress, such as Pending, Viewed, Approved, Signed, or Rejected.
Read articleCompleting and retrieving the signed document
Once everyone has completed the required approvals and signatures, you can retrieve the final document from the source record:
Read articleCancelling eSigning and revising a contract
Cancel eSigning when the active request contains a document, recipient, or field that needs to be corrected. From Contract Status, select Actions → Cancel eSigning. Confirm Yes, Cancel.
Read articleConnected contract work
3Managing contract attachments and insurance requests
The Commitment's Contract Document is separate from the eSigning Contract Documents prepared in the three-step flow. Before sending, verify that you selected the intended file.
Read articleUsing contracts and eSigning on mobile
Recipients can open signing requests and complete assigned actions on mobile. Source records and status panels also use compact layouts.
Read articleWorking with financial contract records
Use Constructable Financials Help Articles for:
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