Approve a Change Order from the ClientLink™ Portal

Electronically sign and approve a change order for your construction project using ConstructionOnline's ClientLink™ Portal for clients & owners

BACKGROUND

Engineered to streamline the communication between you and your builder, ConstructionOnline's ClientLink™ Portal provides you with up-to-date information on your project's progress from any time, at any place. Inside the ClientLink Portal, you can communicate directly with your builder, view the latest project photos & files, and instantly access important financial information, like change orders. With appropriate Change Order permissions, you can easily view & approve construction change orders for your construction project. 

PREREQUISITES

• To gain access to your Project in the ClientLink Portal, you must first accept the email initiation sent from your builder. 
  • Once your account has been activated, you can log in to the ClientLink Portal at any time to access your project information.

STEPS TO APPROVE A CHANGE ORDER FROM THE PORTAL

1. Within the desired Project, select the Financials tab and choose the Change Orders category. 
2. Scroll down to the Change Order Details pane and locate the specific Change Order you wish to approve. 
3. In the bottom right-hand corner of the Change Order card, click on the green thumbs up 👍 icon.
   
    
   1. This will open the Approve Change Order modal, where you can preview details and any attachments for the Change Order. 
   2. ❗ However, if the due date for the Change Order has passed, you will instead be prompted with the message "Change Order is Overdue". 
      1. You can contact your builder to adjust the due date by entering a message in the provided form and clicking the blue "Send Message" button.
      2. You will not be able to proceed with the following steps until the due date has been adjusted. 
4. Click the blue Approve button, which will open the Enter Signature window.
5. Enter your signature by either:
   1. Drawing your signature using your cursor (or finger if using a touch screen device) within the provided space OR
   2. Clicking the "Import" button to automatically add an existing signature already saved to your account.
      
      
6. Click the blue Submit button to confirm your approval of the Change Order. 

ADDITIONAL INFORMATION

• Access to specific project features may vary based on individual builders' permission settings. If you aren't able to access the Change Orders feature or locate a specific Change Order, contact your builder directly. 
• Mobile App: ClientLink Users can also approve Change Orders from the CO™ Mobile App. 

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) by ClientLink Users can be found in the article FAQ: ClientLink. 
• If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for more options.