Docusign™ Integration for Files

Construction runs on documentation—contracts, proposals, change orders, and subcontractor agreements all need timely signatures to keep projects moving. When signatures are collected outside your project management software, files get scattered and approvals stall.

ConstructionOnline's integration with Docusign brings industry-leading eSignature tools directly into your Files & Photos workflow. You can send documents for signature, track their progress, and store completed, signed files alongside the rest of your project documentation—all within ConstructionOnline.

What the Docusign Integration Does

• Sends files from ConstructionOnline for eSignature through Docusign
• Tracks signature progress & history with the Docusign Envelope Activity Timeline
• Stores completed, signed documents within your project files
• Supports record compliance & faster approvals by keeping signatures connected to project documentation

Docusign Integration Availability

• Subscription Level: The Docusign eSignature Integration is available for ConstructionOnline accounts with active Team, Business, and Enterprise subscriptions.
• Docusign Account Required: A Docusign account is required to use the integration, and a free Docusign option is available. Functionality within ConstructionOnline depends on the features, limitations, and user permissions of your active Docusign plan.
• Browser Access: The Docusign eSignature Integration is currently available exclusively via browser access to ConstructionOnline.

How to Set Up and Use the Docusign Integration

Full setup and usage documentation lives in the Integrations library of the ConstructionOnline Knowledge Base:

• Integrate with Docusign: Connect your Docusign account to ConstructionOnline
• Send a File with Docusign: Send a document for eSignature from your project files
• Guide to the Docusign Envelope Activity Timeline: Track the status and history of a signature request
• Unlink a File from a Docusign Envelope in ConstructionOnline: Disconnect a file from its Docusign envelope

HAVE MORE QUESTIONS?

• For setup and configuration, start with Integrate with Docusign under Integrations.
• For help with your Docusign account, visit Docusign's Support Center.
• If you need additional assistance, chat with a ConstructionOnline Specialist by clicking the orange Chat icon in the bottom left corner, or visit the UDA Support Page.