FAQ: Docusign Integration
Frequently asked questions about the Docusign integration in ConstructionOnline™
Is a Docusign account required to use the integration?
Which ConstructionOnline subscription do I need to access the Docusign integration?
Does my Docusign plan affect what I can do in ConstructionOnline?
How do I set up the Docusign Integration in ConstructionOnline?
Where are signed documents stored?
How can I track the status of a signature request?
Can I disconnect a file from its Docusign Envelope?
Where can I get help with the Docusign Integration for ConstructionOnline?
Is a Docusign account required to use the integration?
Yes. An active Docusign account is required to enable Docusign capabilities within ConstructionOnline. You can get started with a free Docusign account, or learn more about Docusign's Plans & Pricing here.
Which ConstructionOnline subscription do I need to access the Docusign integration?
The Docusign eSignature Integration for ConstructionOnline is available for Company Accounts with active Team, Business, or Enterprise subscriptions.
Contact the ConstructionOnline Team if you have questions about your account or current subscription.
Does my Docusign plan affect what I can do in ConstructionOnline?
Yes. Your selected Docusign plan determines available functionality within ConstructionOnline. Available features, limitations, and user permissions are dependent upon the settings defined in your Docusign account.
How do I set up the Docusign Integration in ConstructionOnline?
You can enable the Docusign Integration in ConstructionOnline from the Integrations tab under Account Settings.
For a step-by-step guide to integration setup, see Integrate with Docusign in the ConstructionOnline Knowledge Base.
Where are signed documents stored?
Documents sent for signature through Docusign are tracked and stored within ConstructionOnline—ensuring all completed, signed files are directly accessible alongside the rest of your project documentation.
Signed documents can be accessed from the Docusign Envelope Activity Timeline and saved to any Project or Folder within ConstructionOnline.
How can I track the status of a signature request?
Use the Docusign Envelope Activity Timeline to follow the status and history of a signature request directly from within ConstructionOnline.
For additional details about tracking and viewing signature activity, see ConstructionOnline's Guide to the Docusign Envelope Activity Timeline.
Can I disconnect a file from its Docusign Envelope?
Yes. You can unlink a file from the associated Docusign envelope in ConstructionOnline. Keep in mind, unlinking a file from its Docusign Envelope does not delete the envelope in your Docusign account; it does, however, remove ConstructionOnline's ability to track or manage the file's envelope activity.
For additional details, see Unlink a File from a Docusign Envelope in the ConstructionOnline Knowledge Base.
Where can I get help with the Docusign Integration for ConstructionOnline?
If you have questions regarding integration setup or your ConstructionOnline account, contact the UDA Support Team.
For help with Docusign envelopes, signing workflows, or your Docusign account, visit the Docusign Support Center for resources and guidance.