Track and manage your Docusign Envelope Activity in ConstructionOnline™
BACKGROUND
ConstructionOnline's Docusign integration offers powerful tools for sending, tracking, and managing signature requests directly from construction files. Within each document's Docusign tab, the Envelope Activity Timeline provides a complete history of envelope-related actions—keeping your team informed every step of the way.
This guide will show you how to:
- Access the Envelope Activity Timeline
- Read real-time status updates
- Use available Envelope Actions to manage completed or in-progress documents
THINGS TO CONSIDER
- Your ConstructionOnline account must be integrated with an active Docusign account.
- The Envelope Activity Timeline will only appear for documents with envelopes generated and sent to Docusign from ConstructionOnline.
- Envelopes generated through ConstructionOnline count toward your Docusign envelope limit—even if the envelope isn't ultimately sent.
- Each Docusign envelope can be linked to only one ConstructionOnline document. You cannot attach multiple files to a single envelope or reuse the same document across different envelopes.
- Envelope actions and updates reflect the most current activity available from your connected Docusign account.
HOW TO ACCESS THE ENVELOPE ACTIVITY TIMELINE
- Navigate to the desired file within your ConstructionOnline account.
- Right-click on the document and select "View Details" from the dropdown menu.
- In the extension blade that opens on the right side of your screen to display the File Details, click the "Docusign" tab to view the Envelope Activity Timeline.
UNDERSTANDING THE ENVELOPE ACTIVITY TIMELINE
The Envelope Activity Timeline displays a chronological record of all major envelope events, including:
- Envelope Created: When the envelope is initially generated in ConstructionOnline.
- Document Added: When the selected file is added to the envelope.
- Envelope Sent: Confirms when the envelope is sent and lists the included recipients.
- Envelope Corrected/Resent: Tracks corrections and/or resends of the envelope while in progress.
- Document(s) Viewed: Logs when a recipient opens the document.
- Actions Completed: Shows when a recipient finishes all assigned actions (e.g., signing or approving).
- Envelope Completed: Marks the final status when all recipients have completed their assigned actions.
Each activity entry on the Envelope Activity Timeline includes timestamps and recipient details to maintain transparency and accountability.
USING ENVELOPE ACTIONS
The purple "Envelope Actions..." button, found in the bottom left of the Docusign tab, provides tools to manage Docusign envelopes in ConstructionOnline. Available options vary depending on the current status of the envelope:
A. Before the Envelope Is Sent:
- Send Envelope: Finalize and send the prepared envelope to recipients for signing.
- Unlink this file from the Docusign Envelope: Remove the file's association with the envelope.
⚠️ Important: Once unlinked, the envelope will remain in your Docusign account, but it will no longer be linked or tracked in ConstructionOnline.
B. After Envelope Is Sent, but Not Yet Completed:
- Correct Envelope: Update document and/or recipient details in Docusign before all recipients complete their assigned actions.
- Resend Envelope: Re-send the current envelope to the original recipients.
- Unlink this file from the Docusign Envelope: Still available, with the same behavior as above.
C. After the Envelope Is Completed:
- Download Documents: Download the signed document(s) directly to your device as a PDF, using the original document name.
- Save Documents to ConstructionOnline: Save the completed document(s) to your ConstructionOnline files.
- This will open the "Save Document to ConstructionOnline" window, where you can choose where to store the file (i.e. Project Files, Company Files, etc).
- Unlink this file from the Docusign Envelope: Still available, but typically not recommended once signing is complete.
⚠️ Important: Once unlinked, the envelope will remain in your Docusign account, but any records of envelope activity and/or recorded signature(s) will no longer be available in ConstructionOnline.
ADDITIONAL INFORMATION
- Subscription Level: The Docusign eSignature Integration is available for ConstructionOnline accounts with active Team, Business, and Enterprise subscriptions.
- CO™ Mobile App: Docusign eSignature Integration is currently available exclusively via browser access to ConstructionOnline.
HAVE MORE QUESTIONS?
- For help with Docusign envelopes, signing workflows, or account troubleshooting, visit the Docusign Support Center for resources and guidance.
- 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 for more options.