Connect and Use Docusign for Electronic Signatures 

• Connect Your Docusign Account
• Send a Merged Document for Signature
• Track Signature Status

 Connect Your Docusignign Account

1. Click your name in the upper right corner of the screen and choose My Page.
2. On your "My Page", select Edit Profile.
3. In the Edit Profile window, click the Connect Docusign button at the bottom left-hand side.
4. You'll need your own Docusign account already; ProjectTeam.com does not provide one. Click Yes on the connection request to authorize the link between Docusign and ProjectTeam.com.
5. Once authorized, your Docusign account is linked to your ProjectTeam.com profile. This can take a few seconds to finish connecting.

 Send a Merged Document for Signature

1. From any form, such as an RFI, select a record and click Print, then Merge to Template and choose the merge template you want to use, the same way you would for a standard merge. See Create a Merge Document for more on the merge process.
2. On the merge output window, click the arrow next to Save & Download, then click Save & Send for Signature. 
3. The document is sent to Docusign as a draft envelope, and a confirmation message appears in ProjectTeam.com noting who it was sent to.
4. Click the confirmation message to open Docusign in a new tab. You'll already be logged in through your connected account.
5. In Docusign, add your recipients and place signature, initial, date, or other fields on the document as needed, then send it.

 Track Signature Status

1. Back in ProjectTeam.com, a banner appears on the original record noting the document was routed to Docusign, along with the date. A signed copy will be added to the record's attachments once every party has signed.
2. Click Refresh to check for updates. Once all parties have signed, the banner turns green and shows the completion date.
3. The signed document is automatically attached to the record. There may be a short delay between Docusign completion and the signed copy appearing in the attachment panel.