Invite Signatories

The party closing a submittal, typically the general contractor, can forward any closed submittals to the participant stakeholders for their digital signatures. This requires the Docusign integration enabled for your account.

• The project manager invites the signatories to sign the submittal document by specifying their names and email address.
• The invitees get notified of the signature request via email from DocuSign, containing a link to open the document.
• The signatories click the link to open the document in the DocuSign portal, review it and affix their signature, following instructions in the Docusign screens.
• Each invitee returns the signed document to Linarc.
• Linarc tracks the signature from each party.
• The requestor is notified once all parties have signed the document.
• The signed document can be downloaded from the 'Closed' screen of the submittal interface.

To add signatories and invite them

• Navigate to the 'Submittals' > 'Boards' screen
• Open the submittal in 'Closed' status to add signatories
• Click the 'Signatures' tab
  
• Click 'Add Recipients'

If this is the first time you are adding a signatory to any of the RFI, Change Order, or Submittal, you will be prompted to sign in to your DocuSign account from the Linarc Console.

• Sign in to your account using your DocuSign login credentials and follow the instructions on the screen.
• Once you sign in, you will be taken back to the Signature screen of the submittal to add the signatories.

If you have already logged in, the screen allows you to add invitees. 

• Add the full name and the email address of the first signatory
• Click 'Add Row' and repeat the process to add more recipients

• Click 'Invite' once you are done

A confirmation appears to take you to the DocuSign site.

• Click 'Continue'

The table shows the status of signatures from the individual invitees. Once all signatories affix their signatures, you will get a notification.