Search TipsSign Pay Request Documents
Overview
The Document & Signatures tab is used to view documents and templates associated with the RFP.
Users have the option of clicking the [Download All Documents] button to download the documents to print, sign, and upload them to Pay Request, or they can click the [Continue to DocuSign] button to complete the signing process in DocuSign.
To learn more about using the Generate Documents, Download Templates, and Upload Documents panels on this tab, refer to Create Pay Request.
Mandatory User-Defined Documents
If any mandatory user-defined document types have been defined in the Pay Request Control screen for the selected subcontract, a message will appear to indicate that documents for those specific document types must be added. If no user-defined document types have been defined, then no message will be displayed.
Add the required user-defined document and select the document type from the Document Type drop-down menu. Once the mandatory document has been added, click the [Submit New RFP] button.
Once the mandatory document has been submitted, continue with the RFP submission process.
To learn more about using the Control screen to manage default document types for a project's subcontracts during RFP submission, refer to Pay Request Control.
Download All Documents
Clicking the [Download All Documents] button opens a pop-up window where users can select whether they would like to open the files in a browser or save them.
The screenshots above show an example of the Certificate of Payment.
Continue to DocuSign
If using DocuSign, clicking the [Continue to DocuSign] button will launch a pop-up window where the documents to be signed can be selected. When finished, click on [Continue to DocuSign] in the pop-up window.
DocuSign will open so documents and recipients can be added to the envelope.
When finished completing the required fields and applying the anchor tags, click [Send]. The document will be sent to the specified recipient to sign.
A message will be issued to indicate that the DocuSign envelope was sent successfully.
The recipient will receive an email with the document for review.
They will need to click [Continue] to review the document.
Finally, they will need to sign the document and click [Finish].
An email notification will be sent to confirm that the document has been signed.
The signed document, in this case the Certificate of Payment, will automatically be added as a new revision in Pay Request under the Document & Signatures tab.
The signed document will also be available in Imaging, and will become the top parent version, while the unsigned version will be located underneath closer to the bottom.
At this point, the RFP will be reviewed and submitted to continue along the Workflow process. Once the RFP is officially approved, it's status will change to "Approved" in Pay Request and a check will be issued to the subcontractor.