Default Signers

Default signers and CCs are set up on two tabs of the Project Maintenance screen:

  • Esign Maintenance tab

  • Key Players tab

The system will retrieve default signers and CCs from the Esign Maintenance tab first, then from the Key Players tab. 

If there is no record defined for a specific PM object using the Esign Maintenance tab, any documents sent from that PM object will use the default set up on the Key Players tab (Esign Order Column).

The system also supports system-level default value settings for each PM object type. If in the specified project, there are no Default Message/Advance Options set up for a specific PM object type, the system will load the system-level default value settings and show them in the Project Maintenance screen for the project. The values can be changed to be specific for a project per PM object.

Subcontract Contact Default Functionality

A special contact default functionality exists for both subcontracts and subcontract change orders in which the system takes the Subcontract Contact and inserts them as a first signer in the Esign pop-up window, regardless of the defaults that are set up on the Esign Maintenance tab or the Key Players tab.  First signer is defined as the first available signer, meaning the Subcontract Contact will be inserted in the first available slot in the current signing order. For example, if the key player Esigners are listed as 1 and 3, the Subcontract Contact will be slotted in as number 2.

E-Sign Maintenance – Tab

Example of DocuSign Esign Maintenance tab on the Project Maintenance screen (standard Treeview path: CMiC Field > File Maintenance > Project Maintenance - Esign Maintenance tab)

The E-Sign Maintenance screen allows users to set default signers and CCs for DocuSign by project and PM object type, eliminating the need to select the same person(s) each time a specific document type is being sent out. This screen is available from the Esign Maintenance tab on the Project Maintenance screen.

Field security can be applied to the Esign Maintenance tab if necessary.  The options are “Unrestricted” or “Hidden”.

System-Level Defaults

When the user enters the Esign Maintenance tab for the first time, a pop-up window will appear asking the user if they would like to set up system-level defaults for the selected Object Type.

If the user clicks on [Cancel] in the pop-up window, the system-level defaults for Message and Advanced Options can be set up at a later time. In edit mode of the current project, project-level Esign settings can be made for each PM Object Type that is selected.

If the user clicks on [OK], the Default Esign Value for Object Type pop-up window will be launched. This pop-up window can also be launched using the [Default Value] button on the main console.

Example of pop-up window used to define system-level defaults for the PM Object Type selected

Complete the Default Message and Advanced Options in the pop-up window, as required, for the Object Type that is selected in the header.  When the user clicks on [Save] and [Close], the default values defined in the pop-up window will be displayed at the bottom of the screen, as shown in the screenshot below. 

NOTE: System-level defaults will default to each project, but can be overwritten by editing the project and changing the values. 

Project-Level Defaults

Click on the [Edit] button (available in View mode) to edit the screen at the project-level and use the add [+] button to add the Esign Rules for the Object Type. This is where default signers and CCs for DocuSign by project and PM Object Type are set.

Example of setting up Default Signers and CCs for DocuSign by Project and PM Object Type

The values defined on this screen will default to the Attachments tab of the PM object that has been set up for Esign.  Clicking on the [Esign Documents] button in the Attachments tab will launch the Esign pop-up window displaying the default values.  Any defaults displayed in the Esign pop-up window can be overwritten by the user, as required.

Example of ESign pop-up window displaying defaults set on the ESign Maintenance tab of the Project Maintenance screen

NOTE: The 'Use System Contacts for Contact Selection' option controls whether system contacts are available during contact selection for different PM objects/projects. If this option is enabled, the Company field will be displayed in the Esign pop-up window in the screenshot above. Refer to Using System Contacts for Contact Selection for more information.

Key Players – Tab

The system will retrieve default signers and CCs from the Esign Maintenance tab first, then from the Key Players tab. 

NOTE: If there is no record defined for a specific PM object using the Esign Maintenance tab, any documents sent from that PM object will use the default set up on the Key Players tab (Esign Order Column).

Default signers are set up in the ESign Order column of the Key Players tab in Project Maintenance.

Project Maintenance; standard Treeview path: CMiC Field > File Maintenance > Project Maintenance – Key Players tab