Using System Contacts for Contact Selection

Project Maintenance; standard Treeview path: CMiC Field > File Maintenance > Project Maintenance - Esign Maintenance tab

The 'Use System Contacts for Contract Selection' checkbox is used to specify whether system contacts are available during contact selection for different PM objects/projects. By default, this box is unchecked, indicating that only project contacts will be available. This option is located in the Advanced Options section of the Esign Maintenance tab of the Project Maintenance screen per object type, as well as on the pop-up screen launched from the [Defaults] button by PM object.

Selecting System Contacts from a PM Object to Send Document for Signing

If this option is checked, when the [ESign Documents] button is clicked on the Attachments tab of a defined object, the pop-up window launched will display a Company field and a Contact field so system contacts can be selected to send documents for signing. Otherwise, if the 'Use System Contacts for Contract Selection' checkbox is unchecked, only the Contact field will be displayed for project contacts to be selected.

NOTE: By default, project contacts are used (i.e. 'Use System Contacts for Contract Selection' box is unchecked), unless the document being sent is not associated with a project (e.g. Subcontractor Prequalification objects). In this case, the flag can only be set for system contacts in the database, not from any existing user interface.