Preparing contract documents and recipients

Best for: Contract administrators · Requires: Financial write access.

1. Open the applicable Commitment or Change Order.
2. Start Prepare for eSigning.
3. In Configure Contract, review Upload Contract Documents and Recipients.
4. Optionally choose a template.
5. Under Contract Documents, upload a PDF or wait for Constructable to generate the initial contract PDF where offered.
6. Choose the required 1st signer and 2nd signer.
7. Add optional Approvers and Copy Recipients.
8. Configure an insurance request where the source record supports it.
9. Select Next.

The flow requires exactly the two signing positions shown by the organization signing order. The same person cannot fill both positions.

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