F.8.8 Sent to Vendor DocuSign: Vendor Executes in DocuSign

Description

The Vendor will receive the Change Order via Email. The Vendor will then review the Change Order from the DocuSign site and sign the Change Order using DocuSign.  By clicking Finish, DocuSign will then Workflow the Change Order to WDI VP or Delegates for Signatures.

 

 

If Contract Vendor is in the Approved Countries for DocuSign, and the Contract type is either California or Florida DocuSign, will be part of the process.  

 

Outcomes

WDI VP (or delegates) will receive a copy of the signed Change Order in NexGEN. 

 

Detailed Steps

 

Step 1: Open Email from DocuSign

 

  1. Open Email from DocuSign.
  2. Click REVIEW DOCUMENT button.

 

Step 2: Review Change Order.

  1. Click Continue to open and review the Change Order.

  1. Review Change Order file.

  2. Sign using your stored DocuSign Signature on Authorized Signature line.

  3. Enter Full Name by clicking in red box and typing information.

  4. Enter Title by clicking in red box and typing information.

  5. Enter Date by clicking in red box and typing information.

  6. Enter Vendor Notes by clicking in red box and typing information

  7. Click Finish.

 

Step 3: Download or Print and Complete signing.

  1. The Change Order can be download or printed by clicking the icons.

  2. Click Continue to complete the DocuSign process.

 

  1. The Vendor will receive an email from DocuSign stating Your Document Has Been Completed.