Signing Documents for Subcontractors

To sign a document on the Review tab of your Billing Workflow:

Navigate to your Billing Workflow for Subcontractors
- The action to Enter Billing Details for Period appears under Tasks. You can find it on the Tasks, Project Home, and the Period Home pages.
  Notes:
  - The Enter Billing Details task remains available until the progress claim is signed.
  - The name of this link changes depending on your workflow step. For example, you may see Record Sub-Tiers if you already entered progress or retention billing amounts.
- If you are accessing your Billing Workflow as a part of the signing process, you will see a Sign Claim link on the Tasks, Project Home, and Period Home pages.
From the Review tab, select the Sign Billing Documents button.
If your documents require optional fields, an Enter Optional Fields dialogue box displays. Optional fields may include item codes or statutory declaration exceptions.
1. (Optional) In the Enter Optional Fields dialogue box, complete the fields required for your documents.
2. Select the Save button.
All documents requiring a signature open up in a DocuSign portal. Instructions appear at the top of the page.
From the top of the DocuSign page, select the Continue button.
(Optional) Select Start to help guide you through the signing process. Each time you apply your signature, a blue tab helps direct you towards the next step.
Select the highlighted area in the document to apply your signature.
Continue through all of your documents, applying your signature to all highlighted fields.
After you apply your signature to all of the highlighted areas, select the Finish button at the top of the page.
- A success message displays, confirming you finished signing your documents.
- A green check mark displays along with a message with the date and time when you signed the billing documents displays on the Sign Billing Documents card.
- A Sign Statutory Declaration card appears on the Review tab.
From the Sign Statutory Declaration card, select the Sign Statutory Declaration button.
The statutory declaration document opens in a DocuSign portal.
Follow steps three through seven to sign the statutory declaration.
When you finish, a Next Steps dialogue box displays, confirming you finished signing your document and sent your payment application forward for approval. You can navigate to additional outstanding tasks from this dialogue box.

Next: Bypassing Electronic Witnessing When Signing a Document