Docusign
Docusign for reviewed change documents
Prepare the job document and check its recorded status without confusing a draft with a signed decision.
Prepare the change text
Use your original scope, added work, price and schedule effect. Your business supplies the document and decides the terms. Start with Prepare the change text.
Keep the supporting photo record
Index labeled images beside the proposed version. An image supports location and observations, not a legal or technical conclusion. Start with Keep the supporting photo record.
Check the final document set
Keep the recorded signing status and exact version with the job handoff. Sent and completed are different statuses. Start with Check the final document set.
What you provide
Provide the business-approved document, recipient names and emails, signing order and current status screenshot or export. Sending through connected access would require the Docusign account owner to approve access privately; no signing or sending is assumed configured.
Limits to know
Docusign tracks envelopes and recipients. A prepared change draft is not a sent or signed envelope. CrewBuddy does not choose contract language, sign for anyone or decide legal sufficiency. Confirm the live status and which version each signature covers.
Sources: Docusign: managing envelopes
Setup in 3 steps
Prepare the job document and check its recorded status without confusing a draft with a signed decision.
- Choose the approved document and exact job version.
- Check recipients, signing order and allowed access.
- Review the document and later verify its actual recorded status.