Navigate to the Integrations tab, where you will be able to see all of the ERPs that we currently integrate with. Once here, select DocuSign and click the connect button. After you sign in with your DocuSign account you will be ready to send documents for signature.
Automate conditional and unconditional lien waiver workflows. Set conditions for your lien waiver templates to be sent for signature. Use the change status filter to set if a bill is added to a pay application or when it gets paid. Then sit back and watch executed lien waivers flow in.
Any contract or change order document added into inBuild can be sent, reviewed, and signed. The contracts and construction documents can be executed right from the app. This enables anyone to access and manage contracts from any location—including the job site.
DocuSign allows parties to sign contracts and other documents electronically rather than signing them with pen and paper. This eliminates the need for parties signing a contract to be physically present at the same location. The technology also provides important security protocols not available when simply drawing on a digital document.
To integrate with DocuSign, each user must authenticate their account through the DocuSign OAuth 2.0 login flow. Thanks to this setup, inBuild does not need to store or transmit user account names or passwords but instead relies on granted application credentials. These credentials are used as part of an authorization step in which the user chooses to allow (or deny) our application access to their DocuSign data. Access granted to our application may be revoked at any point by the end user. The result is a more secure connection for DocuSign users and peace of mind that your data is safe.
Consider requesting a live demo with one of our team members to see if inBuild is the accounts payable solution you have been looking for. We can decide on the right integrations for you and have you set up in no time.