Update the Docusign Template after the contract is approved

If a Docusign was sent with the wrong template, you can now swap templates after the Docusign is voided. Learn more about this feature by FOLLOWING THIS LINK HERE.

How It Works

You no longer need to delete the Change Order or cancel and resubmit the Contract in order to make Docusign template changes.

Cancel the Docusign and the template option will be open for selection.

You can then scroll down to 'Regenerate Docusign" to create a new Docusign packet with updated template.

Add an Approver to Unplanned Project Requests

Learn how to add an extra approver to an in-flight Unplanned Project approval request — who can do it, where the approver is inserted, and what happens next. Learn more about this feature by FOLLOWING THIS LINK HERE.

How It Works

When an Unplanned Project is already in the approval process, there are times when a specific person needs to be looped in who wasn't part of the original flow. With the Add Approver feature, admins and existing participants in the approval flow can insert one additional approver directly into an active request — without starting over.

The new approver is inserted immediately after the current approver in the sequence. This only affects the approval flow for that specific request, and it can only be done once per approval request.