SubHub Sign is an e-sign integration which allows organizations to easily create custom document templates, send out contracts online and sign them digitally. While other e-sign integrations require dedicated time and resources, we have ensured that organizations can create, share and sign documents from one place.

To get started with SubHub Sign, currently in beta, request a SubHub Sign token from your account manager. Follow the steps below to integrate and set up SubHub Sign.

Step 1: Locate "Manage Integrations" and click the “Integrations” tab from the main menu.

Step 2: Click the “E-sign” tab.

Step 3: Locate the SubHub Sign integration card and click “Connect”.

Step 4: Input your organization’s token and click “Verify and connect”.

Note: To integrate SubHub Sign with your organization, you must first obtain a SubHub Sign token. This token is unique to your account and can only be provided by your account manager. If you are unable to locate your token or haven't received one yet, contact your account manager or SubcontractorHub support to request access.

Step 5: After successfully integrating SubHub Sign, the integration card will look like this. The integration can be disconnected and reconnected from here with the corresponding buttons.

Step 6: From the main menu, click the Document Manager drop-down menu and select “SubHub Templates".

Step 7: To add a new template, click “+ Add”.

Step 8: To set up your e-signature template, fill up the following fields:

Click “+ Save” after completing these fields.

Step 9: Click the icon on the far right to map your document’s fields.

Step 10: Click and drag fields to add them. Fields include name, email, initial, signature, date signed and text, number, checkbox and attachment fields. To switch between recipients, click the drop-down menu on the left-hand side.

Note: To copy and paste fields, right click the field and select “Copy”, then right click in the area where you want to paste the field and click “Paste”.

Step 11: To format text fields, select your text field, e.g. “Name”, and click “Formatting”.

Step 12: Font style, size and color can be adjusted using the corresponding dropdowns. To change the text colour, click the font color button.

Step 13: Select the colour from the color picker. You will see the text field change to the selected colour, as shown in the example below.

Step 14: To change the font style of the text field, open the “Font Style” dropdown and select your preferred font type, for example, Proxima Nova.

Step 15: The text field will change to your selected font style as shown in the example below. Your text field format will reflect within the document when signing with SubHub Sign as well as the downloadable PDF after completion.

Step 16: To add an associated field to an text field, place the text field upon the document and then open the “Associated Fields” dropdown.

Step 17: Select an associated field from the list provided. Each associated field is labelled and described briefly. Whichever value you select will autofill during the document signing process.

Note: For any associated fields that automatically calculate a date after the current date of the contract signing, such as “3 Days After Contract Start Date”, the date is calculated omitting holidays and weekends. For example, if the current date is Friday the 9th, 3 days after the contract start date will fall on Wednesday the 14th, excluding Saturday and Sunday. All holidays will also be excluded when calculating dates.

Step 18: To preview the template’s mapping, click “Preview”.

Step 19: Preview the mapped fields. You can click “View Logs” in the top right to check for any issues with the signing process.

Step 20: When all the fields are mapped, click "Save" or "Save And Close" to continue.

Step 21: To clone a template, click the copy icon on the far right-hand side.

Step 22: Click “Yes” to continue. The cloned version of the template will appear on the SubHub template list. Remember to map the template’s fields before continuing.

Step 23: To send a document directly from the templates tab instead of a proposal, click “Use Template To Send Envelope”.

Step 24: Select a template from the dropdown menu and click “Create”.

Step 25: Input the recipient details, and select the recipient’s role from the “Role” dropdown.

Step 26: Click “Send”. The document will be sent to the recipient’s email address.

Note: In the “SubHub Sign Envelopes” list, you can find three action buttons. Use these buttons to preview the contract, view the signed contract and download the completion certificate.

Once the preview opens, you’ll see tags in different colors for each person involved in the PDF workflow. For example, the Sales Representative and Customer will each have their own tag. If more people are involved, each person will have a separate tag.

Pages that require input from a specific person will display their tag, while pages that require input from multiple people will display all the relevant tags.