How to Access Change Order Features Within The Document Manager?

Why does it matter?

This feature makes change orders documents more flexible to follow and sign. You can choose who signs each contract within the SubHub template, and non-HIC users get to choose whether change order details will be included in the change order contract. It was previously only available for HIC users. It's a simple update that gives everyone more control over how contracts get signed and sent.

What will you need?

Step 1: From the main menu, click “Document Manager” and select “SubHub Templates” from the dropdown.

Step 2: Click the “Add” button.

Step 3: Provide the required details including template name and module.

Step 4: Upload the required PDF file. Click the “Use Alternate Recipients for Change Orders” checkbox.

Step 6: Click “Change Order Recipient”. From the dropdown, select who will receive the change order emails.

Same as Original: Selecting this option will send the mail to the email addresses in the default list.

Initiating User: Selecting this option will send the mail to the person starting the e-sign process.

Custom Role: Selecting this option will let you choose any user of your preference for signing the template.

Step 7: Click “Save” to finish the process.

Step 1: Click “Document Manager” and select “Document Triggers” from the list.

Step 2: Click “Add”.

Step 3: Select a “Non-HIC” document type.

Step 4: Provide the required details including job types, finance types, and utilities. Under Packet Inclusion, there are two checkboxes: “Include in Original Contract” and “Include in Change Order”. You can select none, one or both the options.

Step 5: Click “Save” to finish the process.

Step 6: To change an existing document trigger, select the preferred document trigger from the list and click the “View Detail” button.

Step 7: Click “Edit”.

Step 8: Scroll down to the Packet Inclusion section. You can uncheck your preferred option.

Step 9: Scroll back up and click “Update” to finish the process.