Signing the Change Order – Product Guide

Once a Change Request is approved, the next step in the process is to generate the Change Order and obtain the necessary signatures. Here’s a guide on how to sign the Change Order using our product:

1. Approval and Change Order Generation:

• After the Change Request is approved, our product automatically generates a Change Order document.
• The Change Order contains all the approved changes and serves as a formal record of the agreed modifications.

2. Email Notification:

• An email notification is sent to both the creator of the Change Request and the assigned approver.
• The email contains a link to access and sign the Change Order document.
• The email is initially sent to the contractor responsible for completing the signing process.

3. Contractor Signatures:

• The contractor, upon receiving the email, opens the Change Order document by clicking on the provided link.
• They carefully review the Change Order, ensuring that all the approved changes are accurately reflected.
• The contractor signs the Change Order electronically by following the instructions provided within the document.
• This confirms their acceptance and agreement with the approved modifications.

4. Approver Signatures:

• Once the contractor has completed their signature, the email notification is automatically forwarded to the assigned approver.
• The approver receives the email with a link to access the Change Order document for their review and signature.
• The approver verifies the accuracy of the approved changes and signs the Change Order using the electronic signature functionality.
• Their signature signifies their acknowledgement and acceptance of the modifications as approved.

5. Completion and Recordkeeping:

• Once both the contractor and the approver have signed the Change Order, the signing process is complete.
• The signed Change Order document is stored securely within our product for future reference and recordkeeping purposes.
• It serves as a binding agreement, confirming the approved changes and ensuring all relevant parties are aware of and committed to the modifications.

By streamlining the signing process with electronic signatures, our product simplifies the execution of Change Orders, reducing administrative burdens and ensuring a smooth workflow for implementing approved changes. The automated email notifications and secure storage of signed documents enhance efficiency, transparency, and accountability throughout the change management process.

Let me know if you’d like to combine this with previous guides into a single document!