e-Builder Processes

Start a Process
On the My Home Page, go to the Quick Add menu located on the left side of the screen and select the process.  A new window will open, select the project. ...
Wed, Feb 1, 2023 at 3:05 PM
Navigate Within a Process
You can navigate within a process step to reveal information about the process itself: Show History.  You can see routing history and historical informati...
Thu, Nov 29, 2018 at 8:43 AM
Respond to a Process
You will receive an email notification from e-Builder if a workflow is in your court, the click here link will prompt you to log in with your Mason username...
Thu, Dec 6, 2018 at 3:23 PM
Check the Status of a Process
Click on the Projects tab and select the project you would like to view. In the left-hand navigation, click on Processes. In the Search In field, click A...
Thu, Jan 24, 2019 at 12:03 PM
Request Comment on a Process
You can request comments on a process within e-Builder, both from other e-Builder users and from people without e-Builder accounts.
Mon, Apr 24, 2023 at 12:49 PM
DocuSign in e-Builder
Select Sign or Attest from the drop-down menu Click the Take Action button. You will then need to Sign Document(s). Click the link: Click here to review ...
Wed, Oct 7, 2020 at 1:00 PM
List of All Processes
    Name Description *Project Creation For eB Admins to notify lead PM(s) of the creation of a project. Account Level Funding Used to add new funds ...
Fri, Apr 16, 2021 at 8:05 AM
DocuSign Prepare Document for Signature
https://help.e-builder.net/DocuSign/Content/processes_envelopes_in_docusign.htm Select the hyperlink to prepare the document for signature.  Open the ...
Fri, Oct 29, 2021 at 2:41 PM
How to View Open Invoices in e-Builder
Thu, Apr 27, 2023 at 10:28 AM