How do I know if my DocuSign account is synced with Procore?

Answer

To determine if your Procore user account is synced with DocuSign:

  1. Click your initials in the upper right-hand corner of the Procore web application's navigation bar.

  2. Choose My Profile Settings from the drop-down menu.
    This opens the My Profile Settings page.

  3. Click the Personal tab.

  4. Scroll to the bottom of the page. Then:

 Tip

If you see 'Synced' next to the Link DocuSign Account label on the Personal tab of the My Profile Settings page, your DocuSign account is synced with Procore.

link-docusign-account.png

See Also

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