Enable or Disable the DocuSign® Integration on a Procore Project

Before you can enable the Procore + DocuSign® integration on a Procore project, your company's Procore Administrator must enable it in your company's Procore account. See Enable the DocuSign® Integration on Your Company's Procore Account. Once enabled, the DocuSign® integration is enabled by default on all new Procore projects.

Once DocuSign® is enabled on a project, Procore users who want to request signatures with DocuSign® must follow the steps in Link Your DocuSign® Account to a Procore Project. If you only plan to sign documents with DocuSign®, you do not need an account. See Do I need a DocuSign© account?

• Required User Permissions:

  • 'Admin' level permissions on the project's Admin tool.

• Additional Information:

  • To learn which Procore tools interact with the DocuSign® integration, see Which Procore project tools support the DocuSign® integration?

  • To request signatures using the Procore + DocuSign® integration, you must have an active DocuSign® account. For details, see:

    • Do I need a DocuSign© account?

    • How do I get a DocuSign® account?

• Enable the DocuSign® Integration on your Company's Procore Account

1. Navigate to the project's Admin tool.

2. Under Project Settings, click the General link.

3. Scroll to the Advanced section of the page.

4. Choose from these options:

   • To enable the DocuSign® integration on the project, place a mark in the Enable DocuSign® checkbox. This is Procore's default setting, unless your project was created with a project template where the settings was disabled.

   • To disable DocuSign® on the project, remove the mark from the Enable DocuSign® checkbox.

   • If you do NOT see an Enable DocuSign® check box, the Procore + DocuSign® integration your company's Procore Administrator needs to Enable the DocuSign® Integration on Your Company's Procore Account.
     
     
     

5. Click Update.
   The 'Project Successfully Updated' banner appears to confirm the change.

• Link Your DocuSign® Account to a Procore Project