Link your DocuSign® account to a Procore project

After the DocuSign® integration is enabled on a project, you can then link your DocuSign® account to that project. This gives you the ability to initiate the DocuSign® signature from supported Project Tools.

• Required User Permissions:

  • Your Procore user account must be granted the required user permissions on the Procore project tool that you want to request signatures with. See Which Procore tools support the DocuSign® integration?

• Additional Information:

  • 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?

  • You must be in a project to view the option to link your DocuSign® Account from Procore.

• Enable the Procore + DocuSign® Integration. See Enable the Docusign® Integration.

Choose from these options to link your DocuSign® account to a Procore project:

• Link Your DocuSign® Account from My Profile Settings
  OR

• Link Your DocuSign® Account from a Project Tool

Link Your DocuSign® Account from My Profile Settings

• Navigate to the Procore project that you want to link your DocuSign® account to.

• Click your avatar and choose My Profile Settings.
  

• Scroll to the bottom of the page.

• Next to the Link DocuSign® Account field, click the Login with DocuSign® button. If you do not see this button, complete the Prerequisites above.
  

• In the DocuSign® 'please log in to your account page:

  • Enter the Email Address for your DocuSign® account.

  • Click Continue.

  • Enter your DocuSign® account password in the Password box.

  • Click Log In.

     Note

    If you are logging into your DocuSign® account from a new device, DocuSign® will require you to enter a confirmation code. Follow the on-screen steps to complete the process.

After successfully logging into DocuSign®, your account is linked to Procore. The word 'Synced' appears and you will no longer need to enter your DocuSign® login credentials again when accessing your DocuSign® account from the Procore web application.

Link Your DocuSign® Account from a Project Tool

• Follow the appropriate steps to create one of the items that support DocuSign® signatures:

  • Bulk Send Subcontractor Invoices to DocuSign®

  • Complete Owner Invoices with DocuSign®

  • Complete Subcontractor Invoices with DocuSign®

  • Complete a Commitment Contract with DocuSign®

  • Complete a Commitment Change Order with DocuSign®

  • Complete a Prime Contract with DocuSign®

  • Complete a Potential Change Order for a Prime Contract with DocuSign®

  • Sign a Document with DocuSign®

• After performing the required data entry on the item, click the Complete with DocuSign® button.

• Log into your DocuSign® account.

   Notes

  • After logging into DocuSign® for the first time, the Procore + DocuSign® integration links your DocuSign® account to the Procore project and your accounts are considered to be 'Synced.'

  • When your accounts are 'Synced', you will NOT need to enter your DocuSign® login credentials again when accessing your DocuSign® account from the Procore web application.