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About 24 results
  • What does it mean when my DocuSign account is 'synced' with my Procore account and how do I sync it?
    https://en-au.support.procore.com/faq/what-does-it-mean-when-my-docusign-account-is-synced-with-procore
    If your company has enabled the Procore + DocuSign integration on a project (see Enable the DocuSign Integration on a Project), your DocuSign account and your Procore account can be linked together to...If your company has enabled the Procore + DocuSign integration on a project (see Enable the DocuSign Integration on a Project), your DocuSign account and your Procore account can be linked together to synchronize data between DocuSign and Procore. After initially logging in to DocuSign from Procore, a 'synced' account also grants your account For details, see Link Your DocuSign Account to a Procore Project.
  • Complete a Head Contract Variation with DocuSign®
    https://en-au.support.procore.com/products/online/user-guide/project-level/prime-contracts/tutorials/complete-a-prime-contract-change-order-with-docusign
    To complete a head contract variation with DocuSign®.
  • Complete a Head Contract with DocuSign®
    https://en-au.support.procore.com/products/online/user-guide/project-level/prime-contracts/tutorials/complete-a-prime-contract-with-docusign
    To complete the electronic signature process for a head contract using the Procore + DocuSign® integration.
  • What do the different DocuSign® banners in Procore mean?
    https://en-au.support.procore.com/faq/what-do-the-different-docusign-banners-in-procore-mean
    A brief explanation of all the banners you might see in Procore when using the DocuSign© integration.
  • Complete a Potential Variation for a Head Contract with DocuSign®
    https://en-au.support.procore.com/products/online/user-guide/project-level/prime-contracts/tutorials/complete-a-potential-change-order-for-a-prime-contract-with-docusign
    How to create a Potential Variation (PV) with DocuSign®
  • How do I enable the DocuSign® Integration?
    https://en-au.support.procore.com/faq/how-do-i-enable-the-docusign-integration
    Your company's Procore Administrator completes these steps: Enable the DocuSign® Integration on Your Company's Procore Account. A user with 'Admin' level permissions must enable the DocuSign® integrat...Your company's Procore Administrator completes these steps: Enable the DocuSign® Integration on Your Company's Procore Account. A user with 'Admin' level permissions must enable the DocuSign® integration on each Procore project that team members will be using to request signatures. If you will be using the Procore + DocuSign® integration to request signatures, see Link Your DocuSign® Account to a Procore Project.
  • Sign a Document with DocuSign® in the Project Level Documents Tool
    https://en-au.support.procore.com/products/online/user-guide/project-level/documents/tutorials/sign-a-document-with-docusign-in-the-project-level-documents-tool
    How to have a document in your project's Documents tool signed with DocuSign®.
  • Enable or Disable the DocuSign® Integration on a Procore Project
    https://en-au.support.procore.com/products/online/user-guide/project-level/admin/tutorials/enable-or-disable-the-docusign-integration-on-a-procore-project
    How to enable or disable the Procore + DocuSign integration on a Procore project.
  • Bulk Send Subcontractor Progress Claims to DocuSign® from the Progress Billings Tool
    https://en-au.support.procore.com/products/online/user-guide/project-level/progress-billings/tutorials/bulk-send-subcontractor-invoices-to-docusign-from-the-progress-billings-tool
    How to send subcontractor progress claims out for signature with DocuSign® from the Progress Billings tool.
  • Complete a Commitment Variation with DocuSign®
    https://en-au.support.procore.com/products/online/user-guide/project-level/commitments/tutorials/complete-a-commitment-change-order-cco-with-docusign
    How to complete the electronic signature process for a commitment variation using the Procore + DocuSign® integration.
  • Complete Subcontractor Progress Claims with DocuSign®
    https://en-au.support.procore.com/products/online/user-guide/project-level/commitments/tutorials/complete-subcontractor-invoices-with-docusign
    How to prepare documents and send a subcontractor progress claim out for signature using the Procore + DocuSign® integration in the project's Commitments tool.