What are the DocuSign® fields and can I customise them?

Answer

The Procore + DocuSign® integration is designed to work with specific Procore tools. It helps you collect signatures on specific Procore items by sending an electronic DocuSign® envelope to your recipients.

To learn about the fields that are available in a DocuSign® envelope, see:

DocuSign® Recipient & Signature Fields 

When using the Procore + DocuSign® integration to send Procore items to DocuSign®, some items will automatically include a name and email in DocuSign's recipient blocks in the 'Add Recipients to an Envelope' section. In addition, some items automatically will also place the required signature fields for those recipients into the PDF copy of the item being sent in the DocuSign® envelope. Other Procore items may require you to add the fields to the DocuSign® envelope on your own. 

 Note
Always ensure that the data exists in Procore before sending it to DocuSign®. If you leave a Procore field blank, the corresponding data field in DocuSign®  is also blank. 

The table below details the recipient and signature information in DocuSign® and its corresponding source for the data in Procore.

Procore Tool Name  Procore items that can be sent to DocuSign® to collect signatures DocuSign® Recipient Block DocuSign® Signature Field Automatically Added to PDF?  Procore Field/Data Source

Client Contracts1, Funding 2 and Head Contracts

Client Contract1, Funding 2 or Head Contract

Potential Variations

Variation Requests

Variations

Architect

Yes

The Name and Email fields in the recipient block are populated with the first name, last name and email address in Procore's Project Directory (only if added) for the person named in the 'Architect/Engineer' field on the item. 

Head Contractor

Yes

The Name and Email fields in the recipient block are populated with the first name, last name and email address in Procore's Project Directory (only if added) for the person named as the 'Primary Contact' for the company specified in the 'Contractor' field on the item. 

Owner-developer

Yes

The Name and Email fields in the recipient block are populated with the first name, last name and email address in Procore's Project Directory (only if added) for the person named in the 'HC/Client'1 or 'Owner/Client' field on the item. 

Commitments

 

Commitment Contracts

  • Subcontracts
  • Purchase Orders 

 

 

Head Contractor

Yes

The Name and Email fields in the recipient block are populated with the first name, last name and email address in Procore's Project Directory (only if added) for the user who sends the commitment to DocuSign® for signature. 

Contractor

Yes

The Name and Email fields in the recipient block are populated with the first name, last name, and email address in Procore's Project Directory (only if added) for the person named as the 'Contract Signer' for the company specified in the 'Contract Company' field on the commitment. 

Correspondence

Correspondence Item

N/A

No

In the Recipient block, you must manually enter the Name and Email address of your recipient(s) in DocuSign® .

Documents

Documents

You can only send Portable Document Format (PDF) files to DocuSign®.  

N/A

No

In the Recipient block, you must manually enter the Name and Email address of your recipient(s) in DocuSign® .

Invoicing & Progress Billings 1

HC/Client Progress Claims1, Funding Progress Claims2 or Head Contract Progress Claim

 

Contractor

Yes

The Name and Email fields in the recipient block are populated with the first name, last name and email address in Procore's Project Directory (only if added) for the person named as the 'Primary Contact' for the company specified in the 'Contractor' field on the contract. 

 

Architect

Yes

The Name and Email fields in the recipient block are populated with the first name, last name and email address in Procore's Project Directory (only if added) for the person named as the 'Primary Contact' for the company specified in the 'Architect'/Engineer' field on the contract. 

Subcontractor Progress Claims or Contractor Progress Claims2

Contractor

Yes

The Name and Email fields in the recipient block are populated with the first name, last name and email address in Procore's Project Directory (only if added) for the person named as the 'Primary Contact' for the company specified in the 'Contract Company' field on the commitment contract. 

 

Subcontractor

Yes

The Name and Email fields in the recipient block are populated with the first name, last name and email address in Procore's Project Directory (only if added) for the person named as the 'Primary Contact' for the company specified in the 'Contract Company' field on the commitment contract. 

1 The Client Contracts and Progress Billings tools are available to Procore customers in the United States who have implemented the Procore for Speciality Contractors point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for head contractors, owners and speciality contractors?

2 The Funding tool is available to Procore customers in the United States who have implemented the Procore for Owners point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for head contractors, owners and speciality contractors?

Creating Custom DocuSign® Fields

When sending an item (contract, variation, etc.) from Procore to DocuSign®, a DocuSign® field must be placed in the location where the signature, initial, etc. is shown on the PDF. This DocuSign® field directs the signer where to sign, initial, etc. on the PDF.

It is recommended that you create a DocuSign® template for each item (contract, variation, etc.) to place these fields. Each time a new item is sent from Procore to DocuSign®, the DocuSign® template can be applied to the DocuSign® envelope so these fields do not need to be manually placed for each envelope.

Due to the varying lengths of items, field locations on the PDF may vary from contract to contract or from variation to variation. DocuSign® has an AutoPlace feature that utilises a user-defined text string to place the fields in the appropriate location on the PDF even if the location on the DocuSign® envelope varies from the DocuSign® template.

Procore Custom Solutions can add hidden AutoPlace text to an item's custom PDF to use for their AutoPlace feature. For example, if the subcontractor needs to enter their signature, name, title and date in a certain location on a contract, Procore Custom Solutions can add the following hidden AutoPlace text (shown below in red) to the contract's custom PDF:

 

customfields.png

 

To use this process, follow these steps:

  1. Contact Procore Custom Solutions to request this hidden text be added to your form; a sample copy of the item that clearly identifies/highlights all areas that are to be filled out via DocuSign® will be required.
  2. Once Procore Custom Solutions has finalised your custom PDF, you will be given a list of the fields and the corresponding AutoPlace Text Strings (e.g. the "Subcontractor Signature" field uses the AutoPlace Text String of "SubSignature".
  3. Within DocuSign®, Create a Template for each item type (for example, a subcontract, potential variation or variation):
    1. In Procore, export and save a sample custom PDF from an item using your custom form.
    2. In the first page of the DocuSign® template complete the following:
      1. Upload the sample custom PDF with the AutoPlace Text.
      2. Add the default Recipients, Message, etc.
      3. Click Next. 
    3. In the second page of the DocuSign® template complete the following:
      1. Add Fields. After adding each field, use the AutoPlace feature to enter the corresponding AutoPlace Text provided to you from Procore Custom Solutions.
      2. When finished, click Save and Close. 
  4. When sending an item from Procore to DocuSign®, Apply the Template. 
    1. If your template does not appear, select the three dots, click Apply Template, and Browse to check the appropriate template.
    2. If your DocuSign® template Recipients are different than the Procore default recipients (see Answer section above), delete the Procore defaults prior to applying the template.
    3. Continue through the DocuSign® process to send the envelope. 

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