Enable the DocuSign® Integration on Your Company's Procore Account

Objective

To enable the DocuSign® integration on your company's Procore account.

Background

If your company wants your project team to use the Procore + DocuSign® integration to request electronic signatures, complete these steps:

1. Enable the DocuSign® Integration at the Company Level. Your company's Procore Administrator can use the steps below. 
2. Enable the DocuSign® Integration on Your Company's Projects. A user with  'Admin' level permissions must enable the DocuSign® integration on each Procore project that team members will be using to request signatures. For details, see Enable or Disable the DocuSign® Integration on a Procore Project. 
3. Set Up a DocuSign® Account. 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? 
4. Link Your DocuSign® Account to your Procore Project. If you will be using the Procore + DocuSign® integration to request signatures, see Link Your DocuSign® Account to a Procore Project.

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the company's Admin tool. 
• 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? 

Prerequisites

• Review Which Procore project tools support the DocuSign® integration?

Steps

1. Navigate to the company's Admin tool.
2. Under Project Settings, click the Defaults link.
3. Scroll to the Advanced Settings section and mark the Enable DocuSign® checkbox. 
   
   
    
4. Click Save Changes. 
   The Active Feature List Updated banner appears to confirm that the integration was enabled.

Next Steps

• Enable or Disable the DocuSign® Integration on a Procore Project

See Also

• DocuSign®