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Procore Support (en-au)

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. When you enable the integration on the Company level, Procore also automatically enables it on your new and existing projects. If your team is creating Procore projects using a Procore Project Template where the DocuSign® integration has NOT been enabled, Procore recommends that a user with the required users permissions do the following:
  3. Set Up a DocuSign® Account. To request signatures using the Procore + DocuSign® integration, you must have an active DocuSign® account. For details, see:
  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

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. 

    co-admin-adv-settings-enable-docusign.png
     
  4. Click Save Changes
    The Active Feature List Updated banner appears to confirm that the integration was enabled.

See Also