Complete Subcontractor Progress Claims with DocuSign®
Objective
To complete subcontractor progress claims for a project using the Procore + DocuSign® integration.
Background
If you have a valid DocuSign® account and the Procore + DocuSign® integration has been enabled on your Procore project, you can use the steps below to complete a subcontractor invoice using DocuSign®. To do this, you will need to know the email address and password for your DocuSign® account. Once you log in and grant the permissions requested by Procore, you can then use DocuSign® to add document(s) to an envelope, add recipients, and send it out for signature.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Commitments tool.
- Requirements:
- The signature initiator in Procore must have an active DocuSign® account. See How do I get a DocuSign® account? and Do project owners and subcontractors need a DocuSign® account?
- Additional Information:
- Once you have logged in to your DocuSign® through Procore, you will not need to sign in again.
- To complete the steps below, the subcontractor progress claim must be in Approved, Approved as Noted, or Pending Owner Approval status.
Prerequisites
Steps
You have two options for sending subcontractor progress claims to DocuSign®:
- Complete a Single Subcontract Progress Claim with DocuSign®
- Send Multiple Subcontractor Progress Claims to DocuSign®
Complete a Single Subcontractor Progress Claim with DocuSign®
- Navigate to the project's Commitments tool.
Beta Under the Contracts tab, locate the subcontract with the invoice. Then click View.- Click the Progress Claims tab.
- Locate the progress claim to complete and click the Edit button.
- If you are ready to sign the contract with DocuSign®, click Complete with DocuSign.
- If you have NOT logged in to DocuSign®, you will be prompted to log in to your account as follows:
- Enter your DocuSign® email address in the Email Address box.
- Click Continue.
- Enter your DocuSign® password in the Password box.
- Click Log In.
- Click Accept to accept the required permissions request from Procore Technologies.
Note: If you click Cancel you will not be able to sign in to DocuSign®.
- After the DocuSign® page loads, you have these options:
- Remove a document:
The integration automatically displays any documents that have uploaded to the progress claim in Procore. To remove a document, hover your mouse cursor over the Delete icon (illustrated below) and then click the icon.
Notes:- For other options, click the vertical ellipsis
and select the desired option from the menu.
- To learn more about the other options, click the Question Mark (?) icon to view the DocuSign® support documentation.
- For other options, click the vertical ellipsis
- Add documents to the envelope:
If you want to add documents to the DocuSign® envelope, use one or more of these methods:- Click the Plus (+) sign or Upload to add documents from your computer.
OR - Click Get From Cloud to add documents from a third-party cloud host.
- Click the Plus (+) sign or Upload to add documents from your computer.
- Add recipients to the envelope:
- Click Add Recipient to add a new recipient.
Note: Unless your project is using a custom form, the recipient role (for example, head contractor and subcontractor) will populate automatically based on what is entered in Procore. - Choose one of these options: Needs to Sign, Receives a Copy, or Needs to View.
Notes:- For other options, click the More link.
- To learn more about the other options, click the Question Mark (?) icon to view the DocuSign® support documentation.
- Click Add Recipient to add a new recipient.
- Remove a document:
- Click Next to review the documents in DocuSign®.
- When you are ready to send the document(s) in your envelope to the named recipients, click Send.
Send Multiple Subcontractor Progress Claims to DocuSign®
If you have 'Admin' permission to the Commitments tool, you can also use the project's Invoicing tool to send progress claims to DocuSign® in bulk.
See Also
- How do I get a DocuSign® account?
- Do project owners and subcontractors need a DocuSign® account?
- Enable or Disable the DocuSign® Integration on a Procore Project