Bulk Send Subcontractor Progress Claims to DocuSign® with the Invoicing Tool

Objective

To send subcontractor progress claims to DocuSign® in bulk for signature with the Invoicing tool as an progress claim administrator.

Background

If you have a valid DocuSign® account and the Procore + DocuSign® integration is enabled on your Procore project, use the steps below to send your progress claims to the DocuSign® application for signature collection in bulk. To do this, you must know the email address and password for your DocuSign® account. Once you log in and grant the Procore the required access permissions, you add document(s) and recipients to the envelope and send it out for signature. 

Things to Consider

• Required User Permissions
• Additional Information:
  • You can send subcontractor progress claims to DocuSign^®  in bulk only with the Invoicing tool.
  • Once you sign into your DocuSign^® account from Procore, you will NOT need to sign in again until the login token expires. Once expired, the 'Re-Authentication Required' banner appears in Procore. To learn more, see What do the different DocuSign® banners in Procore mean?
  • The subcontractor progress claim must be in the Approved, Approved as Noted, or Pending Owner Approval status. See What are the default statuses for Procore progress claims?

Prerequisites

• Enable the DocuSign® Integration on Your Company's Procore Account
• Enable the DocuSign® Integration on a Project
• 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? 
• Create a Subcontractor Progress Claim
  • Assign an 'Invoice Contact' to the contract associated with the progress claim. See Add Progress Claim Contacts to a Purchase Order or Subcontract.
  • Place the progress claim into the Approved, Approved as Noted or Pending Approval status. See What are the default statuses for Procore progress claims?

Steps

1. Navigate to the project's Invoicing tool.
2. Click the Subcontractor tab.
3. Mark the checkboxes next to the progress claims to bulk send to DocuSign^®. 

    Note

   To send a subcontractor progress claim to DocuSign^®, it must be in one (1) of these statuses: Approved, Approved as Noted, or Pending Owner Approval. See What are the default statuses for Procore progress claims?
4. Click Send to DocuSign^®. 

    Note

   If the Send to DocuSign^® button is greyed out and unavailable, hover your mouse cursor over the button. A tooltip appears to inform you of the reason. Typically, it is because the purchase order or subcontract does not have an 'Invoice Contact' assigned to it. See Add Progress Claim Contacts to a Purchase Order or Subcontract.
   
   
   
   Procore sends the selected progress claims to DocuSign^®. A GREEN success banner appears at the top of the page when complete.

    Notes

   • When sending progress claims in bulk, the DocuSign^®  integration only sends progress claims to the individuals listed as 'Invoice Contact(s)' on the contract in Procore.
   • Some DocuSign^®  features are NOT available when using the bulk send option. For example, adding or removing documents, adding recipients and so on.
   • To use the unavailable DocuSign^®  features, follow the steps in Complete Subcontractor Progress Claims with DocuSign^®.
   
   

Next Step

• Sign a Procore Document with DocuSign^®

See Also