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Procore Support (en-au)

Bulk Send Subcontractor Progress Claims to DocuSign®

Objective

To send subcontractor progress claims to DocuSign® in bulk for signature.

Background

If you have a DocuSign®  account, you are able to track the status of a signed document in Procore. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool
       Notes
      • User permissions are NOT managed in the project's Invoicing tool. Instead, the Invoicing tool is designed for users with 'Admin' level permissions on the Head Contracts and/or Commitments tool. 
      • If you are a collaborator (for example, an progress claim contact for a subcontracting company that is performing work for a head contractor managing your contract in Procore), your ability to perform progress claim-related tasks is determined by the project team that controls these settings for your Procore user account: 
        • Your user account's permissions on the project's Commitments and/or Head Contracts tool.
        • Your membership on the 'Private' list of a specific head contract, purchase order, or subcontract.
        • Your designation as an 'Progress Claim Contact' on a head contract, purchase order or commitment.
      • To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Invoicing.
  • 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 ApprovedApproved as Noted, or Pending Owner Approval status.

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. Mark the tickboxes next to the progress claims to bulk send to DocuSign® . 
  4. Click Send to DocuSign®
    Note: If the Send to DocuSign® button is grayed 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 'Progress Claim Contact' assigned to it. See Add Progress Claim Contacts to a Purchase Order or Subcontract.
    send-progress claims-to-docusign.png
    The selected progress claims are sent to DocuSign®. You will see a success banner 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 'Progress Claim 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®.
      compile-progress claim-backups-successful.png

See Also

 

If you would like to learn more about Procore’s invoice management software and how it can help your business, please visit our construction invoice management software product page here.
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