Complete Subcontractor Progress Claims with DocuSign®

Objective

To complete subcontractor progress claims for a project using the Procore + DocuSign^© integration.

Background

If you have an active DocuSign^© account and you are using the Procore + DocuSign^© integration on your Procore project, follow the steps below to complete a subcontractor progress claim using DocuSign^©.

Things to Consider

Required User Permissions:
- 'Admin' level permissions on the project's Commitments tool.

Prerequisites

Create an Progress Claim on Behalf of an Progress Claim Contact
To complete the steps below, the subcontractor progress claim must be in Approved, Approved as Noted, or Pending Owner Approval status.

Steps

You have two (2) options for completing subcontractor progress claims with DocuSign^©:

Navigate to the project's Invoicing tool.
Click the Subcontractor tab.
Click the Send to DocuSign^© button above the listed progress claims.

The progress claims are sent to DocuSign^© and you will see a banner at the top of the page.
Note: Each progress claim will be sent only to the Progress Claim Contact(s) listed for signature and adjustments within DocuSign^©(for example, adding signatures, selecting templates and so on.) are not available when sending to DocuSign^© in bulk. If these DocuSign^© configurations are required, send each progress claim one-by-one.

Navigate to the project's Invoicing tool.
Click the Subcontractor tab.
Click the Contract hyperlink on the progress claim.
In the contract, click the Progress Claims tab.

Note
You can alternatively edit a subcontractor progress claim by navigating to the project's Commitments tool, clicking the View button next to the purchase order or subcontract associated with the subcontractor progress claim and clicking the Progress Claims tab.
Locate the line item that corresponds to the progress claim to sign.
Click the Edit button.
If you are ready to sign the progress claim with DocuSign^©, click Complete with DocuSign.
Note
If you have NOT logged in to DocuSign^©, you will be prompted to register in to your account as follows:
1. Enter your DocuSign^© email address in the Email Address box.
2. Click Continue.
3. Enter your DocuSign^© password in the Password box.
4. Click Register In.
5. 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:
1. Remove a document:
  The integration automatically displays any documents that were attached to the progress claim in Procore. To remove a document, hover your mouse cursor over the Delete icon.
  Note
  - To use other menu options, click the vertical ellipsis and select an option from the menu.
  - To learn more, click the Question Mark (?) icon to view the DocuSign^© support documentation.
2. 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.
3. Add recipients to the envelope:
  1. 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.
  2. Choose one of these options: Needs to Sign, Receives a Copy, or Needs to View.

Objective

Background

Things to Consider

Prerequisites

Steps

Send Subcontractor Progress Claims to DocuSign© from the Invoicing Tool

Complete a Subcontractor Progress Claim with DocuSign©

Note

Note

Note

See Also

Send Subcontractor Progress Claims to DocuSign^© from the Invoicing Tool

Complete a Subcontractor Progress Claim with DocuSign^©