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Procore Support (en-au)

Update and Set Up DocuSign® on an Owner Progress Claim

Objective

To update and set up DocuSign® on an owner progress claim.

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 Head Contracts 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.
  • Requirements:
  • Additional Information:
    • Once you have signed in to DocuSign® through Procore, you will not need to sign in again.  

Steps

  1. Navigate to the project's Invoicing tool.
  2. Under the Owner tab, select the head contract that you want to work with.
  3. Click the Progress Claims tab.
  4. Click Edit next to the Progress Claim you want to update to use DocuSign® with.
  5. Click the Update and Set Up DocuSign button.

    pay-app-docusign.png
  6. If you have not logged into DocuSign® from Procore before, complete the following steps:
    1. Enter your DocuSign® email address.


    2. Click Continue.
    3. Enter your password.
    4. Click Register In
  7. Once you are in DocuSign®, Procore's contract PDF will pre-populate as a document in DocuSign®, or you can choose to add your own document. 
  8. Upload documents by choosing one of these options:
    • Upload
    • Use a Template
    • Get From Cloud
  9. If you are not using a custom form, DocuSign® automatically completes the recipients for you. If you choose to use these recipients, DocuSign® also places the signing tags in the correct position.

    docusign-payapp.png
  10. Click Send to send the document for signature.

    payapp-docusign2.png

 

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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