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:
  • You must be an progress claim administrator. 
• 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 signed in to DocuSign® through Procore, you will not need to sign in again.  

Prerequisites

• Enable the DocuSign® Integration on Your Company's Procore Account
• Enable or Disable the DocuSign® Integration on a Procore Project
• Create Head Contract Progress Claim

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.
   
   
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 Log 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.
   
   
10. Click Send to send the document for signature.
    
    

See Also

• DocuSign®