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Procore Support (en-au)

Complete a Head Contract with DocuSign®

Objective

To complete the signature process for a prime contract with the DocuSign® integration.

Background

If you have a DocuSign® account, you can connect your Procore prime contract to DocuSign® tool to manage the signature process. This lets you and your prime contract's signatories receive, review, and return contract signatures online—at any time and from any Internet-enabled device. 

Things to Consider

  • Required User Permissions:
    • To initiate the DocuSign® signature process, 'Admin' level permissions on the project's Prime Contracts tool. 
       Note
      To sign a Procore prime contract with DocuSign®, you do NOT require access permission to Procore's Prime Contracts tool. A PDF copy of the prime contract is available in DocuSign® for review.

Prerequisites

Steps

Complete a Head Contract with DocuSign®

  1. Navigate to the project's Head Contracts tool.
  2. Choose from the options:
    • Click Create Head Contract. Then complete the steps in Create Head Contracts.
      OR
    • Locate the contract to sign in the Head Contracts list. Then click Edit.
  3. Under General Information, place a checkmark in the Sign with DocuSign® box.


     
  4. When the prime contract is ready for the signature process, click Complete with DocuSign®.


    This launches DocuSign©

Sign into DocuSign

  1. At the DocuSign® login page, enter the email address for your DocuSign® account.
     Tip
    If you don't have a DocuSign® account to complete the sign-in process,  see How do I get a DocuSign® account?

  2. Click Continue.
  3. Enter your password.
  4. Click Log In
    The contract is added as a document to DocuSign® or you can choose to add your own document. 
  5. Upload documents by doing one of the following:
    • Upload
    • Use a Template
    • Get From Cloud
  6. If you are not using a custom form, DocuSign® will pre-populate recipient roles. If you choose to use the pre-populated roles, then DocuSign® will pre-place the signing tags in the correct position.

  7. Click Send to send the document for signature. Once the DocuSign® workflow is complete, the prime contract's status  is updated to 'Approved.' (If Procore Workflow is not being used). 
    Note: You can still manually edit the change order status if necessary.

 

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