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Procore Support (en-au)

Create a Potential Variation (PV) with DocuSign®

Objective

To create a Head Contract Variation with DocuSign®.

Background

If you have a DocuSign® account, you are able to track the status of a signed document in Procore. You can receive, review and return their signed contracts online, at any time and from any Internet-enabled device.

If you do not have DocuSign® enabled, see Enable the DocuSign® Integration on a Project.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Head Contracts tool
    Additional Information:
    • Once you have signed in to DocuSign® through Procore, you will not need to sign in again.  

Prerequisites

Steps

For projects not using the Change Events tool

  1. Navigate to the project's Head Contracts tool.
  2. Locate the head contract to work with. Then click its Number link.
  3. Click + Create Potential VAR.
  4. Mark the Sign with DocuSign® checkbox.


     
  5. Fill out the related fields. See Create a Potential Variation (PV).
  6. Click Complete with DocuSign® at the bottom of the page. 
  7. 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.
  8. 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. 
  9. Upload documents by doing one of the following:
    1. Upload
    2. Use a Template
    3. Get From Cloud
  10. 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.


     
  11. Click Send to send the document for signature. Once the DocuSign® workflow is complete, the variation status will change to "Approved." (If Procore Workflow is not being used). 
    Note: You can still manually edit the variation status if necessary

For projects using the Change Events tool

  1. Complete Steps #1-6 in Create a Head PV From a Change Event.
  2. Navigate to the change event you created a Head PV for.
  3. In the Head PV section of that change event, click View next to the Head PV you want to be signed with DocuSign®.
  4. Click Edit.
  5. Mark the Sign with DocuSign® checkbox.
  6. Fill out the related fields. See Create a Potential Variation (PV).
  7. Complete Steps #5-10 above.

 

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