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Procore Support (en-au)

Complete Owner Progress Claims with DocuSign®


To complete an owner progress claim using the DocuSign© integration. 


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 Contract tool
  • Additional Information:
    • After you sign in to DocuSign© through Procore, you do not need to sign in again.  



  1. Navigate to the project's Head Contracts tool.
  2. Locate the head contract to work with. Then click its Number link. 
  3. In the contact, click the Progress Claim tab. 
  4. Click the progress claim to work 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 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 doing one of the following:
    • Upload
    • Use a Template
    • Get From Cloud
  9. 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.

  10. Click Send to send the document for signature.