Bulk Send Subcontractor Progress Claims to DocuSign® from the Progress Billings Tool

Objective

To send subcontractor progress claims out for signature with DocuSign® from the Progress Billings tool.

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 Commitments tool

     Notes

    • Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding or Head Contracts tool. Procore tool names vary, depending on the point-of-view dictionary configured in Procore. See What tool names and terms are different in Procore for head contractors, owners and speciality contractors?
    • If you are a collaborator (for example, an progress claim contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
      • A Procore User account.
      • Access permissions to the project's Commitments and/or Client Contracts, Funding or Head Contracts tool.
      • Membership on the 'Private' list of a specific contract or funding
      • Designated as an 'Invoice Contact' on the contract or funding.
• Additional Information:
  • Once you have logged in to your DocuSign®  through Procore, you will not need to sign in again.  
  • To complete the steps below, the subcontractor progress claim must be in Approved, Approved as Noted, or Pending Owner Approval status.

Prerequisites

• 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?
• Enable the DocuSign® Integration on a Project
• Create an Progress Claim on Behalf of a Subcontractor

Steps

1. Navigate to the project's Progress Billings tool.
2. Click the Subcontractor tab.
3. Mark the checkboxes next to the progress claims to bulk send to DocuSign® . 
4. Click Send to DocuSign®. 

    Note

   If the Send to DocuSign® button is greyed out and unavailable, hover your mouse cursor over the button. A tooltip appears to inform you of the reason. Typically, it is because the purchase order or subcontract does not have an 'Invoice Contact' assigned to it. See Add Progress Claim Contacts to a Purchase Order or Subcontract.
   
   
   The selected progress claims are sent to DocuSign®. You will see a success banner at the top of the page when complete.

    Notes

   • When sending progress claims in bulk, the DocuSign®  integration only sends progress claims to the individuals listed as 'Progress Claim Contact(s)' on the contract in Procore.
   • Some DocuSign®  features are NOT available when using the bulk send option. For example, adding or removing documents, adding recipients and so on.
   • To use the unavailable DocuSign®  features, follow the steps in Complete Subcontractor Progress Claims with DocuSign®.
   
   

See Also

• DocuSign®