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Update and Set Up DocuSign® on a HC/Client Progress Claim with the Progress Billings Tool

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 Limited Release
flag-us.png flag-canada.png The Progress Billings tool is only available to Procore customers in the United States and Canada who have implemented the Procore for Speciality Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Speciality Contractors Point-of-View Dictionary Options. 

Objective

To update and set up DocuSign® on a HC/Client progress claim with 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 Client Contracts 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.
  • Requirements:
  • Additional Information:
    • Once you have signed in to DocuSign® through Procore, you will not need to sign in again.  

Steps

  1. Navigate to the project's Progress Billings 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.

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  6. If you have not logged into DocuSign® from Procore before, complete the following steps:
    1. Enter your DocuSign® email address.


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    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.

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  10. Click Send to send the document for signature.

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