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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 The Progress Billings tool is only available to Procore customers in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Specialty 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

If you have a DocuSign® account, you are able to track the status of a signed document in Procore. 

 

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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