What does it mean when my DocuSign account is 'synced' with my Procore account?
Answer
If your company has enabled the Procore + DocuSign integration on a project (see Enable the DocuSign Integration on a Project), your DocuSign account and your Procore account can be linked together to synchronize data between DocuSign and Procore. A 'synced' account gives you the ability to initiate the DocuSign signature process when using Procore project tools designed to support the integration. After initially logging in to DocuSign from Procore, a 'synced' account also grants your account For details, see Link Your DocuSign Account to a Procore Project.
How do I know if my DocuSign account is synced?
If you want to check to see if your DocuSign account has been synced to a Procore project, do the following:
- Navigate to the Procore project that you want to check to see if it is synced.
- Click your avatar in the top-right corner of Procore's navigation bar. Then choose My Profile Settings.
- Scroll to the bottom of the page. Then:
- If the word 'Synced' appears next to Link DocuSign Account, your account is synced.
- If a Link DocuSign Account button appears, follow the steps in Link Your DocuSign Account from My Profile Settings to sync your accounts.
- If the word 'Synced' appears next to Link DocuSign Account, your account is synced.