What does it mean when my DocuSign account is 'synced' with my Procore account and how do I sync it?

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Answer

To determine if your Procore user account is synced with DocuSign:

Click your initials in the upper right-hand corner of the Procore web application's navigation bar.
Choose My Profile Settings from the drop-down menu.
This opens the My Profile Settings page.
Click the Personal tab.
Scroll to the bottom of the page. Then:
- If you see a Login with DocuSign button, your account is NOT yet synced. To sync it, see Link Your DocuSign Account to a Procore Project.
  OR
- If you see 'Synced' next to the Link DocuSign Account label, your account is synced.

Tip

If you see 'Synced' next to the Link DocuSign Account label on the Personal tab of the My Profile Settings page, your DocuSign account is synced with Procore.

What does it mean when my DocuSign account is 'synced' with my Procore account?

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.

The Procore + DocuSign® integration is available in numerous Procore project tools.

Supported Procore Tools

The following project tools allow you to request signatures on Procore items when the Procore + DocuSign® integration is enabled. See How do I enable the DocuSign® Integration?

Project Tools	Collect signatures for these Procore items…	You can gain access to DocuSign® when performing this task…
Change Orders	Commitment Change Orders	Note: Change orders are created in each item's corresponding Procore Project Tool.
	Prime Contract Change Orders
Client Contracts ¹	Client Contracts	Create Client Contracts
	Client Contract Change Orders	Create a Client Contract Change Order
Commitments	Purchase Orders	Create a Purchase Order
	Subcontracts	Create a Subcontract
	Commitment Change Order	Create a Commitment Change Order
Correspondence	Correspondence Items	Create a Correspondence Item
Documents	Documents	Sign a Document with DocuSign® in the Project Level Documents Tool
Funding ²	Fundings	Create Fundings
	Funding Invoices These are your upstream invoices	Create a Funding Invoice
Invoicing	Owner Invoices These are your upstream invoices	Create an Owner Invoice
	Subcontractor Invoices These are your downstream invoices	Submit a New Invoice as an Invoice Contact Create a Subcontractor Invoice on Behalf of an Invoice Contact
Progress Billings ²	GC/Client Invoices These are your downstream invoices	Create a GC/Client Invoice for a Client Contract
	Subcontractor Invoices These are your downstream invoices	Submit a New Invoice as an Invoice Contact Create a Subcontractor Invoice on Behalf of an Invoice Contact
Prime Contracts	Prime Contracts	Create Prime Contracts
	Prime Contract Change Orders	Create a Prime Contract Change Order
	Owner Invoices These are your upstream invoices	Create an Owner Invoice

¹ The Client Contracts and Progress Billings tools are available to Procore customers in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. See What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?

² The Funding tool is available to Procore Customers in the United States who have implemented the Procore for Owners point-of-view-dictionary. See What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?

Answer

Tip

What does it mean when my DocuSign account is 'synced' with my Procore account?

Supported Procore Tools

See Also