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Procore (en-CA)

Complete a Correspondence Item with DocuSign®

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Objective

To complete the signature process for a correspondence item with the DocuSign© integration.

Background

If you have a DocuSign© account, you can connect your correspondence item to DocuSign© to manage the signature process. This lets you and the signatories of your correspondence item receive, review and return signatures online—at any time and from any Internet-enabled device. 

Things to Consider

Steps

Complete a Correspondence Item with DocuSign©

  1. Navigate to the project's Correspondence tool.
  2. In the list view, select the correspondence item which you want to process via Docusign©.
  3. Open the correspondence item by either clicking the Number or Subject link. 
  4. Click the vertical ellipsis icon-ellipsis-options-menu.png and then click Sign with DocuSign.
    Correspondence_sign_with_Docusign.png

    This launches DocuSign©. 

Sign into DocuSign

  1. At the DocuSign© login page, enter the email address for your DocuSign© account.
     Tip
    If you don't have a DocuSign© account to complete the sign in process,  see How do I get a DocuSign® account?

    docusign-login.png
  2. Click Continue.
  3. Enter your password.
  4. Click Log In. 
    After you are logged in, the correspondence item will be added as a document to DocuSign© or you can choose to add your own document. 
  5. Upload documents by doing one of the following:
    • Upload
    • Use a Template
    • Get From Cloud
  6. If you are not using a custom form, DocuSign© will pre-populate recipient roles. If you choose to use the pre-populated roles, then DocuSign© will pre-place the signing tags in the correct position.
  7. Click Send to send the document for signature. Once the DocuSign© workflow is complete, you can updated the status of the correspondence item.

See Also