Sign a Document with DocuSign® in the Project Level Documents Tool

Objective

To have a document in your project's Documents tool signed with DocuSign.

Background

If you have a DocuSign account, you are able to track the status of a signed document in Procore. You can receive, review and return their signed contracts online, at any time and from any Internet enabled device.

Things to Consider

• Required User Permissions:
  • 'Admin' permission on the Documents tool
• Additional Information:
  • The signature initiator in Procore must have an active DocuSign account. See How do I get a DocuSign account? and Do owners and subcontractors need a DocuSign account?
  • After you have signed in to a DocuSign through Procore, you will not need to sign in again.
  • Only PDFs can be signed with DocuSign.

Prerequisites

• The Procore + DocuSign Integration must be enabled on the project. See Enable the DocuSign Integration.

Steps

1. Navigate to the project's Documents tool.
2. Locate the file you want to sign with DocuSign.
   Note: Only PDFs can be signed using DocuSign.
3. Right-click on the file and click Sign with DocuSign.
   Note: You can also access this action by clicking the vertical ellipsis    icon while the file is selected. 
4. If you have not logged into DocuSign from Procore before, complete the following steps:
   1. Enter your DocuSign email address.
   2. Click Continue.
   3. Enter your password.
   4. Click Log In.
5. Once you are in DocuSign, Procore's contract PDF will populate as a document in DocuSign or you can choose to add your own document.
6. Upload documents by choosing one of the following:
   • Upload
   • Use a Template
   • Get from Cloud
7. If you are not using a custom form, DocuSign will pre-populate recipient roles. If you choose the use the pre-populated roles, then DocuSign will pre-place the signing tags in the correct position.
8. Click Next to review the document.
9. Click Send to send the document for signature. When the signature is pending, you will see a blue banner above that document in Procore's document tool. Once the document has been signed, the banner disappears and the original document is replaced with the signed document.

See Also

• DocuSign