Update and Set Up DocuSign® on an Owner Invoice

Objective

To update and set up DocuSign® on an owner invoice.

Background

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

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the project's Prime Contracts tool

     Notes

    • User permissions are NOT managed in the project's Invoicing tool. Instead, the Invoicing tool is designed for users with 'Admin' level permissions on the Prime Contracts and/or Commitments tool. 
    • If you are a collaborator (for example, an invoice contact for a subcontracting company that is performing work for a general contractor managing your contract in Procore), your ability to perform invoice-related tasks is determined by the project team that controls these settings for your Procore user account: 
      • Your user account's permissions on the project's Commitments and/or Prime Contracts tool.
      • Your membership on the 'Private' list of a specific prime contract, purchase order, or subcontract.
      • Your designation as an 'Invoice Contact' on a prime contract, purchase order or commitment.
    • To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Invoicing.
• Requirements:
  • The signature initiator in Procore must have an active DocuSign® account. See How do I get a DocuSign® account?  and Do project owners and subcontractors need a DocuSign® account?
• Additional Information:
  • Once you have signed in to DocuSign® through Procore, you will not need to sign in again.  

Prerequisites

• Enable the DocuSign® Integration on Your Company's Procore Account
• Enable or Disable the DocuSign® Integration on a Procore Project
• Create an Owner Invoice

Steps

1. Navigate to the project's Invoicing tool.
2. Under the Owner tab, select the prime contract that you want to work with.
3. Click the Invoices tab.
4. Click Edit next to the Invoice you want to update to use DocuSign® with.
5. Click the Update and Set Up DocuSign button.
   
   
6. 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. 
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.
   
   
10. Click Send to send the document for signature.
    
    

See Also

• DocuSign®
• How do I get a DocuSign® account?
• Do owners and subcontractors need a DocuSign® account?
• Enable the DocuSign® Integration