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

    • Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding, or Prime Contracts tool. Procore tool names vary, depending on the language or point-of-view dictionary configured in Procore. See What dictionaries and languages are available in the Procore web application?
    • If you are a collaborator (for example, an invoice contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
      • A Procore User account.
      • Access permissions to the project's Commitments and/or Client Contracts, Funding, or Prime Contracts tool.
      • Membership on the 'Private' list of a specific contract or funding
      • Designated as an 'Invoice Contact' on the contract or funding.
• 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®