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 Permission:
- 'Admin' permission on the project's Prime Contract tool
- Requirements:
- 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?" in the See Also section below.
- Prerequisites:
- Additional Information:
- Once you have signed in to DocuSign through Procore, you will not need to sign in again.
Steps
- Navigate to the project's Invoicing tool.
- Under the Owner tab, select the prime contract that you want to work with.
- Click the Invoices tab.
- Click Edit next to the Invoice you want to update and set DocuSign up with.
- Click the Update and Set Up DocuSign button.
- If you have not logged into Docusign from Procore before, complete the following steps:
- Enter your DocuSign email address.
- Click Continue.
- Enter your password.
- Click Log In.
- Enter your DocuSign email address.
- 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.
- Upload documents by doing one of the following:
- Upload
- Use a Template
- Get From Cloud
- 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.
- Click Send to send the document for signature.