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:
  • Enable the DocuSign Integration
  • Create an Owner Invoice
• Additional Information:
  • Once you have signed in to DocuSign through Procore, you will not need to sign in again.  

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 and set DocuSign up 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 doing one of the following:
   • Upload
   • Use a Template
   • Get From Cloud
9. 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.
   
   
    
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