Complete a Prime Contract with DocuSign®
Objective
To complete the signature process for a prime contract with the DocuSign© integration.
Background
If you have a DocuSign© account, you can connect your Procore prime contract to DocuSign© tool to manage the signature process. This lets you and your prime contract's signatories receive, review and return contract signatures online—at any time and from any Internet-enabled device.
Things to Consider
- Required User Permission:
- 'Admin' on the project's Prime Contracts 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?
- Prerequisites:
- The DocuSign© integration must be enabled on the project. See Enable the DocuSign© Integration.
- Create the prime contract that you want to sign. See Create Prime Contracts.
Steps
Complete a Prime Contract with DocuSign©
- Navigate to the project's Prime Contracts tool.
- Choose from the options:
- Click Create Prime Contract. Then complete the steps in Create Prime Contracts.
OR - Locate the contract to sign in the Prime Contracts list. Then click Edit.
- Click Create Prime Contract. Then complete the steps in Create Prime Contracts.
- Under General Information, place a checkmark in the Sign with DocuSign© box.
- When the prime contract is ready for the signature process, click Complete with DocuSign©.
This launches DocuSign©.
Sign into DocuSign
- At the DocuSign© login page, enter the email address for your DocuSign© account.
Tip
If you don't have a DocuSign account to complete the sign in process, see How do I get a DocuSign® account?
- Click Continue.
- Enter your password.
- Click Log In.
After you are logged in, the prime contract will be added as document to 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.
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- Click Send to send the document for signature. Once the DocuSign© workflow is complete, the prime contract's status is updated to 'Approved.' (If Procore Workflow is not being used).
Note: You can still manually edit the change order status if necessary.
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