Complete Owner Invoices with DocuSign®

Objective

To complete an owner invoice using the DocuSign^© integration. 

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 Contract tool
• Additional Information:
  • After you sign in to DocuSign^© through Procore, you do not need to sign in again.  

Prerequisites

• The Procore + DocuSign^© Integration must be enabled on the project. See Enable the DocuSign^© Integration.
• 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?
• Complete the steps in Create an Owner Invoice.

Steps

1. Navigate to the project's Prime Contracts tool.
2. Locate the prime contract to work with. Then click its Number link. 
3. In the contact, click the Invoice tab. 
4. Click the invoice to work 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 project owners and subcontractors need a DocuSign® account?
• Enable or Disable the DocuSign® Integration on a Procore Project