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
- Navigate to the project's Prime Contracts tool.
- Locate the prime contract to work with. Then click its Number link.
- In the contact, click the Invoice tab.
- Click the invoice to work 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.