Enable the DocuSign® Integration on Your Company's Procore Account

Objective

To enable the DocuSign integration on your company's Procore account.

Background

If your company plans to allow a project team to use the Procore + DocuSign integration to initiate the signature process, your company's Procore Administrator must first use the steps below to enable the Procore + DocuSign integration on your company's Procore account. After the integration is enabled at the company level, users with 'Admin' permission to the Project Admin tool can then complete the steps to Enable or Disable the DocuSign® Integration on a Procore Project. Once enabled on a project, users who want to initiate signatures from Procore can then Link Your DocuSign® Account to a Procore Project. If you are a Procore user who will only be responsible for signing documents, you will NOT need a DocuSign account. For details, see  Do project owners and subcontractors need a DocuSign® account?

Things to Consider

• Required User Permissions:
  • 'Admin' on the company's Admin tool. 
• Supported Project Tools:
  The Procore + DocuSign Integration is supported in these Project Tools:
  • Variations
  • Commitments
  • Correspondence
  • Documents
  • Invoicing
  • Main Contract
• Additional Information:
  • Once the integration is enabled at the company level, users with 'Admin' permission on a project's Admin tool can enable or disable DocuSign on your company's projects. See Enable or Disable the DocuSign® Integration on a Procore Project.
  • Project users who want to initiate signatures from Procore must have an active DocuSign account. See How do I get a DocuSign® account? and Do project owners and subcontractors need a DocuSign® account?

Steps

1. Navigate to the company's Admin tool.
2. Under 'Project Settings,' click Defaults.
3. Under 'Default Project Settings,' place a mark the Enable DocuSign checkbox. 
4. Click Save Changes. 

Next Steps

• Enable or Disable the DocuSign® Integration on a Procore Project

See Also

• DocuSign®