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Procore (en-GB)

Complete Subcontractor Payment Applications with DocuSign®

Objective

To complete subcontractor payment applications for a project using the Procore + DocuSign® integration. 

Background

If you have a valid DocuSign® account and the Procore + DocuSign® integration has been enabled on your Procore project, you can use the steps below to complete a subcontractor payment application using DocuSign®. To do this, you will need to know the email address and password for your DocuSign® account. Once you log in and grant the permissions requested by Procore Technologies, you can then use DocuSign® to add document(s) to an envelope, add recipients and send it out for signature. 

Things to Consider

Steps

You have two options for sending subcontractor payment applications to DocuSign®:

Complete a Single Subcontractor Payment Application with DocuSign®

  1. Navigate to the project's Commitments tool.
  2. Click the Summary or Detailed tab.
  3. Locate the subcontract with the payment application. Then click View
  4. Click the Payment Applications tab.
  5. Locate the payment application to complete and click the Edit button.
  6. If you are ready to sign the contract with DocuSign®, click Complete with DocuSign.
  7. If you have NOT logged in to DocuSign®, you will be prompted to log in to your account as follows:

    login-docusign.png
     
    1. Enter your DocuSign® email address in the Email Address box. 
    2. Click Continue.
    3. Enter your DocuSign® password in the Password box.
    4. Click Log In
    5. Click Accept to accept the required permissions request from Procore Technologies.
      Note: If you click Cancel you will not be able to sign in to DocuSign®. 
  8. After the DocuSign® page loads, you have these options:
    1. Remove a document:
      The integration automatically displays any documents that have uploaded to the payment application in Procore. To remove a document, hover your mouse cursor over the Delete icon (illustrated below) and then click the icon. 

      docusign-delete-from-envelope.png

      Notes:
      • For other options, click the vertical ellipsis vertical-ellipsis.pngand select the desired option from the menu.
      • To learn more about the other options, click the Question Mark (?) icon to view the DocuSign® support documentation.
    2. Add documents to the envelope:
      If you want to add documents to the DocuSign® envelope, use one or more of these methods:
      • Click the Plus (+) sign or Upload to add documents from your computer. 
        OR
      • Click Get From Cloud to add documents from a third-party cloud host. 
    3. Add recipients to the envelope:
      1. Click Add Recipient to add a new recipient. 
        Note: Unless your project is using a custom form, the recipient role (for example, main contractor and subcontractor) will populate automatically based on what is entered in Procore. 
      2. Choose one of these options: Needs to Sign, Receives a Copy, or Needs to View
        Notes:
        • For other options, click the More link. 
        • To learn more about the other options, click the Question Mark (?) icon to view the DocuSign® support documentation.
  9. Click Next to review the documents in DocuSign®.
  10. When you are ready to send the document(s) in your envelope to the named recipients, click Send.

Send Multiple Subcontractor Payment Applications to DocuSign®

If you have 'Admin' permission to the Commitments tool, you can also use the project's Invoicing tool to send payment applications to DocuSign® in bulk.

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. Mark the check boxes next to the payment applications to bulk send to DocuSign® . 
  4. Click Send to DocuSign®
    Note: If the Send to DocuSign® button is greyed out and unavailable, hover your mouse cursor over the button. A tool tip appears to inform you of the reason. Typically, it is because the commitment does not have an 'Payment Application Contact' assigned to it. See Add Payment Application Contacts to a Commitment.
    send-payment applications-to-docusign.png
    The selected payment applications are sent to DocuSign® . You will see a success banner at the top of the page when complete.
    Notes:
    • When sending payment applications in bulk, the DocuSign®  integration only sends payment applications to the individuals listed as 'Payment Application Contact(s)' on the contract in Procore.
    • Some DocuSign®  features are NOT available when using the bulk send option. For example, adding or removing documents, adding recipients and so on.
    • To use the unavailable DocuSign®  features, follow the steps in Complete Subcontractor Payment Applications with DocuSign®.
      compile-payment application-backups-successful.png