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Procore (en-GB)

Bulk Send Subcontractor Payment Applications to DocuSign®

Objective

To send subcontractor payment applications to DocuSign® in bulk for signature.

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 Commitments tool
       Notes
      • User permissions are NOT managed in the project's Invoicing tool. Instead, the Invoicing tool is designed for users with 'Admin' level permissions on the Main Contracts and/or Commitments tool. 
      • If you are a collaborator (for example, an payment application contact for a subcontracting company that is performing work for a main contractor managing your contract in Procore), your ability to perform payment application-related tasks is determined by the project team that controls these settings for your Procore user account: 
        • Your user account's permissions on the project's Commitments and/or Main Contracts tool.
        • Your membership on the 'Private' list of a specific main contract, purchase order, or subcontract.
        • Your designation as an 'Payment Application Contact' on a main contract, purchase order or commitment.
      • To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Invoicing.
  • Additional Information:
    • Once you have logged in to your DocuSign®  through Procore, you will not need to sign in again.  
    • To complete the steps below, the subcontractor payment application must be in ApprovedApproved as Noted, or Pending Owner Approval status.

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. Mark the tickboxes next to the payment applications to bulk send to DocuSign® . 
  4. Click Send to DocuSign®
    Note: If the Send to DocuSign® button is grayed out and unavailable, hover your mouse cursor over the button. A tooltip appears to inform you of the reason. Typically, it is because the purchase order or subcontract does not have an 'Payment Application Contact' assigned to it. See Add Payment Application Contacts to a Purchase Order or Subcontract.
    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

See Also

 

If you would like to learn more about Procore’s invoice management software and how it can help your business, please visit our construction invoice management software product page here.