Bulk Send Subcontractor Payment applications to DocuSign® with the Payment Applications Tool

Objective

To send subcontractor payment applications to DocuSign® in bulk for signature with the Payment applications tool as an payment application administrator.

Background

If you have a valid DocuSign® account and the Procore + DocuSign® integration is enabled on your Procore project, use the steps below to send your payment applications to the DocuSign® application for signature collection in bulk. To do this, you must know the email address and password for your DocuSign® account. Once you log in and grant the Procore the required access permissions, you add document(s) and recipients to the envelope and send it out for signature. 

Things to Consider

• Required User Permissions
• Additional Information:
  • You can send subcontractor payment applications to DocuSign^®  in bulk only with the Payment applications tool.
  • Once you sign into your DocuSign^® account from Procore, you will NOT need to sign in again until the login token expires. Once expired, the 'Re-Authentication Required' banner appears in Procore. To learn more, see What do the different DocuSign® banners in Procore mean?
  • The subcontractor payment application must be in the Approved, Approved as Noted, or Pending Owner Approval status. See What are the default statuses for Procore payment applications?

Prerequisites

• Enable the DocuSign® Integration on Your Company's Procore Account
• Enable the DocuSign® Integration on a Project
• To request signatures using the Procore + DocuSign® integration, you must have an active DocuSign® account. For details, see:
  • Do I need a DocuSign© account?
  • How do I get a DocuSign® account? 
• Create a Subcontractor Payment application
  • Assign an 'Invoice Contact' to the contract associated with the payment application. See Add Payment application Contacts to a Purchase Order or Subcontract.
  • Place the payment application into the Approved, Approved as Noted or Pending Approval status. See What are the default statuses for Procore payment applications?

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^®. 

    Note

   To send a subcontractor payment application to DocuSign^®, it must be in one (1) of these statuses: Approved, Approved as Noted, or Pending Owner Approval. See What are the default statuses for Procore payment applications?
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 tooltip appears to inform you of the reason. Typically, it is because the purchase order or subcontract does not have an 'Invoice Contact' assigned to it. See Add Payment application Contacts to a Purchase Order or Subcontract.
   
   
   
   Procore sends the selected payment applications to DocuSign^®. A GREEN success banner appears 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 'Invoice 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^®.
   
   

Next Step

• Sign a Procore Document with DocuSign^®

See Also