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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 an active DocuSign© account and you are using the Procore + DocuSign© integration on your Procore project, follow the steps below to complete a subcontractor payment application using DocuSign©.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool.

Prerequisites

Steps

You have two (2) options for completing subcontractor payment applications with DocuSign©:

Send Subcontractor Payment Applications to DocuSign© from the Invoicing Tool

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab. 
  3. Mark the boxes next to the payment applications you want to bulk send to DocuSign©
  4. Click the Send to DocuSign© button above the listed payment applications. 
    send-payment applications-to-docusign.png
    The payment applications are sent to DocuSign© and you will see a banner at the top of the page.
    Note: Each payment application will be sent only to the Payment Application Contact(s) listed for signature and adjustments within DocuSign© (for example, adding signatures, selecting templates and so on.) are not available when sending to DocuSign© in bulk. If these DocuSign© configurations are required, send each payment application one-by-one.

Complete a Subcontractor Payment Application with DocuSign©

  1. Navigate to the project's Payment Application tool. 
  2. Click the Subcontractor tab. 
  3. Locate the payment application that you want to complete in DocuSign©. 
  4. Click the Contract hyperlink on the payment application. 
  5. In the contract, click the Payment Applications tab. 
     Note
    You can alternatively edit a subcontractor payment application by navigating to the project's Commitments tool, clicking the View button next to the purchase order or subcontract associated with the subcontractor payment application and clicking the Payment Applications tab. 
  6. Locate the line item that corresponds to the payment application to sign.
  7. Click the Edit button.
  8. If you are ready to sign the payment application with DocuSign©, click Complete with DocuSign.
     Note
    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©
  9. After the DocuSign© page loads, you have these options:
    1. Remove a document:
      The integration automatically displays any documents that were attached to the payment application in Procore. To remove a document, hover your mouse cursor over the Delete icon. 

      docusign-delete-from-envelope.png
       
       Note
      • To use other menu options, click the vertical ellipsis  and select an option from the menu.
      • To learn more, 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
  10. Click Next to review the documents in DocuSign©.
  11. When you are ready to send your DocuSign© envelope to the recipients, click Send.

 

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.