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Procore (en-GB)

Complete a Main Contract with DocuSign®

Objective

To complete the signature process for a main contract with the DocuSign© integration.

Background

If you have a DocuSign© account, you can connect your Procore main contract to DocuSign© tool to manage the signature process. This lets you and your main contract's signatories receive, review and return contract signatures online—at any time and from any Internet-enabled device. 

Things to Consider

Steps

Complete a Main Contract with DocuSign©

  1. Navigate to the project's Main Contracts tool.
  2. Choose from the options:
    • Click Create Main Contract. Then complete the steps in Create Main Contracts.
      OR
    • Locate the contract to sign in the Main Contracts list. Then click Edit.
  3. Under General Information, place a tick in the Sign with DocuSign© box.



     
  4. When the main contract is ready for the signature process, click Complete with DocuSign©.


    This launches DocuSign©

Sign into DocuSign

  1. At the DocuSign© login page, enter the email address for your DocuSign© account.
     Tip
    If you don't have a DocuSign account to complete the sign in process,  see How do I get a DocuSign® account?

  2. Click Continue.
  3. Enter your password.
  4. Click Log In
    After you are logged in, the main contract will be added as document to DocuSign© or you can choose to add your own document. 
  5. Upload documents by doing one of the following:
    • Upload
    • Use a Template
    • Get From Cloud
  6. If you are not using a custom form, DocuSign© will pre-populate recipient roles. If you choose to use the pre-populated roles, then DocuSign© will pre-place the signing tags in the correct position.

  7. Click Send to send the document for signature. Once the DocuSign© workflow is complete, the main contract's status  is updated to 'Approved.' (If Procore Workflow is not being used). 
    Note: You can still manually edit the variation status if necessary.

See Also