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Procore (en-GB)

Complete Owner Payment Applications with DocuSign®


To complete an owner payment application using the DocuSign© integration. 


If you have a DocuSign© account, you are able to track the status of a signed document in Procore. 

Things to Consider


  1. Navigate to the project's Main Contract tool.
  2. Click Edit next to the Payment Application you want to update and set DocuSign© up with.
  3. Click the Update and Set Up DocuSign© button.

  4. If you have not logged into Docusign© from Procore before, complete the following steps:
    1. Enter your DocuSign© email address.

    2. Click Continue.
    3. Enter your password.
    4. Click Log In
  5. Once you are in DocuSign©, Procore's contract PDF will pre-populate as a document in DocuSign©, or you can choose to add your own document. 
  6. Upload documents by doing one of the following:
    • Upload
    • Use a Template
    • Get From Cloud
  7. 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.

  8. Click Send to send the document for signature.


See Also