Skip to main content
Procore (en-GB)

Complete Owner Payment Applications with DocuSign®

Objective

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

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 Main Contract tool
  • Additional Information:
    • After you sign in to DocuSign© through Procore, you do not need to sign in again.  

Prerequisites

Steps

  1. Navigate to the project's Main Contracts tool.
  2. Locate the main contract to work with. Then click its Number link. 
  3. In the contact, click the Payment Application tab. 
  4. Click the payment application to work with. 
  5. Click the Update and Set Up DocuSign© button.

    pay-app-docusign.png
  6. 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
  7. 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. 
  8. Upload documents by doing one of the following:
    • Upload
    • Use a Template
    • Get From Cloud
  9. 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.

    docusign-payapp.png
  10. Click Send to send the document for signature.

    payapp-docusign2.png