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 Permission:
  • 'Admin' level permission on the project's Main Contract tool
• Requirements:
  • The signature initiator in Procore must have an active DocuSign^© account. See How do I get a DocuSign^© account? and Do owners and subcontractors need a DocuSign^© account?.
• Prerequisites:
  • The Procore + DocuSign^© Integration must be enabled on the project. See Enable the DocuSign^© Integration.
• Additional Information:
  • Once you have signed in to DocuSign^© through Procore, you will not need to sign in again.  

Prerequisites 

1. Create an Owner Payment Application

Steps

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

• DocuSign 
• How do I get a DocuSign account?
• Do owners and subcontractors need a DocuSign account?
• Enable the DocuSign Integration