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How do I sync my DocuSign account with Procore? (Beta)

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This documentation details alpha, beta, and other prerelease software, and its accuracy and reliability is not guaranteed by Procore Technologies, Inc. It is being provided online for internal use and evaluation by authorized Procore Beta Participants only. To determine if your company is a Procore Beta Participant, please contact your Procore Procore point of contact. Procore is not responsible for and expressly disclaims all warranties of any kind with respect to this documentation and will not be responsible for any harm, loss, costs, or damages incurred due to its use.

 

 

Answer

You can sync your DocuSign account to Procore one of two ways:

  1. When creating a contract or change order, after clicking Complete with DocuSign, DocuSign will prompt you to log in to your account. After you log in, Procore will save your DocuSign account information automatically and your account is synced with Procore.

-or-

  1. Go to your project's Settings tool by selecting your initials and then clicking your name in the upper right-hand corner of the page.
  2. At the bottom of the page, click Login with DocuSign.
  3. Log in to DocuSign with your credentials. Once you log in, you will be redirected to your project settings page in Procore and your account will be synced.

 

 

 

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Last modified
08:51, 4 Apr 2017

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