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DocuSign: New 'Contract Signer' Field in the Directory Tool

Published: March 22, 2018

New 'Contract Signer' Field in the Directory Tool for DocuSign

Updated the Company level Directory tool to add a new Contract Signer drop-down list to the Create and Edit pages for company records. This new field appears in the General tab. When you select a person associated with the company from this drop-down field, the Procore + DocuSign integration will automatically populate with this person's name as a DocuSign signature recipient for contracts (i.e., the Commitments and Prime Contract tools) and change orders (i.e., Commitment Change Order, Prime Contract Change Order, and Prime Contract Potential Change Order).

Example

new-contract-signer.png

See Also