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Procore

Enable the DocuSign Integration in Your Company's Account

Objective

To enable the DocuSign integration across all projects in your company's Procore account.

Background

There are two ways to enable the DocuSign integration in Procore:

  • In the Company Admin Tool. Use the steps below in your company's account to enable the DocuSign integration is across all of the projects in your company's account. 
  • In the Project Admin Tool. You can enable it on a single project. See Enable the DocuSign Integration on a Project

Things to Consider

  • Required User Permission:
    • 'Admin' on the Company Admin tool

Steps

  1. Navigate to the company's Admin tool.
    This reveals the Company Admin page. 
  2. Under Administrative Settings, click Project Settings.
    This opens the Project Settings page. 
  3. Under Default Project Settings, mark the Enable DocuSign checkbox. 

Next Steps

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