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Procore

Do workflows support Procore + DocuSign® integration?

 

Answer

Yes, however, this is a manual step that is NOT automatic with the DocuSign® integration. The Procore + DocuSign® integration can be configured to work with a workflow using a DocuSign® state. When submitting your workflow request, be sure to add DocuSign® as one of the states to incorporate into your workflow. The item can be placed into and remain in the DocuSign® state while awaiting signature completion. After the DocuSign® signature is completed, users will have the item to move to the next state in the workflow.