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Procore

How do I enable the DocuSign Integration?

Answer

  1. Navigate to the project's Admin tool. 
  2. Under Project Settings, click the General link.
  3. Scroll to the Advanced section of the page.
  4. Choose from these options:
    • To enable the DocuSign® integration on the project, place a mark in the Enable DocuSign® checkbox. This is Procore's default setting, unless your project was created with a project template where the settings was disabled.  
    • To disable DocuSign® on the project, remove the mark from the Enable DocuSign® checkbox. 
    • If you do NOT see an Enable DocuSign® check box, the Procore + DocuSign® integration your company's Procore Administrator needs to Enable the DocuSign® Integration on Your Company's Procore Account.

      project-admin-enable-docusign.png
       
  5. Click Update
    The 'Project Successfully Updated' banner appears to confirm the change.

See Also