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How do I enable the DocuSign Integration?

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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.

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