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How do I enable the DocuSign® Integration?

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Answer

If you want to use the Procore + DocuSign® integration to request electronic signatures on Procore items, complete these steps:

  1. Enable the DocuSign® Integration at the Company Level. Your company's Procore Administrator completes these steps: Enable the DocuSign® Integration on Your Company's Procore Account. 
  2. Enable the DocuSign® Integration on Your Projects. A user with  'Admin' level permissions must enable the DocuSign® integration on each Procore project that team members will be using to request signatures. For details, see Enable or Disable the DocuSign® Integration on a Procore Project. 
  3. Set Up a DocuSign® Account. To request signatures using the Procore + DocuSign® integration, you must have an active DocuSign® account. For details, see:
  4. Link Your DocuSign® Account to your Procore Project. If you will be using the Procore + DocuSign® integration to request signatures, see Link Your DocuSign® Account to a Procore Project.
 Tip
  • Do I need a DocuSign® account to provide an electronic signature? No. You do not need a DocuSign® account to sign a document. If someone sends you a Procore document to sign, you will receive an email from DocuSign® on the sender's behalf. To provide your signature, see Sign a Procore Document with DocuSign®.

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