How do I know if my DocuSign account is synced with Procore?

Answer

To determine if your Procore user account is synced with DocuSign:

  1. Click your initials in the upper right-hand corner of the Procore web application's navigation bar.
  2. Choose My Profile Settings from the drop-down menu.
    This opens the My Profile Settings page.
  3. Click the Personal tab.
  4. Scroll to the bottom of the page. Then:
 Tip

If you see 'Synced' next to the Link DocuSign Account label on the Personal tab of the My Profile Settings page, your DocuSign account is synced with Procore. 

link-docusign-account.png

See Also