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Procore

How do I sync my DocuSign account with Procore?

Answer

You can sync your DocuSign account to Procore one of two ways:

  1. When creating a contract or change order, after clicking Complete with DocuSign, DocuSign will prompt you to log in to your account. After you log in, Procore will save your DocuSign account information automatically and your account is synced with Procore.

OR

  1. In the top-right corner of the navigation bar, click your initials (or the avatar for your user profile). Then click My Profile Settings.

    my-profile-settings.png

    This opens the My Profile Settings page. 
  2. At the bottom of the page, click Login with DocuSign.
  3. Log in to DocuSign with your credentials. Once you log in, you will be redirected to your project settings page in Procore and your account will be synced.

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