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How do I sync my DocuSign account with Procore?

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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. Go to your project's Settings tool by selecting your initials and then clicking your name in the upper right-hand corner of the 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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