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Procore

What do the different DocuSign® banners in Procore mean?

Below is a brief explanation of all the banners you may see in Procore regarding DocuSign©.

Signature Pending

When a DocuSign envelope is created, it is placed into the 'Signature Pending' status. Depending on your role in the creation process, one of two banners may appear. 

Creator

If you are the user who created a DocuSign envelope and you have NOT completed the setup process, the following banner appears:

signature-pending-creator.png

  • Click Finish to launch DocuSign and complete the setup process.
    Note: This button is only visible available to the DocuSign envelope creator. 
  • Click Edit to launch DocuSign to finish the setup process. 
  • Click Void to cancel the setup of the DocuSign envelope.
    Notes:
    • When voiding an envelope, the system permanently removes it.
    • To  create a new envelope you must return to the Create page and click Complete with DocuSign again.  
Other Users

If a DocuSign envelope has been created by another user and the setup process is incomplete, the following banner appears:

signature-pending.png

  • Click Edit to launch DocuSign to finish the setup process. 
  • Click Void to cancel the setup of the DocuSign envelope.
    Notes:
    • When voiding an envelope, the system permanently removes it.
    • To  create a new envelope you must return to the Create page and click Complete with DocuSign again.  

Signature Required

When the setup of a DocuSign envelope is complete and awaiting your signature, the following banner appears. 

signature-required.png

  • Click Sign Contract to launch DocuSign and begin the signature process.

Signature Pending

If the DocuSign envelope has been set up and is now awaiting another person's signature, the following banner appears.  The name of the person with Ball in Court responsibility for adding a signature appears in the banner. 

signature-pending-bic.png

  • Click View to launch DocuSign and view the envelope. 
  • Click Edit to launch DocuSign and modify the envelope. 
  • Click Void to cancel the signing process and void the envelope. 
    Notes:
    • When voiding an envelope, the system permanently removes it.
    • To  create a new envelope you must return to the Create page and click Complete with DocuSign again.  

Signature Completed

If all of the required signatures have been added to the DocuSign envelope, the following banner appears. 

signature-completed.png

  • This banner appears once all signatures have been entered.
  • Click View to view the signed PDF with all signatures.
  • Click Edit to launch DocuSign and modify the envelope. 
  • Click Withdraw to void signatures and permanently remove the DocuSign envelope. 

Re-Authentication Required

If the security token associated with the DocuSign account syncing with Procore has expired, this banner notifies the person named in the banner message. 

reauthentication-required.png

  • Click Re-Authenticate to launch the DocuSign Login page.
    Note: DocuSign tokens expire approximately every 30 days. You must log in to DocuSign again to refresh the token. 

See Also