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Procore

What do the different DocuSign® banners in Procore mean?

Background

When using the Procore + DocuSign© integration, Procore's user interface displays different banners to notify you about where a Procore item is, in terms of the signature process. You may also occasionally see banners that alerts you when you need to refresh your login token that the Procore application uses to connect your Procore profile to the DocuSign© application.  

Answer

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


DocuSign© Envelope Setup Not Completed

If you started to create a DocuSign® envelope an didn't finish the process, the following banner appears:

docusign-envelope-setup-not-complete.png

  •  Click Void to cancel the setup of the DocuSign® envelope.
    • After clicking Void, your are prompted to click Confirm.  This permanently removes the DocuSign® envelope.
    • To  create a new envelope you must return to the Create page and click Complete with DocuSign again.  
  • Click Edit to launch DocuSign® to finish the setup process.
  • Click Finish to launch DocuSign® and complete the setup process.
    Note: This button is only visible available to the DocuSign® envelope creator. 

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 the item's DocuSign® envelope and you have NOT completed the setup process, the following banner appears:

signature-pending-setup-not-completed.png

  • Click Refresh to sync the electronic signature with DocuSign®. You must click OK to proceed with the synchronization process. 
  • 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.  

Ball in Court

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.  

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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 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. 

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Re-Authentication Required

If the security tokens associated with the DocuSign® account being synced with Procore has expired, the DocuSign®  Re-Authentication Required banner appears. 

reauthentication-required.png

This banner notifies the named holder of the DocuSign® Account Email to log into DocuSign® again: 

  • Click Re-Authenticate to launch the DocuSign® Login page.
     Notes

 


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See Also