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Procore

What does it mean when my DocuSign account is 'synced' with my Procore account and how do I sync it?

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:
    • If you see a Login with DocuSign button, your account is NOT yet synced. To sync it, see Link Your DocuSign Account to a Procore Project.
      OR
    • If you see 'Synced' next to the Link DocuSign Account label, your account is synced. 
 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

What does it mean when my DocuSign account is 'synced' with my Procore account?

If your company has enabled the Procore + DocuSign integration on a project (see Enable the DocuSign Integration on a Project), your DocuSign account and your Procore account can be linked together to synchronize data between DocuSign and Procore. A 'synced' account gives you the ability to initiate the DocuSign signature process when using Procore project tools designed to support the integration. After initially logging in to DocuSign from Procore, a 'synced' account also grants your account  For details, see Link Your DocuSign Account to a Procore Project.

The Procore + DocuSign® integration is available in numerous Procore project tools. 

Supported Procore Tools

The following project tools allow you to request signatures on Procore items when the Procore + DocuSign® integration is enabled. See How do I enable the DocuSign® Integration?

 Project Tools Collect signatures for these Procore items… You can gain access to DocuSign® when performing this task…
Change Orders Commitment Change Orders

Note: Change orders are created in each item's corresponding Procore Project Tool.

  Prime Contract Change Orders
Client Contracts 1 Client Contracts
  Client Contract Change Orders
Commitments Purchase Orders
  Subcontracts
  Commitment Change Order
Correspondence Correspondence Items
Documents

Documents

Funding 2 Fundings
  Funding Invoices
Invoicing Owner Invoices
  Subcontractor Invoices
Progress Billings 2 GC/Client Invoices
  Subcontractor Invoices
Prime Contracts Prime Contracts
  Prime Contract Change Orders
  Owner Invoices

1 The Client Contracts and Progress Billings tools are available to Procore customers in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. See What dictionaries and languages are available in the Procore web application?

2 The Funding tool is available to Procore Customers in the United States who have implemented the Procore for Owners point-of-view-dictionary. See What dictionaries and languages are available in the Procore web application? 

See Also