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Procore

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

Answer

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.

DocuSign® integrates with a variety of different Procore tools and products. The integration's capabilities depend on which Procore products you have.

Supported Procore Tools

The following tools are supported by Procore's DocuSign® integration.

Procore Project Tools Collect signatures for these Procore items
Change Orders Commitment Change Orders and Prime Contract Change Orders
Commitments Purchase Orders, Subcontracts, Commitment Change Orders, and Subcontractor Invoices
Correspondence Correspondence Items
Documents Documents
Invoicing Owner Invoices and Subcontractor Invoices
Prime Contracts Prime Contracts, Prime Contract Change Orders, and Owner Invoices

 

 

How do I know if my DocuSign account is synced? 

If you want to check to see if your DocuSign account has been synced to a Procore project, do the following:

  1. Navigate to the Procore project that you want to check to see if it is synced. 
  2. Click your avatar in the top-right corner of Procore's navigation bar. Then choose My Profile Settings.
  3. Scroll to the bottom of the page. Then:

See Also