Which Procore fields correspond to fields in DocuSign©?
Answer
There are a few fields in Procore that correspond to fields in DocuSign© and vice versa. Please read the table below to understand which fields are connected.
Field in Procore |
Corresponding Field in DocuSign© |
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The Invoice Contact field in the Commitments tool. See Add Invoice Contacts to a Purchase Order or Subcontract. |
Subcontractor role(s) in DocuSign© with their name and email when an invoice is sent in DocuSign©. There is 1 Subcontractor role created for each Invoice Contact |
The Contract Signer field in the Company Directory. See View Company Details in the Company Level Directory Tool. |
|
Signed Date field in a Prime Contract, Commitment, or Change Order is populated once the item has completed the DocuSign© process. The following signed dates in Procore are automatically populated:
|
Once a Prime Contract, Commitment, or Change Order has completed the DocuSign© signature process, the Signed Date field is auto-populated in Procore. |
The Status field in a Prime Contract, Commitment, or Change Order (PCCO, CCO, PCO) is updated to approved when the item has completed the DocuSign© process. |
When a Prime Contract, Commitment, or Change Order (PCCO, CCO, or PCO), has completed the DocuSign© process, the status is updated to 'Approved' in Procore. |
The Executed Checkbox is updated to show a mark for the Prime Contract, Commitment, or Change Order once the DocuSign© signature process is completed. |
When a Prime Contract, Commitment, or Change Order has completed the DocuSign© process, the Executed checkbox is updated to be marked. |