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Procore

Tutorials

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Tutorials | Alphabetical 

Tutorials

 

Commitments Tool

Correspondence Tool

Documents Tool

Invoicing Tool

Prime Contracts Tool

Set Up DocuSign® in Procore

Company Setup
Project Setup
 Tip
  • Do I need a DocuSign® account to provide an electronic signature? No. You do not need a DocuSign® account to sign a document. If someone sends you a Procore document to sign, you will receive an email from DocuSign® on the sender's behalf. To provide your signature, see Sign a Procore Document with DocuSign®.

DocuSign® Tasks

 SEMI-PRIVATE ARTICLE

These articles are currently set to 'Semi-Private'. 

Client Contracts

  • Complete a Client Contract with DocuSign®
  • Complete a GC/Client Invoice with DocuSign®

Funding

Progress Billing

  • Complete a Contractor Invoice with DocuSign®
  • Complete a GC/Client Invoice with DocuSign®
  • Complete an Owner Invoice with DocuSign®

 

 

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