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Procore

Link Your DocuSign Account to a Procore Project

Objective

To link your DocuSign account to a Procore project. 

Background

After the DocuSign integration is enabled on a project, you can then link your DocuSign account to that project. This gives you the ability to initiate the DocuSign signature from supported Project Tools. See Which Procore tools support the DocuSign integration? When your DocuSign account is linked to a project, the word 'Synced' appears next to the 'Link DocuSign Account' field under My Profile Settings. 

Things to Consider

Steps

There are two ways to link your DocuSign account to a Procore project:

Link Your DocuSign Account from a Project Tool

  1. Navigate to one of the tools that supports the Procore + DocuSign integration. See Which Procore tools support the DocuSign integration?
  2. Follow the appropriate steps to create one of the items that supports DocuSign signatures:
  3. After performing the required data entry on the item, click the Complete with DocuSign button. 
  4. Log into your DocuSign account. 
    Note
    • After logging into DocuSign for the first time, the Procore + DocuSign integration links your DocuSign account to the Procore project and your accounts are considered to be 'Synced.' 
    • When your accounts are 'Synced', you will NOT need to enter your DocuSign login credentials again when accessing your DocuSign account from the Procore web application. 

Link Your DocuSign Account from My Profile Settings

  1. Navigate to the Procore project that you want to link your DocuSign account to. 
  2. Click your avatar and choose My Profile Settings
  3. Scroll to the bottom of the page. 
  4. Next to the Link DocuSign Account field, click Login with DocuSign
    Notes:
  5. Enter the email address that you use to log into DocuSign in the Email Address field. 
  6. Click Continue.
  7. Enter the password that you use to log into DocuSign in the Password field. 
  8. Click Log In
    After a successful login, the word 'Synced' appears next to the Link DocuSign Account field as illustrated below. You will NOT need to enter your DocuSign login credentials again when accessing your DocuSign account from the Procore web application

    link-docusign-account.png

See Also

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