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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