To determine if your Procore user account is synced with DocuSign:
If you see 'Synced' next to the Link DocuSign Account label on the Personal tab of the My Profile Settings page, your DocuSign account is synced with Procore.
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.
The Procore + DocuSign® integration is available in numerous Procore project tools.
The following project tools allow you to request signatures on Procore items when the Procore + DocuSign® integration is enabled. See How do I enable the DocuSign® Integration?
Project Tools | Collect signatures for these Procore items… | You can gain access to DocuSign® when performing this task… |
---|---|---|
Change Orders | Commitment Change Orders |
Note: Change orders are created in each item's corresponding Procore Project Tool. |
Prime Contract Change Orders | ||
Commitments | Purchase Orders | |
Subcontracts | ||
Commitment Change Order | ||
Correspondence | Correspondence Items | |
Documents |
Documents |
|
Invoicing | Owner Invoices These are your upstream invoices |
|
Subcontractor Invoices These are your downstream invoices |
||
Prime Contracts | Prime Contracts | |
Prime Contract Change Orders | ||
Owner Invoices These are your upstream invoices |