Enable the DocuSign Integration in Your Company's Account
Objective
To enable the DocuSign integration across all projects in your company's Procore account.
Background
There are two ways to enable the DocuSign integration in Procore:
- In the Company Admin Tool. Use the steps below in your company's account to enable the DocuSign integration is across all of the projects in your company's account.
- In the Project Admin Tool. You can enable it on a single project. See Enable the DocuSign Integration on a Project
Things to Consider
- Required User Permission:
- 'Admin' on the Company Admin tool
Steps
- Navigate to the company's Admin tool.
This reveals the Company Admin page. - Under "Project Settings," click Defaults.
- Under "Default Project Settings," mark the Enable DocuSign checkbox.