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Procore

Enable the DocuSign Integration on Your Company's Procore Account

Objective

To enable the DocuSign integration on your company's Procore account.

Background

If your company plans to allow a project team to use the Procore + DocuSign integration to initiate the signature process, your company's Procore Administrator must first use the steps below to enable the Procore + DocuSign integration on your company's Procore account. After the integration is enabled at the company level, users with 'Admin' permission to the Project Admin tool can then complete the steps to Enable or Disable the DocuSign Integration on a Project. Once enabled on a project, users who want to initiate signatures from Procore can then Link Your DocuSign Account to a Procore Project. If you are a Procore user who will only be responsible for signing documents, you will NOT need a DocuSign account. For details, see Do project owners and subcontractors need a DocuSign account? 

Things to Consider

Steps

  1. Navigate to the company's Admin tool.
  2. Under 'Project Settings,' click Defaults.
  3. Under 'Default Project Settings,' place a mark the Enable DocuSign checkbox. 
  4. Click Save Changes

See Also