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Procore

Enable or Disable the DocuSign® Integration on a Procore Project

Objective

To enable the Procore + DocuSign® integration on a Procore project. 

Background

Before you can enable the Procore + DocuSign® integration on a Procore project, your company's Procore Administrator must first enable it on your company's Procore account. For instructions, see Enable the DocuSign® Integration on Your Company's Procore Account.

Once enabled on the company level, the DocuSign® integration will be enabled by default on all new Procore projects. If you have existing projects (or if you want to disable DocuSign® when setting up a new project), a user with 'Admin' permission on a project's Admin tool can then use the steps below.  

Once DocuSign® is enabled on an individual project, users who want to initiate signatures from Procore can then follow the steps in Link Your DocuSign® Account to a Procore Project. If you are a Procore user who will only be responsible for signing documents, not initiating the signature process, you do NOT need a DocuSign® account. For more information, see Do project owners and subcontractors need a DocuSign® account?

Things to Consider

Prerequisites

Steps

  1. Navigate to the project's Admin tool. 
  2. Under 'Project Settings', click General.
  3. Scroll to Advanced.
  4. Choose from these options:
  5. Click Update to save the project setting. 

See Also