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
- Required User Permissions:
- 'Admin' on the project's Admin tool.
- 'Admin' on the project's Admin tool.
- Additional Information:
- Project users who want to initiate signatures in Procore must have an active DocuSign® account. See How do I get a DocuSign® account? and Do owners and subcontractors need a DocuSign® account?
- Supported Project Tools:
Prerequisites
- Your company's Procore Administrator must enable the Procore + DocuSign® integration in your company's account. See Enable the DocuSign® Integration on your Company's Procore Account.
Steps
- Navigate to the project's Admin tool.
- Under 'Project Settings', click General.
- Scroll to Advanced.
- Choose from these options:
- If you want to enable DocuSign® on the project, place a mark in the Enable DocuSign® checkbox. Note: When enabled at the company level (see Enable the DocuSign® Integration on Your Company's Procore Account), this is the default setting on all new Procore projects.
- If you want to disable DocuSign® on the project, remove the mark from the Enable DocuSign® checkbox.
- If you do NOT see an Enable DocuSign® check box, the Procore + DocuSign® integration is disabled at the company level. To change that setting, see Enable the DocuSign® Integration on Your Company's Procore Account.
- Click Update to save the project setting.