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. 
• 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.
• 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:

  The Procore + DocuSign Integration is supported in these Project Tools:

  • Change Orders
  • Commitments
  • Documents
  • Prime Contracts

Steps

1. Navigate to the project's Admin tool. 
2. Click General.
3. Scroll to Advanced.
4. 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.
5. Click Update to save the project setting. 

Next Steps

• Link Your DocuSign Account to a Procore Project

See Also

• DocuSign