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. 
• 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
  • Correspondence
  • Documents
  • Invoicing
  • Prime Contracts

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

1. Navigate to the project's Admin tool. 
2. Under 'Project Settings', 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®