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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

Steps

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

See Also

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