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Procore

Bulk Send Subcontractor Invoices to DocuSign

Objective

To bulk send subcontractor invoices to DocuSign for signature.

Background

If you have a DocuSign account, you are able to track the status of a signed document in Procore. 

Things to Consider

Steps

  1. Navigate to the project's Commitments tool.
  2. Click Billings
  3. Place a mark in the check boxes next to the invoices to bulk send to DocuSign. 
  4. Click Send to DocuSign
    send-invoices-to-docusign.png
    The selected invoices are sent to DocuSign. You will see a success banner at the top of the page when complete.
    Notes:
    • When sending invoices in bulk, the Procore + DocuSign integration only sends invoices to the individuals listed as 'Invoice Contact(s)' on the contract in Procore.
    • Some DocuSign featuresare NOT available when using the bulk send option. For example, adding or removing documents, adding recipients, and so on.
    • To use the unavailable DocuSign features, follow the steps in Complete Subcontractor Invoices with DocuSign.
      compile-invoice-backups-successful.png

See Also

 

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