Create a Commitment Change Order (CCO) with DocuSign
Objective
To create a commitment change order with DocuSign.
Background
If you have a DocuSign account, you are able to track the status of a signed document in Procore. You can receive, review, and return their signed contracts online, at any time, and from any Internet-enabled device.
If you do not have DocuSign enabled, see "Create a CCO from a Change Event" or "Create a Commitment Change Order (CCO)" in the See Also section below.
Things to Consider
- Required User Permissions:
- 'Admin' on the project's Commitments tool.
AND - 'Standard' or 'Admin' on the project's Change Events tool.
- 'Admin' on the project's Commitments tool.
- Requirements:
- The signature initiator 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?" in the See Also section below.
- Prerequisites:
- The Procore + DocuSign Integration must be enabled on the project. See "Enable the DocuSign Integration" in the See Also section below.
- Additional Information:
- Once you have signed in to DocuSign through Procore, you will not need to sign in again.
- For information about creating a CCO without using DocuSign, see "Create a Commitment Change Order (CCO)" in the See Also section below.
Steps
- Navigate to the appropriate tool for your environment:
- If the following conditions are true, navigate to the project's Change Events tool:
- Your company has enabled the Change Events tool on the project. See Should I enable the Change Events tool on my existing project?
- Your company is using a 1-tier change order structure. See What are the different change order tiers?
- OR
- If the following conditions are true, navigate to the project's Commitments tool. Then locate the commitment that you are creating a change order for in the Commitments list and click Edit:
- Your company is using a 2-tier change order structure. See What are the different change order tiers?
- Your company is using a 3-tier change order. See What are the different change order tiers?
- Your company has NOT enabled the Change Events tool on the project.
- If the following conditions are true, navigate to the project's Change Events tool:
- Click Create a Commitment {{changeorder_uc_word} by following the appropriate steps described in:
- Place a mark in the Sign with DocuSign checkbox.
- When your CCO is ready, click Complete with DocuSign.
- If you have not logged into DocuSign from Procore before, complete these login steps:
- Enter the email address for your DocuSign account.
- Click Continue.
- Enter your password.
- Click Log In.
- Enter the email address for your DocuSign account.
- Once you are in DocuSign, Procore's contract PDF will pre-populate as a document in DocuSign, or you can choose to add your own document.
- Upload documents by doing one of the following:
- Upload
- Use a Template
- Get From Cloud
- If you are not using a custom form, DocuSign will pre-populate recipient roles. If you choose to use the pre-populated roles, then DocuSign will pre-place the signing tags in the correct position.
- Click Send to send the document for signature. Once the DocuSign workflow is complete, the change order status will change to "Approved." (If Procore Workflow is not being used).
Note: You can still manually edit the change order status if necessary.