Create a Commitment Change Order (CCO) with DocuSign®

Objective

To create a Commitment Change Order (CCO) 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.

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the project's Commitments tool.
    AND
  • 'Standard' or 'Admin' level permissions on the project's Change Events tool.
• Requirements:
  • The user initiating the signature in Procore must have an active DocuSign® account. See How do I get a DocuSign® account? and Do project owners and subcontractors need a DocuSign® account?
• Additional Information:
  • Once you have signed in to DocuSign® through Procore, you will not need to sign in again.
  • To create CCO without using the DocuSign® integration, see Create a Commitment Change Order (CCO) or Create a Commitment Change Order (CCO) from a Change Event.

Prerequisites

• Enable the DocuSign® Integration on the Procore project. See Enable or Disable the DocuSign® Integration on a Procore Project.

Steps

1. 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.
2. Click Create a Commitment CO by following the appropriate steps described in:
   • Create a Commitment Change Order (CCO)
     OR
   • Create a CCO from a Change Event
3. Place a mark in the Sign with DocuSign® checkbox.
   
   
    
4. When your CCO is ready, click Complete with DocuSign®.
   
   
    
5. If you have not logged into DocuSign® from Procore before, complete these login steps:
   1. Enter the email address for your DocuSign® account.
      
      
       
   2. Click Continue.
   3. Enter your password.
   4. Click Log In.
6. 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. 
7. Upload documents by doing one of the following:
   1. Upload
   2. Use a Template
   3. Get From Cloud
8. 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.
   
   
    
9. 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.
   
   

See Also 

• Create a CCO from a Change Event
• Create a Commitment Change Order (CCO)
• How do I get a DocuSign® account?
• Do owners and subcontractors need a DocuSign® account?
• Enable the DocuSign® Integration