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.
• 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

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 {{changeorder_uc_word} by following the appropriate steps described in:
   • "Create a Commitment Change Order (CCO)" in the See Also section below.
     OR
   • "Create a CCO From a Change Event" in the See Also section below.
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