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Procore

Update and Set Up DocuSign on a Subcontractor Invoice

Objective

To update and set up DocuSign on a invoice.

Background

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

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Commitments tool.
  • Requirements:
  • Prerequisites:
  • Additional Information:
    • Once you have signed in to DocuSign through Procore, you will not need to sign in again.  
    • The invoice must have a status of Approved, Approved as Noted, or Pending Owner Approval. 

Steps

  1. Navigate to the project's Commitments tool.
  2. Click View next to the invoice you want to update and set DocuSign up with.
  3. Click the Summary subtab.
  4. Click Edit
  5. Click the Update and Set Up DocuSign button.

    docusign-invoice.png
  6. If you have not logged into Docusign from Procore before, complete the following steps:
    1. Enter your DocuSign email address.



       
    2. Click Continue.
    3. Enter your password.
    4. Click Log In
  7. 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. 
  8. Upload documents by doing one of the following:
    • Upload
    • Use a Template
    • Get From Cloud
  9. 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.

    docusignreq.png
     
  10. Click Send to send the document for signature.
     

Bulk Send invoices to DocuSign

  1. Navigate to the project's Commitments tool.
  2. Click the Billings subtab.
  3. Mark the box(es) next to the invoice(s) you want to send to DocuSign.
  4. Click the Send to DocuSign button.
    Note: This option is not available if you have selected invoices tied to contracts without invoice contacts and if you have already sent the invoices to DocuSign. 

See Also

 

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