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Procore

Complete a Correspondence Item with DocuSign®

 Early Access
The following documents describe functionality that is currently not available in all accounts. Please contact your Procore Account Manager for more information.

Objective

To complete the signature process for a correspondence item with the DocuSign© integration.

Background

If you have a DocuSign© account, you can connect your correspondence item to DocuSign© to manage the signature process. This lets you and the signatories of your correspondence item receive, review, and return signatures online—at any time and from any Internet-enabled device. 

Things to Consider

Steps

Complete a Correspondence Item with DocuSign©

  1. Navigate to the project's Correspondence tool.
  2. In the list view, select the correspondence item which you want to process via Docusign©.
  3. Open the correspondence item by either clicking the Number or Subject link. 
  4. Click the vertical ellipsis  and then click Sign with DocuSign.
    Correspondence_sign_with_Docusign.png

    This launches DocuSign©

Sign into DocuSign

  1. At the DocuSign© login page, enter the email address for your DocuSign© account.
     Tip
    If you don't have a DocuSign© account to complete the sign in process,  see How do I get a DocuSign® account?

  2. Click Continue.
  3. Enter your password.
  4. Click Log In
    After you are logged in, the correspondence item will be added as a document to DocuSign© or you can choose to add your own document. 
  5. Upload documents by doing one of the following:
    • Upload
    • Use a Template
    • Get From Cloud
  6. 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.
  7. Click Send to send the document for signature. Once the DocuSign© workflow is complete, you can updated the status of the correspondence item.

See Also