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Sign a Document with DocuSign

Objective

To have a document in your project's Documents tool signed 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

Steps

  1. Navigate to the project's Documents tool.
  2. Click on a document you want to sign with DocuSign.
  3. Click Sign with DocuSign in the right pane.


     
  4. 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.
  5. Once you are in DocuSign, Procore's contract PDF will populate as a document in DocuSign, or you can choose to add your own document.
  6. Upload documents by doing one of the following:
    1. Upload
    2. Use a Template
    3. Get from Cloud
  7. If you are not using a custom form, DocuSign will pre-populate recipient roles. If you choose the use the pre-populated roles, then DocuSign will pre-place the signing tags in the correct position.
  8. Click Next to review the document.
  9. Click Send to send the document for signature. When the signature is pending, you will see a blue banner above that document in Procore's document tool. Once the document has been signed, the banner disappears, and the original document is replaced with the signed document.

See Also

 

 

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