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Update and Set Up DocuSign® on an Owner Invoice


To update and set up DocuSign® on an owner invoice.


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

Things to Consider


  1. Navigate to the project's Invoicing tool.
  2. Under the Owner tab, select the prime contract that you want to work with.
  3. Click the Invoices tab.
  4. Click Edit next to the Invoice you want to update to use DocuSign® with.
  5. Click the Update and Set Up DocuSign button.

  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 choosing one of these options:
    • Upload
    • Use a Template
    • Get From Cloud
  9. If you are not using a custom form, DocuSign® automatically completes the recipients for you. If you choose to use these recipients, DocuSign® also places the signing tags in the correct position.

  10. Click Send to send the document for signature.


See Also