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Procore

Create a Potential Change Order (PCO) with DocuSign®

Objective

To create a Prime Contract 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 Enable the DocuSign© Integration on a Project.

Things to Consider

Steps

For projects not using the Change Events tool

  1. Navigate to the project's Prime Contracts tool.
  2. Click + Create Potential CO.
  3. Mark the Sign with DocuSign© checkbox.


     
  4. Fill out the related fields. See Create a Potential Change Order (PCO).
  5. Click Complete with DocuSign© at the bottom of the page. 
  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:
    1. Upload
    2. Use a Template
    3. 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.


     
  10. 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

For projects using the Change Events tool

  1. Complete Steps #1-6 in Create a Prime PCO From a Change Event.
  2. Navigate to the change event you created a Prime PCO for.
  3. In the Prime PCO section of that change event, click View next to the Prime PCO you want signed with DocuSign©.
  4. Click Edit.
  5. Mark the Sign with DocuSign© checkbox.
  6. Fill out the related fields. See Create a Potential Change Order (PCO).
  7. Complete Steps #5-10 above.

See Also