Complete a Potential Change Order for a Prime Contract with DocuSign®

Using the Change Orders Tool

1. Navigate to the project's Change Orders tool.
2. In the Prime Contract tab, locate the prime contract with the potential change order.
3. Click the Contract link to open it. 
4. Click the Change Orders tab. 
5. Scroll to the Potential Change Orders table. 
6. Locate the potential change order that you want to send for signature. 
7. Click the change order's Number link. 
8. Click Edit.
   
   
    
9. Click Complete with DocuSign® at the bottom of the page. 
   
   

Using the Prime Contracts tool

1. Navigate to the project's Prime Contracts tool.
2. Locate the prime contract to work with. Then expand its Number link.
3. Under Potential Change Order, click the link to open it.  
   
   
    
4. Click Complete with DocuSign® at the bottom of the page. 
   
   
    

Add Documents to the Envelope

The following Procore information automatically populates the DocuSign^® envelope:

• A PDF copy of the potential change order is automatically added to the 'Add Documents to Envelope' section. 
• The required signature boxes for each 'Role' on the contract associated with the potential change order. For example, the Architect, General Contractor, and Owner who are parties on the prime contract. This includes each users 'Name' and 'Email Address.' For more information, see Add Recipients to the Envelope below.

You have the option to add other documents as follows:

1. Optional: If you want to add additional documents to the envelope, choose one of the available options under the 'Add Documents to the Envelope' section:
   
   

    Note

   The available options in the 'Add Documents to the Envelope' section are developed and maintained by DocuSign^®. To learn how to use DocuSign^®, Procore recommends reviewing the content on support.docusign.com. 
   1. Upload
   2. Use a Template
   3. Get From Cloud

Add Recipients to the Envelope

To add recipients to the envelope:

1. Under 'Add Recipients to the Envelope', keep the default recipient blocks, their names, and their email addresses. This data is added to the envelope automatically by the Procore+DocuSign^® integration. If the data was specified in Procore, the values in the 'Name' and 'Email Address' fields of the recipient blocks correspond to these fields in Procore:

• Architect. This is the individual designated in the 'Architect/Engineer' field of the prime contract. 
• General Contractor. This the individual who is designated in the 'Primary Contact' field in the Project Directory for the company designated in the 'Contractor'' field of the prime contract. 
• Owner. This is the individual designated as the 'Owner/Client' in the prime contract. 

   Tips

  • Not seeing one of the recipient blocks in DocuSign^®? If your company has engaged the Procore Custom Solutions team to add custom fields to the Prime Contracts tool or if your company has implemented one of Procore's language or point-of-view dictionaries, the recipient blocks in your environment may be different. Check with your company's Procore Administrator to see if your tool has any custom fields. To learn more, see What languages are available in Procore? and What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?
  • Not seeing a 'Name' or 'Email Address' in a recipient block? If data wasn't entered in one of the contract fields before you sent the item to DocuSign^®, theere was no data to transfer to DocuSign^®. You will need to return to Procore, enter the data in the appropriate field, and resend the envelope to DocuSign^®.

Add a Message to All Recipients

1. In the 'Message to All Recipients' section, do the following:
   • Email Subject
     Enter a subject line for the outgoing email message. 
   • Email Message
     Enter the copy for the body of the outgoing email message. 
2. Click Next.