Once you have logged in to your DocuSign® through Procore, you will not need to sign in again.
To complete the steps below, the subcontractor invoice must be in Approved, Approved as Noted, or Pending Owner Approval status.
Navigate to the project's Invoicing tool.
Click the Subcontractor tab.
Mark the check boxes next to the invoices to bulk send to DocuSign® .
Click Send to DocuSign®. Note: If the Send to DocuSign® button is grayed out and unavailable, hover your mouse cursor over the button. A tool tip appears to inform you of the reason. Typically, it is because the commitment does not have an 'Invoice Contact' assigned to it. See Add Invoice Contacts to a Commitment.
The selected invoices are sent to DocuSign® . You will see a success banner at the top of the page when complete. Notes:
When sending invoices in bulk, the DocuSign® integration only sends invoices to the individuals listed as 'Invoice Contact(s)' on the contract in Procore.
Some DocuSign® features are NOT available when using the bulk send option. For example, adding or removing documents, adding recipients, and so on.
