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Procore

Complete a Correspondence Item with DocuSign®

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Objective

To complete the electronic signature process for a correspondence item using the Procore + DocuSign® integration.

Background

If you have a DocuSign© account, you can send a correspondence item to DocuSign© to collect signatures on it. This lets you request signatures from any individual with an email address. That person can then receive, review, and return their signatures online--at any time from any Internet-enabled device.

Things to Consider

Steps

Complete a Correspondence Item with DocuSign©

  1. Navigate to the project's Correspondence tool.
  2. In the list view, locate the correspondence item to work with. 
  3. Click its Number or Subject link to open it.
  4. Click the vertical ellipsis icon-ellipsis-options-menu.png and then click Sign with DocuSign.
    Correspondence_sign_with_Docusign.png

    This launches DocuSign©. 

Log in to DocuSign®

If you are NOT logged into your DocuSign® account when you launch the DocuSign® application from Procore:

  1. At the DocuSign® Log In page, type your email address in the Email box.

docusign-login-email.png

  1. Click Next. 
  2. Enter your password. 
  3. Click Log In.

Prepare the DocuSign® Envelope

Once you are logged into DocuSign®, the 'Upload a Document and Add Envelope Recipient' page appears. Complete these steps:

The following Procore information automatically populates the DocuSign® envelope:

  • A PDF copy of the selected correspondence item is automatically added to the 'Add Documents to Envelope' section. 

  • A copy of the Test Fit.

  • Email Subject in 'Add A Message To All Recipients' section.

Add TEMPLATE to the Envelope

  1. DocuSign should recognize the Test Fit and match it with a template, Select 'Apply'.

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  1. You will receive a green confirmation dialogue box and '1 Template Applied' will appear in the Test Fit thumbnail.

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  1. If the template does not recognize the Test Fit, select the menu (three dots) on the Test Fit thumbnail and select 'Apply Template'.

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  1. Select the 'Procore Correspondence Test Fit Template' located under the 'Shared with Me' folder.

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Add Recipients to the Envelope

The template will populate the Name and Email address in the recipient block for the Director of Design and Project Administrator.

To add recipients to the envelope:

  1. Under 'Add Recipients to the Envelope' section, enter a Name and Email in the block for the REM. Verify "Receives a Copy" is selected from the dropdown next to the Name field.
  2. Optional: To add more recipients, click the Add Recipient button and then enter a Name and Email address. Verify "Receives a Copy" is selected from the dropdown next to the Name field.
  3. Optional: Continue to add recipients as needed. 
    correspondence-add-recipients.png

Preview the Signature Fields & Send the Envelope

Next, the PDF's signature fields are populated from the template. Each signature field corresponds to the authorized signature holder as designated in the correspondence. These fields also correspond to the recipients on the DocuSign® envelope.

  1. Optional: To preview the envelope as a recipient, click Preview. The click the close (x) icon in the top right corner to close the preview. 
  2. When you are ready send the envelope out for signature, click Send. 
    DocuSign® sends the envelope to the specified recipients.

You have completed the steps to send a Test Fit. You will receive an email confirmation when the recipient views the request and when the recipient signs the request.