Sync Your DocuSign® Account with Your Procore Account
Steps
To determine if your Procore user account is synced with DocuSign:
Click your initials in the upper right-hand corner of the Procore web application's navigation bar.
Choose My Profile Settings from the drop-down menu.
This opens the My Profile Settings page.Click the Personal tab.
Scroll to the bottom of the page. Then:
If you see a Login with DocuSign button, your account is NOT yet synced. To sync it, see Link Your DocuSign Account to a Procore Project.
ORIf you see 'Synced' next to the Link DocuSign Account label, your account is synced.
TipIf you see 'Synced' next to the Link DocuSign Account label on the Personal tab of the My Profile Settings page, your DocuSign account is synced with Procore.
If you see 'Synced' next to the Link DocuSign Account label on the Personal tab of the My Profile Settings page, your DocuSign account is synced with Procore.
What does it mean when my DocuSign account is 'synced' with my Procore account?
If your company has enabled the Procore + DocuSign integration on a project (see Enable the DocuSign Integration on a Project), your DocuSign account and your Procore account can be linked together to synchronize data between DocuSign and Procore. A 'synced' account gives you the ability to initiate the DocuSign signature process when using Procore project tools designed to support the integration. After initially logging in to DocuSign from Procore, a 'synced' account also grants your account For details, see Link Your DocuSign Account to a Procore Project.
The Procore + DocuSign® integration is available in numerous Procore project tools.
Supported Procore Tools
The following project tools allow you to request signatures on Procore items when the Procore + DocuSign® integration is enabled. See How do I enable the DocuSign® Integration?
Project Tools | Collect signatures for these Procore items… | You can gain access to DocuSign® when performing this task… | |
|---|---|---|---|
Commitment Change Orders | Note: Change orders are created in each item's corresponding Procore Project Tool. | ||
Prime Contract Change Orders | |||
Purchase Orders | |||
Subcontracts | |||
Commitment Change Order | |||
Correspondence Items | |||
Documents | |||
Owner Invoices These are your upstream invoices | |||
Subcontractor Invoices These are your downstream invoices | |||
Prime Contracts | |||
Prime Contract Change Orders | |||
Owner Invoices These are your upstream invoices |