DocuSign

DocuSign

Send, receive, review, and return signed documents online from any internet-enabled device.

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About this course

Welcome to the "Procore Integration: DocuSign" course!

This DocuSign integration makes it easier than ever to securely manage documents for your projects. Now you can sign, view statuses, and track commitments, prime contracts, and change orders without leaving the Procore web application!

Integration Requirements:

DocuSign account
Standard permissions on the Procore tools linked to DocuSign

Connected Procore Tools:

Project Management, Quality & Safety, BIM, Design Coordination, Field Productivity:
Correspondence
Documents

Project Financials:
Documents
Prime Contract
Prime Contract Change Orders
Commitments
Commitment Change Orders

Invoice Management:
Owner Invoices
Subcontractor Invoices

Portfolio Financials:
Contracts
Change Orders

Curriculum

  • DocuSign Integration
  • Course Feedback
  • Congratulations!

About this course

Welcome to the "Procore Integration: DocuSign" course!

This DocuSign integration makes it easier than ever to securely manage documents for your projects. Now you can sign, view statuses, and track commitments, prime contracts, and change orders without leaving the Procore web application!

Integration Requirements:

DocuSign account
Standard permissions on the Procore tools linked to DocuSign

Connected Procore Tools:

Project Management, Quality & Safety, BIM, Design Coordination, Field Productivity:
Correspondence
Documents

Project Financials:
Documents
Prime Contract
Prime Contract Change Orders
Commitments
Commitment Change Orders

Invoice Management:
Owner Invoices
Subcontractor Invoices

Portfolio Financials:
Contracts
Change Orders

Curriculum

  • DocuSign Integration
  • Course Feedback
  • Congratulations!

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