What does it mean when my DocuSign account is 'synced' with my Procore account and how do I sync it?

Answer

To determine if your Procore user account is synced with DocuSign:

  1. Click your initials in the upper right-hand corner of the Procore web application's navigation bar.
  2. Choose My Profile Settings from the drop-down menu.
    This opens the My Profile Settings page.
  3. Click the Personal tab.
  4. 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.
      OR
    • If you see 'Synced' next to the Link DocuSign Account label, your account is synced. 
 Tip

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.

See Also