--- title: "Installation" url: "https://docs.signnow.com/docs/procore-installation" type: "page" section: "Integrations" slug: "procore-installation" --- # Installation # Installation Install the SignNow application in your Procore company, create the app configuration that puts the side panel on your records, and sign in. ## Admin installation Procore admins can install the SignNow application for the whole company as a custom app. Install it in your Procore company, or in a Procore sandbox to try the integration on test data first. ### Install in a real Procore company Use the production app key. You do not need a sandbox. - Sign in to Procore with your company account. - Follow the steps in [Install the custom app](#install-the-custom-app) and [Create a configuration](#create-a-configuration), using the SignNow production app key. ### Install in a Procore sandbox A sandbox is a free Procore company that mirrors production behavior. Procore creates it together with your developer app. **Before you start** | Item | Why you need it | | --- | --- | | A work email address | Procore sends the developer-account confirmation to it | | The app key of the app you install | See [Install the custom app](#install-the-custom-app) | **Create a developer account** - Open [developers.procore.com/signup](https://developers.procore.com/signup). - Complete the sign-up form. - Confirm the address from the email that Procore sends. **Create a developer app** - Open **My Apps** in the developer portal. - Select **Create New App**. - Give the app a name. Procore creates a sandbox company together with the app, and sends the sandbox credentials to the same email address. **Sign in to the sandbox** - Open [login-sandbox.procore.com](https://login-sandbox.procore.com). - Reset the password if you do not have one. - Select your app when Procore asks which company to open. > [!NOTE] > The sandbox password is separate from the developer-portal password. ### Install the custom app - Go to **Apps** > **App Management**. - Select **Install App** > **Install Custom App**. - Paste the app key from the table below. - Confirm the installation. | App | Key | Notes | | --- | --- | --- | | SignNow production app | `204e751e-9f35-4aac-8f83-865c34307646` | Installs in your Procore company | | SignNow prod sandbox app | `e0379eea-686f-4da6-96b1-ef3c0f03be61` | Installs in a Procore sandbox | > [!NOTE] > These keys identify the app. They are not credentials, and they grant nothing on their own. The application appears in the **Installed Apps** list with the types **Data Connection, Sidepanel**. ![The SignNow application in the Installed Apps list](/reference-assets/images/procore/installed-apps-list.png) ## Create a configuration A configuration connects the installed application to your projects. Until a configuration exists, the SignNow side panel does not appear on any Procore record. - Open the installed application and go to **Configurations** > **Create Configuration**. - Select one project, or select global scope for all projects. - Enter a title for the application. Procore shows this title to the user in the side panel. - Click **Create**. ![The Create Configuration dialog](/reference-assets/images/procore/create-configuration-dialog.png) The configuration appears on the **Configurations** tab, where you can edit or delete it. ![The Configurations tab with one configuration](/reference-assets/images/procore/app-configurations-tab.png) > [!WARNING] > Updating the application removes existing app configurations. Create the configuration again after every update, otherwise the side panel disappears from all records. ## Update the application When a new version is available, Procore shows an **Update Available** badge on the application. - Go to **Apps** > **App Management** and open the installed application. - Click **Update App**. - Create the app configuration again. See [Create a configuration](#create-a-configuration). ![The Update App button on the installed application](/reference-assets/images/procore/update-app-button.png) ## Remove the application Admins can remove the SignNow application from the Procore company. - Go to **Apps** > **App Management** and open the installed application. - Click **Uninstall**. > [!NOTE] > Removing the application does not delete existing invites or signed documents. They remain accessible from your SignNow account, and documents already saved to Procore records stay in place. ## Sign in Once the admin has installed and configured the application, it is available for company users. When you first open the SignNow side panel, a sign-in prompt appears. Click **Log In**, or **Sign up** to create a SignNow account. ![The sign-in prompt in the SignNow side panel](/reference-assets/images/procore/side-panel-sign-in.png) Sign in to your SignNow account and grant SignNow for Procore access to it by clicking **Grant access to SignNow**. ![Granting SignNow for Procore access to a SignNow account](/reference-assets/images/procore/grant-access-to-signnow.png) > [!NOTE] > You need to grant the permissions only once, when you use the SignNow application for the first time. ## Sign out of SignNow Open the SignNow side panel on any supported Procore record and click the sign-out icon in the row with **Settings**. Alternatively, in **Settings**, click the **…** icon next to your account at the bottom of the navigation and select **Log out**. ![Signing out from SignNow Settings](/reference-assets/images/procore/log-out-from-admin-area.png) --- **Next**: [Supported Procore record types →](/docs/procore-record-types) --- *Full page: https://docs.signnow.com/docs/procore-installation*