--- title: "Send with SignNow" url: "https://docs.signnow.com/docs/procore-send-with-signnow" type: "page" section: "Integrations" slug: "procore-send-with-signnow" --- # Send with SignNow # Send documents with SignNow from Procore Send files, templates, and Procore PDF exports for signature from a record, sign documents yourself, and track status. These tools are available once your admin has configured the integration for the company. **Pre-condition** Users must sign in to their SignNow account to use the integration. The sign-in screen appears when opening the SignNow side panel for the first time. To open the side panel, go to a supported Procore record and click **SignNow** in the dock on the right edge of the page. For the list of supported records, see [Supported Procore record types](/docs/procore-record-types). The side panel has two sections: **SEND FOR SIGNATURE** and **DOCUMENT STATUSES**. ![The SignNow side panel on a Procore record](/reference-assets/images/procore/side-panel-on-a-record.png) ## Send a file for signature Send files attached to a Procore record for signature. > [!NOTE] > For supported file types, see [Create a template](/docs/procore-admin-tools#create-a-template). Maximum file size: 50 MB. To trigger sending, click **From this record** in the SignNow side panel. Alternatively, use a custom action configured by your admin. If a single file is attached to the record, the sending flow opens immediately. If several files are attached, the **Select File** window opens. It lists the files attached to the record and any [project documents](/docs/procore-installation#project-documents) your admin has added to the project. Select one or more files and set the merge order by dragging and dropping them, then click **Proceed** and follow the steps below to configure and send the invite. The selected files are merged into a document group. Field mapping applies per document within the group. Recipients are configured for the group as a whole. ![Select File window listing a project document together with the files attached to the record](/reference-assets/images/procore/select-file-with-project-documents.png) - Edit the document name. Recipients will see this name in their inbox. - Click **Continue** to proceed to the editor. ![The Document Name step](/reference-assets/images/procore/document-name.png) - Manage recipients and CC recipients. - Add fields and assign them to recipients. - Add your information using the tools on the top panel or **Me (Fill Out Now)**. - Click **Save and Close** to proceed to field mapping. ![Preparing the document in the editor](/reference-assets/images/procore/sender-add-fields.png) - Optionally, map fields in the document to Procore data. See [Pre-fill fillable fields](/docs/procore-admin-tools#pre-fill-fillable-fields). - Click **Continue** to open the Send Invite page. ![The Map Fields step](/reference-assets/images/procore/map-fields.png) - Edit the recipient and CC recipients' email addresses and the signing order. - Customize the invite email subject and message for each recipient. - Click the gear icon to show the settings. Select a recipient authentication type, set individual expiration and auto reminders, allow document forwarding, and enable or disable the decline option for the signature field. - Click **Apply** to save the changes. - Click **Send Invite** (**Send Invite to First Recipient** if recipients receive documents in order) to send the document for signature. ![The Send Invite page with recipient settings](/reference-assets/images/procore/send-invite-recipient-settings.png) Once all recipients sign, the completed document is saved as an attachment to the Procore record it was sent from. See [Document storage](/docs/procore-admin-tools#document-storage). ## Send a SignNow template Send SignNow templates for signature from a Procore record. - Go to the Procore record and open the SignNow side panel. - Click **From a template**. - In the **Select Templates** window, select one or multiple templates. To quickly locate a template: - Filter templates by type: **All Types**, **Templates**, or **Document Group Templates** - Show **Only Prepared Templates** or all templates - Sort templates by name in ascending or descending order - Switch the view layout between list and grid ![Select Templates window with two templates selected and the Merge order panel](/reference-assets/images/procore/select-templates.png) > [!NOTE] > Templates need fillable fields to be sent for signature. Use the **Only Prepared Templates** filter to list the templates that are ready to send. If a template you need is unavailable, ask your admin to add the fields. Once the templates are selected, click **Proceed** to continue with the sending flow. The template is pre-configured. Make changes at any step as needed. If multiple templates are selected, they are merged into a single document group. Field mapping is configured separately for each template within the group, and recipients are configured for the group as a whole. > [!NOTE] > When multiple templates are merged into a single document group, the recipient roles configured in each template need to be assigned to the new invite recipients. Add the recipients first, then assign each existing role to them, or click **Assign All to One Recipient** to assign all roles to a single recipient. - Change the name of the template if needed. - Add and assign fillable fields and manage the recipients in the editor. See [Add fillable fields and manage recipients](/docs/procore-admin-tools#add-fillable-fields-and-manage-recipients). - Check and edit the data mapping between the document fields and Procore fields. See [Pre-fill fillable fields](/docs/procore-admin-tools#pre-fill-fillable-fields). - Edit recipient and CC recipient email addresses, invite email subject and message, signing order, authentication and completion settings, and reminders. If no changes are needed, click **Continue** at every step to send the document group template according to the configuration. Alternatively, use a custom action configured by your admin. Depending on the configuration, the template may be pre-selected, or you may be prompted to select one. Once all recipients sign, the completed document is saved as an attachment to the Procore record it was sent from. See [Document storage](/docs/procore-admin-tools#document-storage). ## Send files and templates together Send files attached to the record and SignNow templates in one document group. Your admin sets this up as a custom action that combines the **File** and **SignNow template** sources. - Go to the Procore record and open the SignNow side panel. - Click the custom action under **SEND FOR SIGNATURE**. - In the **Select File** window, select the files to send and click **Proceed**. - In the **Select Templates** window, select the templates to add. A template pre-selected by your admin is already selected and is the only one listed. ![Select Templates window with the admin template selected and a record file and the template in the Merge order panel](/reference-assets/images/procore/select-templates-with-file-and-template.png) In the **Merge order** panel, drag documents to set their order in the document group, or click **✕** to remove one. Click **Back** to change the selected files. Click **Proceed** to create the document group, then continue with the sending flow as described in [Send a file for signature](#send-a-file-for-signature). Once all recipients sign, the completed document is saved as an attachment to the Procore record it was sent from. See [Document storage](/docs/procore-admin-tools#document-storage). ## Send a Procore PDF export Send the PDF that Procore generates for a contract or commitment record, on its own or together with SignNow templates and files attached to the record. Your admin sets up the sources in a custom action. - Go to the Procore record and open the SignNow side panel. - Click the custom action under **SEND FOR SIGNATURE**. What you see next depends on the sources in the custom action: - If the action includes files attached to the record, the **Select File** window opens. Select the attachments to add under **Record attachments** and click **Proceed**. - If the action includes SignNow templates, the **Select Templates** window opens, after **Select File** if the action also includes files. Select the templates to add. A template pre-selected by your admin is already selected and is the only one listed. The Procore PDF export is listed under **From this record** in the first window that opens and stays selected. ![Select Templates window with the Procore PDF export under From this record and the Merge order panel](/reference-assets/images/procore/select-templates-with-pdf-export.png) In the **Merge order** panel, drag documents to set their order in the document group, or click **✕** to remove one. The Procore PDF export can be moved but stays in the group. Click **Proceed** to create the document group. The sending flow continues as configured in the custom action and its document flow. The Procore PDF export arrives without fillable fields. In the editor, select a recipient and place the fields they need, for example **Signature** and **Date and Time** next to the signature lines of the export. Fields from a template in the group, including pre-filled Procore data, are already in place. ![Signature and date fields placed for the recipient on the Procore PDF export](/reference-assets/images/procore/pdf-export-add-fields.png) Then continue as described in [Send a file for signature](#send-a-file-for-signature): review the recipients and the invite email, and click **Send Invite**. Once all recipients sign, the completed document is saved as an attachment to the Procore record it was sent from. See [Document storage](/docs/procore-admin-tools#document-storage). ## Sign a document yourself Sign a Procore PDF export or files attached to a Procore record without sending them for signature. Your admin sets this up as a custom action with the **Self Sign: sign the document without sending** delivery option. - Go to the Procore record. - Open the SignNow side panel and click the custom action configured for Self Sign. - If the action includes files attached to the record, the **Select File** window opens. The Procore PDF export, if the action includes it, is listed under **From this record** and stays selected. Select the attachments to sign under **Record attachments**, and drag them in the **Merge order** panel to set their order. Click **Proceed**. Alternatively, click **Back to Record** to cancel. ![Select File window with the Procore PDF export and a record attachment selected](/reference-assets/images/procore/self-sign-select-file-with-pdf-export.png) The documents open for signing as a FreeForm invite, where you place fields anywhere on the document. - Place the fields you need on the document. On the **Default** tab, the available tools are **My Signature**, **My Initials**, **My Stamp**, **Text**, **Today's Date**, **Check**, and **Line**. Your saved custom fields are on the **Custom** tab. - Select a placed field to format it in the panel on the right, or use the field toolbar to move, duplicate, or delete it. - To rename the document, click the pencil icon next to the document name. ![Signing a document as a FreeForm invite](/reference-assets/images/procore/self-sign-freeform-invite.png) - Click **DONE** to finish signing and close the document. If you click **DONE** before adding your signature, the **Signature Missing** page opens. Click **Back to Editor** to return to the document and add your signature, or click **Download Document** to save the document as it is. ![Signature Missing page with Back to Editor and Download Document](/reference-assets/images/procore/self-sign-signature-missing.png) The **Document Complete Successfully** page confirms that you have completed the document. Click **Download Document** to save the finalized copy to your device. ![The Document Complete Successfully page](/reference-assets/images/procore/document-complete-successfully.png) The signed document is saved as an attachment to the Procore record it was signed from. See [Document storage](/docs/procore-admin-tools#document-storage). > [!NOTE] > Self Sign does not use a document flow and sends no invite. The document is completed as soon as you click **DONE**. --- **Next**: [Track document statuses →](/docs/procore-track-document-statuses) --- *Full page: https://docs.signnow.com/docs/procore-send-with-signnow*