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Communication Settings

The Dropbox Sign for Procore integration contains a variety of configuration options that help personalize your experience and streamline your e-sign workflow. To access the configurations:

  1. Login to Procore as an administrator. Trigger the side-panel on any contract.
  2. Press the gear icon
Configuration button
  1. Expand the "Communication Settings" section
Communication settings

 

SettingDescription
Default E-Mail SubjectThe subject of the e-mail that will be sent to the signers.
Default E-Mail MessageThe custom message in the e-mail that will be sent to the signers.
Default E-Mail CCA comma-separated list of e-mail addresses that will be copied on every signature request.

NOTE: All of these values can be modified after pressing the "Launch Dropbox Sign" button, during the last step of the wizard. These settings can be used as a starting pointing for generating the communications to the signers.