Activate eSignature Integration App

Activate eSignature Integration App

1) Search for the "DocuSign Setup" page in Business Central:

 
You will arrive on this page:
 

2) Select the correct value for the "Enable Developer Environment" flag in the DocuSign Parameters section of the page:


  1. If you are in Production, the flag should be OFF or UNCHECKED.
  2. If you are in a Sandbox, the flag should be ON or CHECKED.

3) Paste the User ID and API Account ID that you copied from your DocuSign Account. The page should look like this after:




If you are not sure where these are located, follow this link to see how to retrieve them.

4) Check the "Active" flag in the "General" section to activate the App:



5) Select the "Request App Consent" action from the navigation menu:


A new tab will open in your browser with a DocuSign sign in page that will ask you to sign into your DocuSign Account.
This is happening, because you need to authorize the NAV SEAL DocuSign eSignature Integration App to use your account.

6) Sign in


Once you sign in, you will see the following message:
 

7) VERY IMPORTANT: Click on "Allow Access". If you close the tab or select "Cancel", you will have to start this process over.

You will be redirected to the following page:


At this point, you can close the tab and go back to your Business Central DocuSign Setup page. You will notice that the "App Consent Requested" flag has now been checked:

 

8) Test that the account has been successfully connected, clicking on the "Test API" action in the navigation menu:



You should see the following message:


9) Click on the "Job Queue Setup" action in the navigation menu:


You will receive the following message:
 

Notice!

The Job Queue entry is by default set to run every 20 minutes. You can change the interval in case you want it to run with a different interval

10) Allow HttpClient Request

To allow the DocuSign Extension to communicate externally the Extension must be setup to do so. In Extension Management locate the Document Signature extension, select it and a page like this will show. Make sure to activate like this:



CONGRATULATIONS! You have completed the setup and activation of your DocuSign App!




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