Add DocuSign button to custom page

DocuSign comes with the button to send added to the following pages:

1. Blanket Purchase Order
   
2. Purchase Quote
3. Purchase Order
   
4. Purchase Invoice
   
5. Purchase Return Order
6. Purchase Credit Memo
   
7. Blanket Sales Order
   
8. Sales Quote
9. Sales Order
   
10. Sales Invoice
    
11. Sales Return Order
12. Sales Credit Memo
    
13. Service Contract
    
14. Service Contract Quote
    
15. Service Order
16. Service Invoice
    
17. Service Credit Memo
    

and looks like this:

It is however possible to add the button to custom pages.

Example adding button to Bank Account card

The following must be created in an extension and deployed to Business Central.

(Typically done by your Solution Provider).

The option to "Send with DocuSign"

The option to "View DocuSign Envelope(s)"

Setup in Business Central

In DocuSign Administration select Custom Setup.

Field	Explanation
Table ID	Identifies the table used for signature request.	Required
Field ID	The field that makes the record unique (PK)	Required
Email Field ID	When creating envelope, the first signer line can default to value from this field.	Not Required
Report ID	Identifies the report to be used for signature.	Required
Custom Source Document Type	Identifies the type of document. Must be unique across all Custom Setup records.	Required

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