Add DocuSign button to custom page

Add DocuSign button to custom page

Info
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.

Idea
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