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Setup DocuSign
Prerequisites Before you begin, you'll need: A Business Central environment with permission to install extensions Access to your organization's DocuSign account (with API/Integration access enabled on your DocuSign plan) A NAV SEAL license for ...
How to Add Recipients and Set the Signing Order
Select Send with DocuSign. The Envelope Wizard opens with these steps: Send Method → Recipients → Fields to Fill In (template only) → Attachments → Review & Send. On Recipients, add each person with a Name, E-Mail, and Contact Type: Signer: must ...
eSignature DocuSign User Manual – Updated Edition Now Available
The eSignature DocuSign User Manual has been updated to cover the latest release of the extension. It explains how to send Business Central documents for electronic signature through DocuSign, track them, and configure the integration, all without ...
How to Set Up a DocuSign Template
Turn on Templates Active on the DocuSign Administration page. Build the template in DocuSign — create it, add a role for each signer/recipient, place signature and other fields, and give any auto-filled field a clear Data Label. Run Sync Templates to ...
Sign Anything, Without Leaving Business Central: What's Inside eSignature DocuSign v 28.1.1.1
Released: October 2026 Compatible with: Business Central online, version 28 and later Version 28.1.1.1 eSignature DocuSign from NAV SEAL removes that round trip. You send a Business Central document or record to DocuSign for signature with one ...