Add Recipients

Add Recipients

Add the people who will act on or receive a copy of your documents. You can specify a signing order, require additional authentication, and set other options.

Signer
Recipients must complete the required fields assigned to them, such as signature, initial, and date.
Carbon Copy
Recipients receive a copy with no further action required. For more information, check out the guide to CC a Recipient on an Envelope.
Agent
Recipients must open and view the document.


    • Related Articles

    • 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 ...