How to Set Up eSignature DocuSign for the First Time

How to Set Up eSignature DocuSign for the First Time

  1. Install the extension. Go to Extension Management → Upload Extension. The license and DocuSign connection logic are built in, so no separate app is needed.
  2. Launch the Setup Guide. In Extension Management, find eSignature DocuSign and choose Set up this app (or search Assisted Setup).
  3. Connect to DocuSign. Select Open DocuSign Apps & Keys to find your User ID and API Account ID on DocuSign's admin page. Enter both, then select Connect to DocuSign — this opens a DocuSign sign-in and consent screen. Approve access, return to Business Central, and select Refresh Status to confirm it shows Connected.
  4. Activate your license. Your Tenant ID is detected automatically. Select Request a License to email NAV SEAL your details. Once NAV SEAL confirms, come back and select Refresh Status — License Status will update to Active.
  5. Set up notifications (optional). Configure who gets emailed when an envelope completes, is declined, or voided — or skip this and set it up later from DocuSign Administration.
  6. Turn it on. Enable Activate DocuSign now to let users start sending immediately (this also schedules the background job that keeps statuses current), then select Finish.

Info
You can re-run this guide any time — for example after rotating API keys — from the Run Setup Guide action on the DocuSign Administration page. Running it again never overwrites report or anchor settings you've already configured.