Setup eSignature Integration in Sandbox

Setup eSignature Integration in Sandbox

In this article we are sharing the links to every step needed to setup your NAV SEAL DocuSign eSignature Integration in a Business Central Sandbox:
  1. Create a DocuSign Developer Account
  2. Find User ID and API Account ID
  3. Activate the NAV SEAL DocuSign eSignature Integration App
  4. How to Setup Report Parameters

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    • Activate eSignature Integration App

      1) Search for the "DocuSign Setup" page in Business Central: You will arrive on this page: 2) Select the correct value for the "Enable Developer Environment" flag in the DocuSign Parameters section of the page: If you are in Production, the flag ...

    • Setup Report Parameters

      In DocuSign Setup, Related, select DocuSign Report Parameters Select New Fill in with Report ID (this is an example for Sales Quote) Select OK and you will be prompted like this. Just click OK to accept. You will now return back to the list and it ...

    • Use eSignature in Business Central

      Explore the Microsoft Dynamics 365 Business Central Integration App for DocuSign eSignature functionalities.

    • Use eSignature on a Purchase Order

      In this video we show how to use NAV SEAL's DocuSign eSignature Integration for Microsoft Dynamics 365 Business Central to send a Purchase Order and have it digitally signed.

    • Use eSignature on a Purchase Quote

      In this video we show how to use NAV SEAL's DocuSign eSignature Integration for Microsoft Dynamics 365 Business Central to send a Purchase Quote and have it digitally signed.