Introduction

Introduction

eSignature DocuSign lets you send Business Central documents - sales, purchase, and service documents, as well as jobs - to customers and vendors for electronic signature through DocuSign, directly from within Business Central. You never have to leave Business Central to prepare, send, or track a document: the extension generates the PDF, creates the DocuSign envelope, places the signature field automatically, and lets you follow the signing status from the same document you sent it from.

Using eSignature DocuSign requires two things to be in place: a working connection to your organization's DocuSign account, and an active license issued by NAV SEAL. Both are set up in a few minutes using the built-in Setup Guide described in Section 5, Getting Started.




            How eSignature DocuSign connects Business Central and DocuSign: a document is sent out for signature and its status is synced back automatically.