This guide will walk you through setting up and using the DocuSign integration within your Business Central environment.

This integration provides an easy way to send a signature from the Sales Quote page. It utilizes the Template feature in DocuSign as the document that is sent for signature. The integration supports one template that is used for each envelope. Once the envelope is created, DocuSign will open in a new tab allowing your users to configure any part of the Envelope necessary.

Help & Support

Please email [email protected] if you have any questions or issues.

First Time Setup

To use the integration you must complete the following steps before attempting to send signatures:

  1. Assign the purchased licenses to the users that need to send signatures
    1. Licenses - Microsoft 365 admin center
  2. Have a paid subscription to DocuSign
    1. Send an email to [email protected] if you’d like us to have a DocuSign rep reach out with pricing details. A paid subscription is required to send external signatures.
  3. Create a DocuSign Developer account, here is where you will generate your API key
    1. Docusign Developer Center | eSignature APIs & Resources | Docusign
  4. Assign Permission Set.
  5. Complete the DocuSign Setup in Business Central

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  1. When creating your first envelope, click Allow Always for permission to send external requests:

Configuring DocuSign Setup Page

The DocuSign setup page is critical for the functioning of the integration so please follow the guidelines closely for your first-time setup. Please utilize your main DocuSign admin account when following this process and keep note of which account is used to avoid confusion in the future.