DataInvent DocuSign Integration for Business Central

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Overview

Our Business Central Application seamlessly integrates with DocuSign, empowering users to streamline their document management processes directly within the Microsoft Dynamics 365 Business Central environment. With this integration, users can effortlessly prepare, send, and track documents for e-signature, accelerating business transactions while ensuring compliance and security. Say goodbye to manual paperwork and hello to efficiency with our comprehensive DocuSign integration solution.

Key Features and Benefits

Your Business Central Application for DocuSign integration offers a robust set of key features tailored to streamline document management and e-signature processes. Here are the highlighted functionalities:

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1. Send Envelopes Directly from Business Central

Users can effortlessly send documents for signature using the DocuSign integration directly from Business Central. This eliminates the need to switch between applications and ensures a seamless workflow.
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2. Define Multiple Recipients

The application allows users to specify multiple recipients for each document. Whether you need one signature or multiple, you can configure the recipient list to meet your requirements.
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3. Set Signature Dependencies

Users have the flexibility to set dependencies for signatures. You can choose between parallel (all recipients sign at the same time) or sequential (recipients sign in a specified order) signing processes.
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4. Configure Signature Locations and Preview

Before sending documents for signature, users can set the exact locations for signatures on the page. Additionally, a preview function is available to ensure everything is perfectly placed.
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5. Track Signature Status

Stay informed with real-time updates on the status of signatures. Users can easily track whether a document has been sent, viewed, signed, or completed directly within Business Central.
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6. Maintain Comprehensive Log Files

The system automatically maintains detailed log files for each transaction. These logs include attachments and provide a complete audit trail, ensuring compliance and transparency.
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7. Support for Various Business Documents

The application supports a wide range of Business Central documents including:
  • Sales Quotes
  • Sales Orders
  • Sales Invoices
  • Projects
  • Purchase Quotes
  • Purchase Orders
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8. DocuSign Account Requirement

Please note that a DocuSign account is required to use this application. Ensure your DocuSign account is set up and linked to your Business Central environment to utilize all features.
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Benefits

  • Increased Efficiency: Streamline your document signing processes by integrating DocuSign directly into your Business Central workflow.

  • Enhanced Accuracy: Reduce errors by previewing and setting precise signature locations before sending documents.

  • Improved Transparency: Keep a comprehensive audit trail with detailed log files, ensuring compliance and accountability.

  • Real-Time Updates: Monitor the status of your documents in real-time, allowing for better management and faster completion of transactions.

The DataInvent DocuSign for Business Central application is designed to enhance your document management processes, improve workflow efficiency, and ensure a seamless signing experience. Leverage the power of DocuSign within your Business Central environment and take your document handling capabilities to the next level.

Step-by-Step User Guide for DataInvent DocuSign Integration for Business Central

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