The NAV SEAL DocuSign install for Business Central adds electronic signature support directly to BC. This article covers what the integration does, where to find the DocuSign install file, what is new in this version, and how to get it running in your sandbox. If you want to try DocuSign in Business Central at no cost, this is the place to start.
What the DocuSign Install Adds to Business Central
The NAV SEAL DocuSign integration connects Business Central to DocuSign for electronic signatures. When you send a document – a purchase order, a sales quote, or a sales order – you can request a signature directly from BC. The signer receives an email with a link. They open the document in DocuSign, review it, and sign it. Business Central then picks up the signed document and saves it back to the record.
This version of the DocuSign install is built for Business Central version 25. Specifically, it adds new contact types, attachment support, per-report anchor settings, and API locking. Each of these is covered below. In other words, this is not just a small update – it brings several new tools to the signing workflow. Moreover, all features are available from the send page in BC, so you do not need to leave Business Central to use them.
Finding the DocuSign Install on the NAV SEAL Knowledge Base
The NAV SEAL knowledge base is at navseal.com. It has a section for the DocuSign integration with videos, how-to guides, and setup notes. This is the best place to start before you run the DocuSign install. The download link for the latest version is in that section. Specifically, open the DocuSign page and look for the version 25 download. Furthermore, the knowledge base also shows you how to set up the integration once it is installed, so you can go from install to first send without leaving the site.
The install process is simple. Click the link on the knowledge base page and Business Central handles the rest. However, you do need a DocuSign account to connect the integration. If you do not have one, you can sign up for a free DocuSign trial. Once you have both in place, the integration links them and you can start sending documents for signature. Additionally, the knowledge base includes a setup video that walks through the connection steps if you want a visual guide.
Contact Types and Routing Orders
This version adds contact types to the send page. When you set up an envelope, you choose a role for each person: signer, carbon copy, or agent. You always need at least one signer. However, you can add as many signers as your flow needs. A carbon copy person receives the signed document but does not sign it. This is useful for internal records – for example, adding a purchasing manager so they get a copy when signing is complete. Similarly, you can add an agent if your process needs someone to route the document to the right recipients.
Routing Orders Control the Signing Sequence
Each signer has a routing order number. If two signers both have routing order one, they sign at the same time. Both receive the envelope and sign on their own. If one has routing order one and another has routing order two, the order is set. First, signer one gets the document. Once they sign, it moves to signer two. Therefore, routing orders let you control who signs when – from a simple two-step approval to a more complex multi-person flow. For example, a vendor could sign on routing order one and an internal approver on routing order two.
Attachments in This DocuSign Install
Attachments are new in this version. When you prepare an envelope, you can attach extra files to it. For instance, you might add a background note or a spec sheet alongside the purchase order. The signer sees all the files in DocuSign when they receive the email. Specifically, only the main document gets signed – the attachments are for context only. Once signing is done, the full envelope including all attachments is saved in BC. In other words, the audit trail stays in Business Central and you do not need to go to DocuSign to look it up.
There is no limit to how many files you can attach. Furthermore, the attachments appear on the DocuSign email that the signer receives, so they have everything they need in one place. Consequently, you do not need to send supporting files in a separate email – everything goes out together as one envelope.
Anchor Settings and API Locking
The DocuSign setup page in Business Central has a section for report parameters. An anchor is a word or phrase in the printed document. DocuSign finds that text and places the signature box near it. You set the X and Y offset to control where the box lands. Previously, one anchor applied to all reports. Now you can set a different anchor per report, so each document layout gets the right placement. Furthermore, a default anchor still applies to any report that does not have its own setting.
API locking is another new feature in this DocuSign install. Every time Business Central calls DocuSign – to send an envelope or to check for a status update – the integration saves a log of that call. The log records the full request sent to DocuSign and the full response received. If something goes wrong, you can open the log and see exactly what happened. Consequently, troubleshooting is faster. Indeed, instead of guessing, you can read the raw data and share it with the NAV SEAL team if you need support. In short, API locking gives you a clear record of every call between BC and DocuSign.
The per-report anchor is set on the same DocuSign administration page. You can have as many report-specific anchors as you need. If a report does not have its own anchor, it falls back to the default. Therefore, the default covers all standard cases and you only add specific settings for reports with a unique layout.
Wrapping Up: DocuSign Install for Business Central
The DocuSign install is free to try in a sandbox. Go to navseal.com, open the knowledge base, and find the DocuSign section. The download link for the version 25 DocuSign install is right there. Click it and BC sets everything up in minutes. The one thing you need is a DocuSign account, since the integration links to DocuSign to handle the signing flow.
Additionally, the knowledge base has guides and videos for each part of the workflow. If you run into questions during or after the DocuSign install, the NAV SEAL team is available to help. Furthermore, if you have feedback or ideas for the integration, NAV SEAL welcomes that. Visit navseal.com to download the app, browse the guides, or get in touch.
For more Business Central guides and tutorials, visit NAV SEAL Blog and watch more videos on our YouTube Channel.
