DocuSign Setup and Workflow
This page explains how to configure and use DocuSign integration with the SharePoint Connector.
DocuSign Overview
DocuSign is a leading electronic signature platform. The SharePoint Connector integrates with DocuSign to enable signing workflows directly from Business Central.
Prerequisites
DocuSign Requirements
| Requirement |
Details |
| DocuSign subscription |
Business or Enterprise plan |
| Admin access |
To configure integration |
| API access |
DocuSign API enabled |
Business Central Requirements
| Requirement |
Details |
| SharePoint Connector |
Installed and configured |
| SharePoint connection |
Working and tested |
| Permissions |
E-signing permission set |
Configuring DocuSign
Step 1: DocuSign Portal Setup
In DocuSign Admin:
- Log in to DocuSign Admin
- Go to Settings > Apps and Keys
- Create an integration key
- Configure OAuth settings
- Note the values needed
DocuSign Environments
| Environment |
Use |
Service URL |
| Demo |
Testing |
https://demo.docusign.net/restapi |
| Production |
Live use |
your account-specific DocuSign REST base URI (e.g., https://na4.docusign.net/restapi, https://eu.docusign.net/restapi) -- find it in your DocuSign account under Apps and Keys |
The connector decides which authorization endpoint to use by checking whether the Service URL contains demo; if so it uses https://account-d.docusign.com/oauth/auth, otherwise it uses the production https://account.docusign.com/oauth/auth.
Step 2: Business Central Setup
- Search for "DocuSign Setup" in BC
- Open the setup page
DocuSign Setup Fields
| Field |
Description |
| DocuSign Activated |
Enable the integration |
| DocuSign Service URL |
API endpoint (demo or production) |
| CC Emails |
Optional. Email addresses that receive a carbon copy of every envelope sent to DocuSign. Separate multiple addresses with a semicolon. These recipients are not signers. |
| API Account ID |
Your DocuSign account ID |
| Integration Key |
OAuth integration key |
| Integration Secret |
OAuth secret |
| Callback URL |
OAuth redirect URL |
Step 3: Enter Configuration
| Field |
Value |
| DocuSign Activated |
Yes |
| DocuSign Service URL |
(demo or production URL) |
| API Account ID |
(your account ID) |
| Integration Key |
(from DocuSign) |
| Integration Secret |
(from DocuSign) |
| Callback URL |
(your BC callback URL) |
The callback URL should include the appropriate page:
https://[your-bc-url]?page=70319480
Step 4: Connect and Authenticate
- Click Sign Into DocuSign in DocuSign Setup
- Browser opens for DocuSign authentication
- Sign in with DocuSign credentials
- Grant requested permissions
- Return to Business Central
Step 5: Test the Connection
- Verify status shows connected
- Test with a sample document
OAuth Configuration
OAuth Scopes
DocuSign integration uses:
| Scope |
Purpose |
| signature |
Create and send envelopes |
Redirect URI in DocuSign
Configure in DocuSign Admin:
- Go to Apps and Keys
- Find your integration
- Add Redirect URI matching your BC callback
Using DocuSign
Sending a Document for Signature
- Navigate to a record with documents
- Select the document in the FactBox
- Choose the e-Signing action to open the e-Signature detail page
- Configure the signing request:
- Add signer(s) email and name
- Add message (optional)
- Click Send to DocuSign for signature
Configuration Options
| Option |
Description |
| Signer Email |
Email address of signer |
| Signer Name |
Name of signer |
| Message |
Custom message to signer |
Carbon Copy Recipients
Two kinds of carbon copy (CC) recipients can be added to an envelope. Neither is asked to sign.
| Source |
Scope |
How to configure |
| Per document |
Only this envelope |
On the e-Signature detail page, add a recipient with type Carbon Copy |
| Setup |
Every envelope |
Enter one or more addresses in CC Emails on the DocuSign Setup page, separated by semicolons |
Setup-level CC recipients receive the envelope as soon as it is sent and are notified when signing is complete. They are useful for keeping a shared mailbox, such as a sales or contracts inbox, informed of every signing request.
After Sending
- Document is sent to DocuSign
- Envelope created with document
- DocuSign sends email to signer
- Status tracked in BC
Signer Experience
What Signers See
- Email from DocuSign
- "Review Document" button
- Document in DocuSign viewer
- Signature fields to complete
- Finish button
Signing Process
- Signer opens email
- Clicks to review
- Reviews document
- Signs where indicated
- Completes signing
- All parties notified
Tracking Status
Status Values
| Status |
Meaning |
| Sent |
Envelope sent, awaiting signature |
| Delivered |
Recipient received |
| Completed |
Fully signed |
| Declined |
Signer declined |
| Voided |
Envelope voided |
Checking Status
- Open e-Signature Overview
- Find the document
- View current status
- Use Check DocuSign Status to refresh from DocuSign
| Field |
Description |
| Envelope ID |
DocuSign envelope identifier |
| DocuSign URI |
Link to envelope |
| DocuSign Status |
Current status |
| Sent Date |
When sent |
| Signed Date |
When completed |
Retrieving Signed Documents
When Complete
After signing is complete:
- Status shows "Completed"
- Use Check DocuSign Status - when status is "completed", the signed document is automatically downloaded
- Signed PDF retrieved from DocuSign
- Saved to SharePoint
Download Process
- BC calls DocuSign API
- Retrieves signed document
- Uploads to SharePoint
- Updates tracking record
Demo vs Production
Using Demo Environment
For testing:
| Setting |
Value |
| Service URL |
https://demo.docusign.net/restapi |
| Test signers |
Use test email addresses |
| Documents |
Use test documents |
Moving to Production
For live use:
| Setting |
Value |
| Service URL |
Your account-specific production REST base URI (for example https://na4.docusign.net/restapi). Get the exact value from the Apps and Keys page in your production DocuSign account. |
| Account ID |
Production account |
| Keys |
Production integration keys |
Best Practices
Document Preparation
| Practice |
Benefit |
| PDF format |
Consistent display |
| Clear content |
Easy to understand |
| Reasonable size |
Faster processing |
Envelope Configuration
| Practice |
Benefit |
| Verify emails |
Delivery success |
| Clear subject |
Recipients know what it is |
| Set reminders |
Encourage completion |
Troubleshooting
Connection Issues
| Issue |
Check |
| Auth fails |
Verify credentials |
| Wrong environment |
Check demo vs production |
| Redirect mismatch |
Verify callback URL |
Sending Issues
| Issue |
Check |
| Envelope not created |
API connection |
| Email not received |
Check spam, verify email |
| Status not updating |
Use Check DocuSign Status action |
Common Errors
| Error |
Resolution |
| USER_AUTHENTICATION_FAILED |
Re-authenticate |
| INVALID_EMAIL_ADDRESS |
Fix email format |
| UNABLE_TO_CONVERT_DOCUMENT |
Check document format |
