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Info

This step requires a DocuSign account (either demo or production account).
If you don’t have a DocuSign account yet, you can follow the steps on this page or check assigning the docusign account topic.

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Select what environment type should be used. Available options are Acceptance and Production.
Enter your DocuSign API Account ID that is visible in the DocuSign portal on the Apps and Keys page in the Settings.


Click Next to continue.

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To link the DocuSign account, we need to login once with a username and password.
This will return a code in the URL that we will need for the next step.
Click Yes to continue.

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Info

It is possible to configure multiple Business Central and/or DocuSign users later after finalizing the setup. Check the approveIT user setup topic for more details regarding adding multiple ApproveIT 365 users.

Next step: Wizard: Default settings