ApproveIT setup

The ApproveIT Setup card contains the general setup options for ApproveIT 365.

It is adviced to use the ApproveIT Wizard for the initial configuration of the ApproveIT 365 extension.

The following fields are available on the General tab:

Field	Description

Field	Description
Environment Type	Specifies the DocuSign environment type used. The following values are available: Acceptance Production
Account Id	Specifies the API Account ID used for the DocuSign API integration to send documents to recipients.

The following fields are available on the License Key tab:

Field	Description

Field	Description
License Key	Specifies the license key used for ApproveIT 365.
Status	Specifies the status for the license key. This should display Valid to use the ApproveIT 365 extension.

The Flow tab contains default settings that determine the behaviour of ApproveIT 365 and a default report anchor options to place a signature box on the document in DocuSign.
Additional anchor options are available in the Report Anchors and DocuSign Tab Sets.

The following fields are available on the Flow tab:

Field	Description

Field	Description
Allow Restart	This option will allow restarting the ApproveIT flow, regardless of the current DocuSign envelope status.
Release Signed Documents Only	This option will prevent releasing documents when the ApproveIT flow is not completed.
Automatically Release Signed Documents	This option will automatically release the document when the ApproveIT flow is completed.
Automatically Convert Quote to Order	This option will automatically convert a sales quote to sales order when the ApproveIT flow is completed.
Default Anchor String	Specifies the default anchor string to place the signature box in the DocuSign portal on the document.
Default Anchor Unit	Specifies the default unit used for the position of the signature box on the document. The following values are available: pixels inches mms cms
Default Anchor X Offset	Specifies the horizontal offset from the achor string to place the signature box on the document.
Default Anchor Y Offset	Specifies the vertical offset from the anchor string to place the signaturr box on the document.

The E-Mailing tab contains a default e-mail subject and body that is used if no configuration is found for the report and language in the Report Email Setup.

The following fields are available on the E-Mailing tab:

Field	Description

Field	Description
E-Mail Subject	Specifies the default subject to use in the DocuSign e-mail notification to the recipients.
E-Mail Body	Specifies the default body text to use in the DocuSign e-mail notification to the recipients.

The following page actions are available:

Group	Action	Description

Group	Action	Description
Promoted	ApproveIT users	Opens the ApproveIT User Setup to link Business Central users with DocuSign accounts.
Configuration	DocuSign Tab Sets	Opens the DocuSign Tab Sets list to configure multiple tabs and tab types in sets.
Configuration	Report Email Setup	Opens the Report Email list to configure email subjects and body texts to use for specific reports and languages.
Configuration	Report Anchors	Opens the Report Anchors list to configure Report Anchors for specific reports.
Configuration	Anchor Translations	Opens the Anchor Translations to configure translations for the default anchor string defined in the ApproveIT Setup.
Configuration	Setup Scheduler	Creates a Job Queue Entry for ApproveIT 365. Only allowed if no Job Queue Entry record exists for codeunit 11183213 (IDYA Scheduled Sync Mgt.).