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

The following fields are available on the General tab:

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
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
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
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
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.).