Signing up for Astral eversign is free and simple to set up, we'll show you how to set up an account and how to link it to Microsoft Dynamics 365 Business Central using the unique API and Business ID.
Set up and install Astral eversign in Business Central before you can start using it.
How to specify whether documents are saved in Microsoft Dynamics 365 Business Central for later download.
How to configure the four document types to be sent to eversign.
The process of sending a Sales Order for signature.
The process of adding additional attachments to documents.
How to update the status of a document that has been sent to eversign.
How to update the document status in Business Central from the eversign portal, from the Sales Order List page.
How to cancel a document signature where is has been sent to eversign and is in status 'Sent'.
How to view the details of all the documents sent from the Astral eversign log.
How to get the signed document from the eversign portal.
How to download the original and signed documents from the log table.
How to update the document status from the log.
How to cancel a document from the log.
How to assign permissions for Astral eversign to a Microsoft Dynamics 365 Business Central user. This is not required for super users.
The licensing function that is included with Astral eversign explained.
Instruction on how to update the Astral eversign extension and how to check your current version.
Learning videos brought to you by Dynamics 365 University - online learning for Microsoft Dynamics 365 Business Central