27.0.260807.2

  • Fixed an error when sending in-person signature requests.
  • Fixed issue where the Envelope Editor did not show a test mode notification and set the recipients as uneditable.
  • Added integration events for sales order integration.

27.0.260723.1

  • Added the “Apply to All Recipients” toggle to the AutoPlace Signature Tabs page. When enabled, the tab is automatically applied to all recipients, eliminating the need to configure it individually for each recipient.
  • Extended AutoPlace Tabs support to additional field types, including checkbox, email address, and free text fields.
  • Added ability to prefill full name, email address, and job title fields when AutoPlace tabs are linked to a recipient.
  • Added ability to mark an AutoPlace tab as optional. By default, AutoPlace tabs are always mandatory unless marked as optional.
  • Added integration event before generating the PDF output of the source document.

27.0.260710.4

  • Users can now complete the authorization process directly, without needing to copy and paste an authorization code back into the setup page.
  • Deprecated and hid the “Authorization Code” field from the Sign-It with DocuSign Setup page.
  • Added a new Connection tab to improve visibility of the current connection status on the Setup page.

26.0.260623.4

  • Added ability to automatically request signature for sales documents after they are released.
  • Grouped up Sign-It setup fields on the Sales & Receivables Setup page.
  • Updated indirect table permissions.
  • Updated app icon.

26.0.260429.1

  • Updated minimum Business Central version to v26.
  • Added setup toggle to enforce signature before releasing sales documents or converting sales order to invoice on Sales & Receivables Setup.

24.4.260220.1

  • Added Sign‑It setting fields on the Customer Template card.

24.4.250821.3

  • Added new “Document Contact” recipient type to send envelopes to the sell-to contact details specified on the document.
  • Added “Auto. Release Document” setup field to the Sales & Receivables Setup page. This feature controls the automatic approval and release of sales documents after they are signed and downloaded from DocuSign.

24.4.250626.1 / 17.1.250627.1

  • Fixed request authorization code not working when connecting to the Production environment.
  • Added required object permissions for OAuth 2.0 authorization in Business Central.

17.1.250507.2

  • Rebranded to “Sign-It with DocuSign”.

24.4.250505.1 / 17.1.250507.2

  • Added cues for different signing statuses on the Sales Order Processor role center page.
  • Added recurring job queue to automatically refresh access token in background. 

24.4.250408.1 / 17.1.250409.1

  • Resolved issue where a DocuSign setup error occurred when accessing sales document and customer pages.

24.4.250408.1

  • Rebranded to “Sign-It with DocuSign”.
  • Updated minimum Business Central version to v24.4.
  • Updated PDF report generation logic to support the new report layout system in Business Central v24.
  • Updated the Sign-It with DocuSign Setup page and disabled insertion and deletion permissions.
  • Updated action and field tooltips.
  • Updated Basic and Admin permission sets.

17.1.250313.1

  • The DocuSign recipients can now be set up per document for each customer.
  • Extended the “AutoPlace” feature to support additional fields including Job Title (text), Full Name (text), and Timestamp (date).
  • Fixed the Status field not updated and error showing that the setup page is not up to date after entering or removing the Authorization Code on the DocuSign Setup page.
  • Added dynamic style expression for Status field. When connected, the field will display “Connected” in green and “Not Connected” in red on the DocuSign Setup page.

17.1.241115.1

  • Added OnBeforeSaveReport integration event.
  • Fixed report layouts not being applied.

17.1.240909.2

  • Initial release.