Docuten eSign for Microsoft Dynamics Finance and AX
Docuten eSign for Microsoft Dynamics Finance and AX
Docuten eSign, requerimientos y configuración para Microsoft Business Finance y AX
Docuten eSign is the official app by Docuten that allows Microsoft Dynamic Finance and several versions of AX users to send PDF documents for digital signature via Docuten well-known online platform.
As a user, you will be able to create PDF files from any Microsoft Dynamics 365 Finance or AX report. Simply by printing it in PDF format, or uploading and linking the documents to any system’s entity (such clients, suppliers or items) and using the attached documents function, you will be able to send them for its digital signature through Docuten’s online platform
The solution is completely integrated with Dynamics 365 Finance and it has AppSource’s certification, which guarantees that it accomplishes the strictest quality standards from Microsoft. Docuten eSign ensures the creation and storage of all your PDF documents from Dynamics 365 Business Central. With this solution, you will be able to create any system’s report in a PDF format, as well as to storage external PDF files connected to a given entity (clients, suppliers, among others). These PDF files will be sent to Docuten’s platform for its digital signature.
Docuten eSign requirements for Finance and AX
- Obtener la solución Docuten eSign desde AppSource de Dynamics 365 Finance and Operations
- Registrarse como usuario desde el asistente de instalación de la solución
Docuten eSign configuration for Finance and AX
Cuando se instala por primera vez la solución en Dynamics 365 Finance and Operations y se accede al área de trabajo de Docuten eSign, se debe ejecutar el asistente de configuración. Al acceder al asistente de configuración se pueden configurar los distintos apartados de la aplicación: Configuración Innova Online (referida al portal Innova Online), configuración Docuten eSign (referida a la plataforma Docuten) y secuencias numéricas.