Electronically Sign Sales Documents
Factbox
With Leap Sign you can send sales documents for electronic signing directly from Business Central. This is achieved through the Issue Signing Document action.
How It Works
When issuing a signing document, the system will:
- Generate a PDF version of the standard report associated with the current sales document
- Attach the PDF to a new Signing Document
- Populate the signing document with details from the existing sales document
- Link to the customer and contact associated with that sales document
Once the signing document has been issued, it opens up the Signing Document page, allowing you to easily manage invitations, attachments, and other relevant details.
Factbox
The Signing Documents factbox provides an overview of all signing documents associated with the selected sales document.
Supported Document Types
| Document Type | Action Location |
|---|---|
| Sales Quote | Prepare → Issue Signing Document |
| Sales Order | Prepare → Issue Signing Document |
| Sales Invoice | Prepare → Issue Signing Document |
| Sales Credit Memo | Prepare → Issue Signing Document |
| Blanket Sales Order | Prepare → Issue Signing Document |
| Posted Sales Invoice | Process → Issue Signing Document |
| Posted Sales Shipment | Process → Issue Signing Document |
| Posted Sales Credit Memo | Process → Issue Signing Document |
| Posted Return Receipt | Process → Issue Signing Document |