DocuSign

Connections
- Release notes
- Technical Documentation
Core extensions
- Release notes
- Introduction
- Company colors
- Exchange rate import
- Reciprocal exchange rate
- User security audit detail report
- General and inventory journal import
- General Journal for Multiple Legal entities
- Business process links
- Import budgets
- DMF Toolbox
- Print Management
- Data Anonymization
  - Data Anonymization
  - FAQ
- Other
  - Data-entities
  - Security-configuration
- FAQ
  - FAQ
  - Coming Soon
Electronic Data Interchange (EDI)
- Release notes
- Introduction
- FAQ
- Core module
  - Introduction
  - Process overview
  - Trading partner and documents
  - Setup
  - Processing
    - Functional acknowledgement outbound
    - Functional acknowledgement inbound
  - Managing files
  - Workspaces
    - EDI Document maintenance workspace
  - Inquiries
    - Functional acknowledgement received
    - Trading partner documents
  - Other
- Customer module
- Vendor module
- 3PL module
- Freight forwarder for Landed cost module
  - Introduction
  - Process overview
  - FAQ
  - Setup
  - Processing
  - Workspaces
    - Landed cost processing workspace
  - Other
    - Data entities
    - Security configuration
- Integration systems module
  - Introduction
  - Setup
    - Integration systems
    - Trading partners
  - Processing
    - Customer
    - Customer group
- Technical guide
- Roadmap and release schedule
- Definitions and Acronyms
Finance utilities
- Release notes
- Introduction
- Setup
  - Cash and bank management
  - Accounts payable
  - Accounts receivable
  - Validation
  - Budgeting
    - Budget import
  - Encryption/decryption
    - Encryption/decryption
  - Electronic reporting export
- Processing
  - Cash and bank management
  - Accounts payable
  - Accounts receivable
    - Customer remittance import
  - Validation
  - Budgeting
    - Budget import
    - Example file format
  - Electronic reporting export
    - Export electronic reporting file
- Other
  - Data entities
  - GER configuration
- Technical guide
  - Web API Endpoint
  - Technical Architecture
- Roadmap and release schedule
- FAQ
Insights for D365 FO
- Release notes
- Introduction
- Setup
- Periodic monitoring
  - Periodic monitoring configuration
  - Number sequence monitoring
- BatchJob monitoring
- Review and set up monitored data
- Azure Application Insights
  - Dashboards
  - Alerts on Azure Azure Application Insights
- Limitations
- Security configuration
- FAQ
- Definitions and Acronyms
License manager
Security Insights for D365 FO
Smart Business Form Email Manager (Smart Send)
- Release notes
- Introduction
- FAQ
- Setup
- Processing
  - Email processing
  - Electronic Reporting
- Other
- Roadmap
Solutions for DocuSign and Dynamics 365
- Release notes
- Introduction
- FAQ
- Inquiries
  - Documents
  - Exceptions
- Other
Care Services
- Release notes
- Introduction
- Schedules Inquiries and Reports
- Services Management
- Common Processes
- Setup
- Billing
  - Community and Disability Care
  - Residential Care and Retirement Villages
  - Accommodation-Payments
  - Refunds
  - New Billing Code and Rates Updates
- Collection-letters
  - Residential Care services
  - Community care
- Receipts
- Funding
- Periodic Jobs
- Services Australia Integration
- Other
FAQ

Order	Entity	Description	Dependency
1	DocuSign parameters	set/update DocuSign parameters.
2	Template	Create new DocuSign Templates.
3	Signatories	Create new DocuSign Signatories for a specified Template.	Templates
4	Tags	Create new DocuSign Tags for a specified Temaplate.	Templates
5	DocuSign document types	Create new Document Type.	Templates

Data entities

DocuSign setup