Merge and send a document for e-Signing using DocuSign

2511 views 1 Updated on July 22, 2024

Generating and sending a document for e-signing with DocuSign is a simple process that uses our DocumentsCorePack Dialog. This blog article outlines how to merge a document, send it for e-signing, and explains how to generate and send documents to multiple contacts at once.

How to merge a document and send it to DocuSign

Step 1: Open a table in your Dynamics 365, for example, Account, and press Create Document.

Figure 1: Create Document from any table

Step 2: Select the corresponding template.

Select a corresponding template
Figure 2: Select a corresponding template

Step 3: Enable the Attach Document settinng and select as DocuSign email. If you want to change the email recipient(s), you can do so within the Recipient(s) dropdown. If not, proceed with a click on the Create Document button.

Select Attach as DocuSign email and change recipient if necessary
Figure 3: Select Attach as DocuSign email and change recipient if necessary

Step 4: The document has now been merged. To view the document before sending it to DocuSign, click on the link to the file to download it.

Click on the Finish button to send the document to DocuSign.

Figure 4: Send the document to DocuSign

How to sign a document within DocuSign

When a document must be signed, DocuSign sends you an e-mail with a link to the document. To sign it, open the link and follow the below steps.

Step 1: Open the link in the e-mail you received from DocuSign to start the signing process.

Start the signing process
Figure 5: Start the signing process

Step 2: Follow the instructions on the site to sign the corresponding document.

Follow the instructions on the site to sign the document
Figure 6: Follow the instructions on the site to sign the document

Step 3: Click on the [Finish] button. You have now signed your first document with DocuSign.

How to use DocuSign in batch operations

To start DocuSign processes for multiple records via batch operations, a One-Click-Action (OCA) must be configured.

Step 1: Create a new batch OCA.  In this example, this OCA will be created for the Contact entity. 

Creating and naming our batch OCA
Figure 7: Creating and naming our batch OCA

Step 2: Set a predefined template with a DocuSign field. 

Setting our template
Figure 8: Setting our template

Step 3: Under Processing Settings, (1) attach the document as DocuSign email and (2) define the recipients (signees).  Note that for all recipients other than the selected record, the email address fields must be defined via (3) the email recipients’ address fields. 

Setting the processing settings
Figure 9: Setting the processing settings

Step 4: Save and try your OCA.  Select the records to create the documents for and run the OCA. 

Selecting the OCA
Figure 10: Selecting the OCA

Step 5: Proceed through the OCA’s steps.  Once finished, the DocuSign documents will be sent to the designated parties. 

Receiving our document
Figure 11: Receiving our document

Back to DocuSign Overview

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

Was this helpful?

 
Related Articles