AssureSign for DocumentsCorePack

AssureSign is another tool that simplifies the world of e-signatures. It empowers you to electronically sign documents.

We offer the possibility to use AssureSign within DocumentsCorePack (DCP). Benefit from this combination and take the usability of Microsoft Dynamics 365 to a whole new level. For more information click here.

• The Simple Setup for AssureSign in Microsoft Dynamics 365 (Installation & Configuration)
• The Classic Setup for AssureSign in Microsoft Dynamics 365 (Installation & Configuration)
• How to merge a document and send it to AssureSign (for 1 to 3 signers)
• How to create a DocumentsCorePack template for AssureSign (for 1 signer)
• How to create a DocumentsCorePack template for AssureSign (for 2 signers)

If you would like to set up in-person e-signing, view this article for more information. If you would like to set up e-signing without all parties physically present, then continue below. 

Example Video

Designing a NDA using the DCP Template Designer to add AssureSign Fields, and sending the NDA to a customer using DCP and AssureSign in Dynamics 365.

This video covers:

1. Introduction to the AssureSign integration
2. Setup considerations: solutions required & template setup.
3. Step-by-step walkthrough of the eSignature process

Learn more about AssureSign below.

• AssureSign – Templates for DCP (Classic & Simple)
• How to add additional entities to AssureSign

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