Adobe Sign is another tool that simplifies the world of e-signatures. It empowers you to electronically sign documents.
We offer the possibility to use Adobe Sign within DocumentsCorePack (DCP). Benefit from this combination and take the usability of Microsoft Dynamics 365 to a new level. For more information click here.
- Get started with Adobe Sign as an additional feature (Installation & Configuration).
- How to merge a document with Adobe Sign by e-mail
- How to merge a document and start an In-person signing process
- Adobe Sign User Guide
Example video
NDA that needs to be signed by an account and then counter-signed by the owner of the account.
This video covers:
1) Introduction to the Adobe Sign integration
2) Setup considerations: solutions required & template setup
3) Step-by-Step walkthrough of the following use cases:
- Send quote to a customer via AdobeSign – Field service technician using instore signing to sign-off the work-order.
- NDA with multiple signees – Roadmap.
Learn more about Adobe Sign:
- How to add additional entities to AdobeSign in Dynamics 365
- How to work with Adobe Sign DataMapping
- How to set a signing order for AdobeSign
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