• Archive
  • Back to www.mscrm-addons.com
  • Archive
  • Back to www.mscrm-addons.com
home/Knowledge Base/DocumentsCorePack(DCP)

Adobe Sign for DocumentsCorePack

115 views 1

Written by Administrator
January 29, 2019

We are happy to announce that we offer the possibility to use Adobe Sign within DocumentsCorePack. Benefit from this combination and take the usability of Microsoft Dynamics 365 to a whole new level. Adobe Sign is another tool that simplifies the world of e-signatures. It empowers you to electronically sign documents. More information can be found in the corresponding documentation on our website. 

This blog article outlines how to get started with Adobe Sign as an additional feature of DocumentsCorePack. If you decided to use Adobe Sign as an additional feature, please follow the steps in this blog article:

Step 1: Obtain the AdobeSign package
For Microsoft Dynamics 365 Online: on AppSource
For Microsoft OnPremises: from the Adobe Sign Integration page

Step 2: Install the Adobe Sign package
The installation of Adobe Sign is very easy, please follow the Installation Guide written by Adobe.

Step 3: Adobe Sign Users and Security Roles
For using the Adobe Sign application, it is necessary that users have their security role configured to the Dynamics environment. The available security roles are:

  • Adobe Sign Reader
    Users have read-only access to Agreement records.
  • ADOBE SIGN USER
    Users are able to see only their own records and have User level access to built-in Dynamics records such as Contacts, Accounts, Leads, Opportunities, Orders etc.
  • ADOBE SIGN ADMINISTRATOR
    This role includes additional privileges in addition to the Adobe Sign User role such as adjusting Global Settings, Data Migration and allowing visibility over all Agreements throughout the application.

Find more information about how to configure the security roles in the Adobe Installation Guide in chapter Post Install Configuration (Required) and scroll down to Deploy Adobe Sign to Users by Assigning Security Roles.

Step 4: DocumentsCorePack templates for Adobe Sign
After you have configured the security roles for Adobe Sign users in Microsoft Dynamics 365, and you have made sure that they have all the rights they need, you can create a DocumentsCorePack template for AdobeSign.

Please find all the information about how to use the Template Designer in the Template Designer User Guide on our website.

To use Adobe Sign in DocumentsCorePack you have to enter Adobe Sign text tags. These are formatted text that can be placed anywhere within the content of your template. Text tags are converted into Adobe Sign form fields when the document is sent for signature or uploaded.

Please find all possible Adobe Sign text tags in the Adobe Sign Text Tag Guide.

The figure below shows a template with Adobe text tags for initials and signatures for two signees.

DocumentsCorePack template with Adobe Sign signatures
Figure: DCP template with Adobe Sign signatures

 

 Still curious? More information about “How to …” can be found in the articles below:

  • How to merge a document with Adobe Sign by e-mail
  • How to merge a document and start an In-person signing process

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

Was this helpful?

1 Yes  No
Related Articles
  • TemplateImportExport Console Application – DCPIE.exe
  • How to trigger a Microsoft Flow from dialog
  • Only count users with security role for licensing
  • Generate app password when using Office 365 connection type
  • How do I create a document and attach it or use it as the body of an email in a single workflow step in MS Dynamics 365 Online?
  • How to check the existence or the value of a SettingsKey in MS Dynamics 365
Latest Articles
  • TemplateImportExport Console Application – DCPIE.exe
  • How to trigger a Microsoft Flow from dialog
  • General Settings – DocumentsCorePack Server Based
  • How to use the Insert-as-Picture-Link-Field-button in Dynamics-365
  • What is “documents incl. per month”
Popular Articles
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • How licenses are counted
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • How to work with the new DocumentsCorePack custom connector for PowerAutomate (Microsoft Flow)
  • DocumentsCorePack Charts Feature (Dynamics 365)
Top Rated Articles
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • Can you save data capacity by moving email content?
  • How to work with the new DocumentsCorePack custom connector for PowerAutomate (Microsoft Flow)
  • DocumentsCorePack Online Scheme
  • Recap of the first virtual eXtreme365 & Community Summit event
Categories
  • *News and General Infos* 43
  • Template Designer(DCP 151
  • DocumentsCorePack(DCP 146
  • TelephoneIntegration (TI 62
  • AttachmentExtractor (AE 47
  • PowerSearch (PS 43
  • ActivityTools (AT 55
  • SmartBar (SB 50
  • GroupCalendar (GC 43
Our Vision

“We see it as our purpose to provide products that simplify and speed up our customers’ Microsoft Dynamics 365 experience.”

Knowledgebase
LogIn
mscrm-addons.com
  • Products
  • Online Shop
  • Downloads
  • My Account
About Us
  • About Us
  • Case Studies
  • Newsletter
  • Partner Program
  • Contact
Support
  • Support
  • Terms & Conditions
  • Documentation
  • Webinars
  • Legal Documents
  • Impressum
  • © 2020 www.mscrm-addons.com. All Rights Reserved.