With this feature it is possible to set an AdobeSign e-mail message via the Template settings (WordMailMergeAdobeSignMessage) like Figure 1 is showing. This way the customer can adapt the message individually to the document or the addressee.
- DocumentsCorePack 2020.132
- DocumentsCorePack TemplateDesigner 10.36
First open your DocumentsCorePack TemplateDesigner and click the “Advanced Template Settings”.
Navigate to the section ❶ “Electronic Signature” and click on the ❷ “Pencil”-symbol. The ❸
“AdobeSign E-Mail Message”-dialog opens, where an e-mail message can be set, or an existing message can be modified.
Please note: ❹ These patterns here follow the DocumentCorePack Property Syntax. This means that you can add static text and combine it with data from the Dynamics 365 record.
Don´t forget to [Save] the template in Dynamics 365 after making changes to the “AdobeSign E-Mail Message” to take effect.
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