This documentation is for the new solution for Dynamics 365 which uses AssureSign V3 APIs and Simple Setup templates should be used. If you need the legacy AssureSign solution using SOAP based communications, please have a look here.
How does AssureSign work?
AssureSign simplifies the world of e-signatures. It is a tool that empowers you to electronically sign documents.
We are happy to announce that we now offer the possibility to use AssureSign within DocumentsCorePack. Benefit from this combination and take the usability of Microsoft Dynamics 365 to a whole new level.
How to install AssureSign for Microsoft Dynamics 365
- Create an AssureSign account.
- Install AssureSign in your Dynamics 365.
- Setup AssureSign in your Dynamics 365.
- Create a SettingsKey for AutoMerge with name AssureSignREST and value true. Here are more information on how to create a settings key manually.
Please follow the link for detailed information provided by AssureSign.
Make sure, that DocumentsCorePack Version 2020.105 is installed on your Dynamics 365.
If you need to upgrade to or install one of the versions, please follow our Installation-Guides.
How to import AssureSign Templates
To work with AssureSign in DocumentsCorePack you will need some AssureSign templates.
Please note: These AssureSign-Templates are different to our DocumentsCorePack templates!
AssureSign templates define how AssureSign should work with DocumentsCorePack templates, like who is getting which emails at what time etc.
That is why DocumentsCorePack needs exactly one AssureSign template corresponding to the number of signers (which is identical to the number of signatures). So, if there is/are
one signature: DocumentsCorePack needs an AssureSign-Template called mscrmAddons_1Signer.
two signatures: DocumentsCorePack needs an AssureSign-Template called mscrmAddons_2Signer.
three signatures: DocumentsCorePack needs an AssureSign-Template called mscrmAddons_3Signer.
Please find here the latest version of our AssureSignTemplates. Make sure that you select the Simple Templates. It includes 3 files so you can use up to 3 signers in AssureSign.
To import AssureSign templates, repeat the following steps for all three files
in the .zip-file:
Step 1: Expand the .zip-file to a Temp-folder.
Step 2: Login on the AssureSign homepage and go to the View Templates (Simple Setup)-section. Click then on Import Template.
Step 3: Select the file mscrmAddons_1Signer.AssureSignTemplate.V3_7.dat from the temp-folder and click on the [Next]-button twice.
Step 4: It is important to change the template name here to mscrmAddons_1Signer, because DocumentsCorePack is searching for the template name mscrmAddons_1Signer only!
Click on the [Submit]-button to finalize the import.
Congratulations! You have just imported your first AssureSign-Template!
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to email@example.com.