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home/Knowledge Base/DocumentsCorePack(DCP)/DocuSign for DocumentsCorePack

DocuSign for DocumentsCorePack

2750 views 0 Updated on December 25, 2022

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

We offer the possibility to use DocuSign within DocumentsCorePack. Benefit from this combination and take the usability of Microsoft Dynamics 365 to a whole new level.

  • Get started with DocuSign for Microsoft Dynamics 365 (Installation & Configuration)
  • Create a DocumentsCorePack template for DocuSign
  • Generate and send document for e-Signing using DocuSign
  • DocuSign User Guide

Example video
NDA that needs to be signed by an account and counter-signed by the owner of the account.

This video covers:

1) Defining DocuSign items within the MS Word template
2) Defining recipients (signee 1 – the account, signee 2 – the owner)
3) A Step-by-Step tour through the eSignature process

Find additional information below.

  • How to send DocuSign documentson on behalf of different users 
  • Different e-mail subject messages for recipients
  • How to activate the DocuSign SMS Authentication for DocumentsCorePack

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

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