• Documentation
  • Back to www.mscrm-addons.com
  • Documentation
  • Back to www.mscrm-addons.com
home/Knowledge Base/Template Designer(DCP)/How to activate the DocuSign SMS Authentication for DocumentsCorePack

How to activate the DocuSign SMS Authentication for DocumentsCorePack

92 views 0 Updated on July 27, 2022

SMS authentication is a standard procedure in signing, registration, or payment processes, which already enjoys the highest level of acceptance. An SMS is sent to the mobile phone number stored in the DocuSign envelope. This combination of something you know (password) and something you have (your mobile phone) provides security against unauthorized access which is a necessary security factor in signing processes.

Learn in the following step-by-step tutorial, how to activate the DocuSign SMS Authentication for DocumentsCorePack.

Requirements:

  • DocumentsCorePack (minimum required version is 2020.67)
  • DocuSign installed and set up

Perform the following steps first:

Step 1: Create a new settings key with the following values:

Product: AutoMerge
Name: DocuSignSMSAuthentification
Value: true

DocuSign Settingskey

Step 2: Additional to this key you also have to import the latest DocumentsCorePack DocuSign Solution that you can find here for Download. If you need help on how to import a solution, have a look in this article.

Step 3: After performing these steps, you will have the option to define and setup the SMS Authentication in the One-Click-Action (OCA) Configuration. The SMS authentication can be used only with an OCA. Existing OCA need to be modified to enable the SMS authentication.

Those are the steps of how to install, setup and enable SMS authentication. .

SMS Authentification - OCA

Step 4: If you have configured you OCA accordingly you will see the following additional dropdowns while running the OCA.

Additional Fields in Dialog

Please note: Be aware that that the SMS Authentication does not work if sender and recipient are the same. E.g., DocuSign user = usera@demo.com and recipient is also usera@demo.com. This is very important to consider while testing.

Define phone fields

Back to the OCA, you can define Phone fields. It is possible to define which phone fields are selectable or if a record type (e.g., User) doesn’t need to authenticate with SMS. The configuration for this can be opened by clicking on [Open] next to “Email Recipient Address Fields”.

First click on the [New]-button, then select the entity type like Account or User. Then click in the Phone Field and select which Phone fields are selectable in the Dialog. You can check the “None” item in case a recipient, for example a user, is not required to authenticate with SMS.

Email Recipients Address Fields

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

Was this helpful?

Yes  No
Related Articles
  • How to set a signing order for Adobe Sign.
  • Multi-Select Picklist fields in DocumentsCorePack Templates
  • How to solve the issue with DocumentsCorePack fields in Arabic text
  • How to access mscrm-addons product settings in Dynamics 365
  • How to create totals in the footer of a table
  • How to set a specific Language in your Template
Leave A Comment Cancel reply

Latest Articles
  • Datacenter Locations
  • Replace Microsoft Labs Attachment Management
  • Extract Emails within Queues in Dynamics 365
  • How to activate the DocuSign SMS Authentication for DocumentsCorePack
  • How to set a signing order for Adobe Sign.
Popular Articles
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • DocumentsCorePack Online Service Configuration
  • mscrm-addons.com Application Access for Dynamics 365 (App Access) – DocumentsCorePack
  • How licenses are counted
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
Top Rated Articles
  • IMPORTANT information for Dynamics 365 online customers using DocumentsCorePack and/or AttachmentExtractor
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • Step-by-Step: How to configure a One-Click-Action
  • Can you save data capacity by moving email content?
  • Online Services: Required Application Permissions
Categories
  • *News and General Infos* 50
  • Webinars 21
  • Template Designer(DCP 162
  • DocumentsCorePack(DCP 185
  • TelephoneIntegration (TI 64
  • AttachmentExtractor (AE 59
  • PowerSearch (PS 45
  • ActivityTools (AT 57
  • SmartBar (SB 51
  • GroupCalendar (GC 45
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
  • © 2022 www.mscrm-addons.com. All Rights Reserved.