As per default, AssureSign only supports the following entities:
– Account
– Lead
– Contact
– Order
– Contract and
– Opportunity
If you want to use DocumentsCorePack and AssureSign with other entities,
you must add this entity to AssureSign Document. This article provides
a step-by-step description on how to do so.
Open the Solutions in Microsoft Dynamics CRM.
Figure 1: CRM > Solutions
Expand the AssureSign document entity.
Figure 2: AssureSign document entity
Navigate to gields and click on the [New]-button to add a new field.
The easiest configuration is to configure the Lookup Field so the name
is entered with the
new_ namespace prefix followed by id, for example: new_[entityname]id.
If you wanted to a built in or custom CRM entities, you would use
the actual name, and not what is displayed in the Primary Entity list.
Step-by-step instruction on how to build in a relationship to Quote:
Step 1: Open the fields as explained before and fill in the below marked
fields according to your needs.
Figure 3: Fill in fields to build a relationship
Display name:
Enter the name of your Entity. For our example we use Quote.
Name:
Change it to lower space and don’t forget to add id (here: _quoteid)
Data Type:
Select Lookup
Target Record Type:
Select your entity. In our example we use Quote.
Step 2: Press on the [Save and Close]-button. Now, navigate to Forms and double click on AssureSign Document to open the form editor.
Figure 4: Forms
Figure 5: Form editor
Select your new field from the left and add it to your form.
(In this case you see the new Quote-field)
Click on the [Save]-button and close the form-Editor, then publish your changes by pressing on
the [Publish All Customizations]-button.
Now you can use this entity in DocumentsCorePack to generate documents and let them be signed with AssureSign.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.