To create a DocumentsCorePack (DCP) template for AssureSign, open the www.mscrm-addons.com tab in Microsoft Word and follow the instructions below.
Step 1:
Open the Template Designer and then click the drop down menu of the [Insert Field] button.
Figure 1: DocumentsCorePack Template Designer
Step 2:
Select Insert AssureSign Item > Text or Signature (depending on what you want to work on).
Figure 2: Insert Field > Insert AssureSign Item > Text
Let us pretend that you start with the field Text. The following field appears at the position of your cursor.
Figure 3: Inserted text field
Step 3:
Click in the field and then select the Field properties in order to open the AssureSign Properties Window. In this window, you can set the properties for the type Text.
Step 4:
Set your Assure Sign Text properties accordingly.
Figure 4: AssureSign text properties – Basic settings
Usually, the predefined Visual Settings values from DCP should bring a good result, but they can also be customized.
When you are finished, click on the [OK] button to proceed.
Figure 5: AussureSign text properties – visual settings
Step 5:
In case you want to work on the signature, the following window appears once you have fulfilled Step 3:
Figure 6: Assure Sign signature properties
In addition to the settings that have been explained in the screenshots from Step 4, you can also change the signature’s color from black to blue or vice versa.
Step 6:
Enjoy your DCP template for AssureSign for 1 signer, or learn how to create Documents CorePack Templates for AssureSign for 2 signers!
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.