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home/Knowledge Base/DocumentsCorePack(DCP)/How to create a DocumentsCorePack template for AssureSign (for 1 Signer)

How to create a DocumentsCorePack template for AssureSign (for 1 Signer)

173 views 0 Updated on December 29, 2022

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.

Open the DCP Template Designer.

Figure 1: DocumentsCorePack Template Designer

Step 2:
Select Insert AssureSign Item > Text or Signature (depending on what you want to work on).

Select Insert AssureSign Item > Text or Signature.

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.

Inserted text field.

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.

The Assure Sign Text properties.

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.

The predefined Visual Settings values from DCP.

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:

AssureSign Signature properties.

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.

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