• Archive
  • Back to www.mscrm-addons.com
  • Archive
  • Back to www.mscrm-addons.com
home/Knowledge Base/DocumentsCorePack(DCP)

How to create a DocumentsCorePack template for DocuSign

47 views 0

Written by Administrator
February 9, 2016

To create a DocumentsCorePack template for DocuSign, open the www.mscrm-addons.com–tab in Microsoft Word and follow the instructions below:

Step 1:
Open the Insert MailMerge Fields window and then click on the [Insert Field]-button drop down menu.

 

image_thumb

Figure 1: Open the [Insert field]-button menu

Step 2:
Select Insert DocuSign Item > Signature:

 

image_thumb[2]

Figure 2: Insert Signature 

Please note: Besides Signature, you could also select Initial, Date Signed, Full Name, Email, Company, Title and Checkbox. 

At the position of your cursor as field this will be inserted:

 

image_thumb[3]

Figure 3: Insert field function in the template

Step 3:
Click on the field and then select the [Field properties]-button in order to open the DocuSign Properties window. In this window, you can set the properties for your signature.

Step 4:
Set your DocuSign Properties correspondingly:

image_thumb[5]

Figure 4: Set signature properties

When you are finished, click on the [OK]-button in order to proceed.

Step 5:
Enjoy your first DocumentsCorePack Template for DocuSign for 1 signer! Smile

To find out how to create a DocuSign Document with multiple signees, please follow the link below:
https://www.youtube.com/watch?v=naCVR2fJ4OE

Find out how to merge a document and send it to DocuSign here.

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
  • TemplateImportExport Console Application – DCPIE.exe
  • How to trigger a Microsoft Flow from dialog
  • Only count users with security role for licensing
  • Generate app password when using Office 365 connection type
  • How do I create a document and attach it or use it as the body of an email in a single workflow step in MS Dynamics 365 Online?
  • How to check the existence or the value of a SettingsKey in MS Dynamics 365
Latest Articles
  • TemplateImportExport Console Application – DCPIE.exe
  • How to trigger a Microsoft Flow from dialog
  • General Settings – DocumentsCorePack Server Based
  • How to use the Insert-as-Picture-Link-Field-button in Dynamics-365
  • What is “documents incl. per month”
Popular Articles
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • How licenses are counted
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • How to work with the new DocumentsCorePack custom connector for PowerAutomate (Microsoft Flow)
  • DocumentsCorePack Charts Feature (Dynamics 365)
Top Rated Articles
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • Can you save data capacity by moving email content?
  • How to set up an email content service
  • How to work with the new DocumentsCorePack custom connector for PowerAutomate (Microsoft Flow)
  • DocumentsCorePack Online Scheme
Categories
  • *News and General Infos* 43
  • Template Designer(DCP 151
  • DocumentsCorePack(DCP 146
  • TelephoneIntegration (TI 62
  • AttachmentExtractor (AE 47
  • PowerSearch (PS 43
  • ActivityTools (AT 55
  • SmartBar (SB 50
  • GroupCalendar (GC 43
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
  • © 2020 www.mscrm-addons.com. All Rights Reserved.