To create a DocumentsCorePack template for DocuSign, open the www.mscrm-addons.com–tab in Microsoft Word and follow the instructions below:
Open the Insert MailMerge Fields window and then click on the [Insert Field]-button drop down menu.
Figure 1: Open the [Insert field]-button menu
Select Insert DocuSign Item > Signature:
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:
Figure 3: Insert field function in the template
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.
Set your DocuSign Properties correspondingly:
Figure 4: Set signature properties
When you are finished, click on the [OK]-button in order to proceed.
Enjoy your first DocumentsCorePack Template for DocuSign for 1 signer!
To find out how to create a DocuSign Document with multiple signees, please follow the link below:
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to firstname.lastname@example.org.