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home/Knowledge Base/DocumentsCorePack(DCP)/Generate and send document for e-Signing using DocuSign

Generate and send document for e-Signing using DocuSign

373 views 0 Updated on June 8, 2021

This blog article outlines how to merge a document and send it to DocuSign and is seperated in two parts:

Part I: How to merge a document and send it to DocuSign – This part shows how to merge a document and send it to DocuSign.
Part II:How to sign a document right within DocuSign – This part shows how you or your customers can sign a document right within DocuSign.

Part I: How to merge a document and send it to DocuSign

Step 1: Open an entity in your Dynamics 365, for example Account and press Create Document.


Figure 1: Create document

Step 2: Select the corresponding template:

image
Figure 2: Select a template

Step 3: If you would like to change the email recipient(s) you can do so in the window that appears now. If not, proceed with a click on the [Next]-button:

image
Figure 3: Change the email recipient(s) if necessary

Step 4: The document has been merged now. In case you want to check it before you send it to DocuSign, you can do this here with a click on the [Preview]-button.

Click on the [Finish]-button to send the document to DocuSign.

image
Figure 4: Send the document to DocuSign

Part II: How to sign a document right within DocuSign

Whenever a document has to be signed, DocuSign sends you an e-mail with a link. To sign a certain document, open the link and follow the below steps.

Step 1: Open the link in the e-mail you have received from DocuSign in order to start the signing process.

image
Figure 5: Start the signing process

Step 2: Simply follow the instructions on the site to sign the corresponding document.

image
Figure 6: Follow the instructions on the site to sign the document

Step 3: Click on the [Finish]-button. Congratulations! You have signed your first document with DocuSign.

Now you are ready to sign documents electronically! Smile

Back to the DocuSign overview.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

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