This blog article outlines how to merge a document and send it for e-signing with DocuSign.
Part I: How to merge a document and send it to DocuSign
Part II: How to sign a document 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.
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.
Figure 3: Change the email recipient(s) if necessary
Step 4: The document has now been merged. If you want to check it before sending it to DocuSign, you can do so here with a click on the [Preview] button.
Click on the [Finish] button to send the document to DocuSign.
Figure 4: Send the document to DocuSign
Part II: How to sign a document right within DocuSign
When a document has to be signed, DocuSign sends you an e-mail with a link to the document. To sign it, 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.
Figure 5: Start the signing process
Step 2: Follow the instructions on the site to sign the corresponding document.
Figure 6: Follow the instructions on the site to sign the document
Step 3: Click on the [Finish] button. You have now signed your first document with DocuSign.
You are ready to sign documents electronically!
Back to the DocuSign overview.
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