This article shows how to send a document for e-Signing using the Adobe Sign integration of DocumentsCorePack.
Please note: In order to utilize the integration it is required to install and configure AdobeSign for Microsoft Dynamics 365. Learn more how to get started with Adobe Sign as an additional feature of DocumentsCorePack.f
In this example, we create a document and use therefore a template which contains one signer. The result can look like in the figure below:
Follow the steps below:
Step 1: Create document via DCP Dialog
First, open your Dynamics 365 and search the entity you want to create a document for – in this example Work Order. Next, please hit the [CREATE DOCUMENT]-button which opens the DocumentsCorePack Dialog as you can see below and select the template you want to execute.
Figure 2: DCP Dialog – select template
Step 2: Define how your document should be executed
In this example, we want the document to be attached, so please check the
❶ Attach document checkbox and select “as Adobe Sign email” from the drop-down menu. Check the
❷ In-person signing checkbox and your recipient and
❸ the e-mail address from the drop-down menu.
Please note: The recipient should be the person (the host – explained at the beginning) who is required to be with the signer in order to sign the document. Click on [Next]- button to continue.
Figure 3: DCP Dialog – define how your document should be executed
Step 3: Check your document before you forward it to Adobe Sign
Please click on the attachment to open it.
Figure 4: DCP Dialog – Preview document
A preview of your document is shown. As you can see, there are two Adobe Sign text tags: one for the initials and one at the bottom of your document for the signature (highlighted in yellow).
Figure 5: Preview of your document
If your document is fine, please click [Finish] to attach the document as Adobe Sign mail.
Step 4: Review and sign document
Now you are able to open the document directly from the DocumentsCorePack Dialog, as you can see in the figure below.
Figure 6: DCP Dialog – complete the document signing
But also, an e-mail has been sent to the host who is required to be with the signer in order to sign the document. With a click on the blue text “Click here to review and sign”, the document opens in a browser to be signed.
Figure 7: E-mail with a link to Adobe Sign document
As you can see in the figure below, the document is now ready to be signed. After the signer signs the document, the host has to hit the [Click to Sign]–button at the bottom of the page.
Figure 8: Sign the document
This action will finish the process and a copy of the signed document will be sent to all parties.
Figure 9: Document successfully signed – message
Step 5: Signed document ready for download
Hit the blue text “the document” in the received e-mail to open the signed document.
In the so opened window in your browser, you can see
❶ all details,
❷ the steps of the process and the document, which now contains
❸ both signatures. Click on
❹ PDF to download your signed document.
Figure 11: The signed document ready for download
Congratulations! You have signed your first Adobe Sign document using in-person signing.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.