This blog article outlines how to merge a document with Adobe Sign by e-mail. In this example, we use a template which contains two signees. The document will be sent via e-mail to the two signees to be signed.
An example result is shown in the figure below.
Follow the steps below.
Step 1: Create document via DocumentsCorePack (DCP) Dialog
First, open your Dynamics 365 and search the entity you want to create a document for. Next, hit the [Create Document] button, which opens the DCP Dialog, as you can see below.
Select the template you want to execute. In this example, we want a document with two signees to be signed. We already prepared a template for this purpose.
Figure 2: DCP Dialog – select your template
Step 2: Define how your document should be executed
In this example, we want the document to be attached to an e-mail, so please check the following:
❶ Check the attach document checkbox and select as Adobe Sign email from the drop-down menu.
❷ Select your recipients and their e-mail addresses from the drop-down menus, which in this case is two, because we have two signees.
❸ Click on the [Next] button to continue.
Please note: The first recipient will get the document first and after signing it, the document will be sent to the second recipient.
Step 3: Check your document before you forward it to Adobe Sign
Click on the attachment to open the document.
This opens a preview of your document. As you can see, there are two different Adobe Sign text tags: one for the initials and one at the bottom of your document for the signatures of the two signees (highlighted in yellow).
If your document looks correct, click [Finish] to attach the document as Adobe Sign mail.
Step 4: Review and sign document
Now the first recipient you have selected receives an e-mail with the Adobe Sign document.
With a click on the blue text Click here to review and sign, the document opens in a browser where the first recipient must enter his initials and sign the document. The fields that must be completed by the first recipient are highlighted in yellow and marked with Start.
A click on the [Click to Sign] button at the bottom will finish the process and will send the document to the second recipient to be signed. Also, a copy can be downloaded here.
Step 5: Signed document ready for download
After the second recipient signs the document, all parties of the agreement will automatically receive a copy of the signed document.
Hit the blue text the document to open the signed document. In the window that opens in your browser, you can see:
❶ All details
❷ The steps of the process and the document
❸ Both signatures
❹ The option to download your signed document as a PDF
You now have your first document signed with Adobe Sign.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.