How to merge a document with Adobe Sign by e-mail

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 be signed.

The result can look like in the figure below:

Figure 1: DCP document with two Adobe Sign signatures

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. Next, please hit the [CREATE DOCUMENT]-button which opens the DocumentsCorePack Dialog as you can see below. 

Please select the template you want to execute – we want a document with two signees to be signed and we prepared a 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. Select your recipients and their
❷  e-mail addresses from the drop-down menus – in this case two, because we have two signees.

Please note: The first recipient will get the document first and after signing it, the document will be sent to the second recipient. Click on the [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

Click on the attachment to open the document. 

Figure 4: DCP Dialog – preview 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 is fine, please 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. 

Figure 6: E-mail with a link to 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.

Figure 7: Sign the document

A click on the [Click to Sign]-button at the bottom will finish the process and will send the document to the second recipient (selected before) to be signed. Also, a copy can be downloaded here.

Figure 8: Document successfully signed – message

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.

Figure 9: E-mail signed document with two signees

Hit the blue text “the document” 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 10: The signed document ready for download

Congratulations! You 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.