DeepSign is another e-signature tool that empowers users to electronically sign documents. It is primarily used in Switzerland, Germany, and Austria. This article describes how to create a DocumentsCorePack (DCP) template with a DeepSign signature.
Requirements:
- Template Designer version 11.4
- Installation of the DeepSign for Dynamics 365 solution
Add e-signature elements via the Insert Field button
To add DeepSign e-signature functionality to a DCP template, navigate to the mscrm-addons tab in Word. From here, select Insert MailMerge Fields to open the Template Designer.
In your Word document, click where you want to insert an e-signature. Then navigate back to the Template Designer and expand the Insert Field dropdown to view all options. Hover over Insert DeepSign item and select Signature, if sending to a signee, and Observer if not.
An inserted signature field will be placed in the document as shown below.
If multiple signers are required, insert multiple fields. Each added field will represent another signer.
Note: As of Template Designer – Desktop Client 12.8 and Office Add-In 1.11, DeepSign fields must be no greater than font size 4. If the fields are of a greater size, the document will be unable to be emailed during the document generation process. A fix for this issue is being worked on.
Create via placeholder text
The placeholder text for DeepSign is as follows: #deepsign#e-mail;signOrder#
However, in order for it to be used with the DCP dialog, you must leave out the email, as this will be later selected from the dialog. So, in the actual template in Word, the placeholder text should be as follows: #deepsign#;signOrder#. For your first signer, it would look like this: #deepsign#;1#. If there are additional signers, add the same placeholder text with the respective sign order numbers (ex: 1, 2, 3, etc.).
Advanced Criteria
If you have additional criteria that you would like to define, you can use other DeepSign placeholder text formats to do so. This also allows you to avoid using the latest client version by manually inserting the placeholders. View this article for more information.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.