In the webinar on March 30th, 2023 we focused on how to prepare templates to be e-Signature ready and how to integrate Dynamics 365 with DocumentsCorePack and e-Signature to automate the e-Signing process and track contract statuses.
For those who frequently handle agreements, NDAs, contracts, proposals, and other documents requiring e-signatures, utilizing DocumentsCorePack can significantly reduce manual workload and improve process efficiency.
The webinar covered:
- Overview: DocumentsCorePack e-Signature integration explained
- How to:
- Prepare a contract using the Template Designer in Microsoft Word
- Configure and simplify your contract processes in Dynamics 365
- Automate your contracts using Power Automate and the Sign document action
More reading on this topic:
- Getting started with the Template Designer (November 2022 / online article)
- Create a document and sign it with AdobeSign in a workflow July 2022 / online article)
- AdobeSign integration of DocumentsCorePack (November 2022 / online article)
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