Please note: The following blogpost is seperated into two parts. 

The first part shows how to merge a document and send it to AssureSign.
The second part shows how you or your customers can sign a document right within AssureSign.

Part I: How to merge a document and send it to AssureSign?

Step 1:
Open an entity in CRM, for example Account and press Create Document.

Figure 1: Create document

Step 2:
Select the corresponding template (for 1 Signer ASSignature1, for 2 Signers
ASSignature2 etc.) and click on the [Next]-button:

Figure 2: Select template

Step 3:
If you would like to change the email-recipient(s) you can do so in the window that appears now. If not, proceed with a click on the [Next]-button:

Figure 3: Change email recipient if necessary

Step 4:
The document has been merged now. If you want to check it, before it is sent to AssureSign, you can do this here with a click on the [Preview]-button.
However, click on the [Finish]-button to send the document to AssureSign.  


Figure 4: Check the template before you send it 

Part II: How to sign a document right within AssureSign.

Whenever a document has to be signed, AssureSign sends you an email with a link. To sign a certain document, open the link and follow the below steps.   

Step A: 
Login to your AssureSign Account, continue and agree to the terms and conditions:

Figure 5: AssureSign after Login

Step B:
Fill out every field at the right side.

Figure 6: Fill out the contract fields 

Step C:
At the left side, sign with an input device. Click on the [Continue]-button in order to finish the signing process.

Figure 7: Sign in AssureSign 

Step D:
You will receive a conformation eMail.

Figure 8: Sign in AssureSign - details

In case there is more than one signer, the second signer gets an eMail with a link that asks him to sign the document as soon as the first signer has signed the document.

Basically, the same steps have to be done, apart from that the document has already been signed once. 


Figure 9: Sign document a second time

Simply repeat Step B & C. Of course you will also receive a conformation email (as described in Step D). A possible result could look like this screenshot:   


Figure 10: Possible result 

Well done! You are ready to sign documents electronically – congratulations!

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

Imagine, you would like to create a DocumentsCorePack template for AssureSign for two signers. Let us pretend, you wanted to make sure that the person who has revised a certain document, has the possibility to sign it.

Figure 1: AussureSign example

Simply add some text and another AssureSign-field type Text and open the corresponding AssureSign-properties window. Click here to find out how it works.

Step 1:
Open the Belongs to-drop down menu and select Add new one.

Figure 2: AssureSign properties - add new one 

Signer 2 is created by AssureSign automatically.

Click on the [OK]-button in order to proceed.

Step 2:
Open the AssureSign-properties window for the Signature field and select signer 2:


Figure 3: Assure Sign properties - belongs to signer 2

Please make sure that the Certified-checkbox is NOT checked.

Step 3:
Save the document. Congratulations! You can now use your brand new DocumentsCorePack template for two signers. 
 

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

DocuSign provides a setting that is called Send On Behalf Of Right. This setting allows all users (and not only the Master-DocuSign user) to send DocuSign documents on behalf of themselves.

Please note: If more users than the Master-DocuSign user should be allowed to send documents, you have to set the Send on Behalf Of-Rights once.   

Step 1:

Make sure to login to Microsoft Dynamics CRM as the user who is defined as the Master-DocuSign-Account-user, open an account and click on the [Go To DocuSign]-button.

Switch to preferences and select permissions in the member options-menu:

Figure 1: DocuSign - open permissions

Step 2:

Make sure that Send On Behalf Of Rights (API) is checked:

Figure 2: DocuSign - check send on behalf of rights (API)

As soon as this setting is checked, all users can send DocuSign-Documents on behalf of themselves. 

Congratulation! You have just discovered a new setting!   

Still curious? Find out how to create a DCP-Template for DocuSign here.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

To create a DocumentsCorePack template for AssureSign, open the www.mscrm-addons.com–tab in Microsoft Word and follow the instructions below:  

Step 1:
Open the Template Designer and then click the drop down menu of the [Insert Field]-button.

               
Figure 1: DocumentsCorePack Template Designer 

Step 2:
Select Insert AssureSign Item > Text or Signature (depending on what you want to work on): 

Figure 2: Insert Field > Insert AssureSign Item > Text

Let us pretend, you start with the field Text. The following field appears at the position of your cursor: 

Figure 3: Inserted text field

Step 3:
Click into the field and then select the Field properties in order to open the AssureSign Properties Window. In this window, you can set the properties for the type Text.

Step 4:
Set your Assure Sign Text-poperties correspondingly:

Figure 4: AssureSign text properties - Basic settings

Usually, the predefined Visual Settings-values from DocumentsCorePack should bring a good result, but they can - of course – also be customized.
When you are finished, click on the [OK]-button in order to proceed:

Figure 5: AussureSign text properties - visual settings

Step 5:
In case you decide to work on the signature, the following window appears after you have fullfilled Step 3:

Figure 6: Assure Sign signature properties

Additionally to the settings that have already been explained in the screenshots in Step 4, you can change the signature’s color from black to blue or vice versa.

Step 6:
Enjoy your DocumentsCorePack template for AssureSign for 1 signer!  

OR find out how to create Documents CorePack Templates for AssureSign for 2 signers!

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

This article was moved:

https://support.mscrm-addons.com/knowledgebase/docusign-for-documentscorepack/

Please follow the above link! 

How does AssureSign work?

AssureSign simplifies the world of e-signatures. It is a tool that empowers you to electronically sign documents.

We are happy to announce that we now offer the possibility to use AssureSign within DocumentsCorePack. Benefit from this combination and take the usability of Microsoft Dynamics CRM to a whole new level. 

How to install AssureSign for Microsoft Dynamics CRM

Step 1: Create an AssureSign account.
Step 2: Install AssureSign in CRM.
Step 3: Setup AssureSign in CRM

Please follow the link below for detailed information provided by AssureSign:

https://support.assuresign.net/hc/en-us/articles/224857448-Getting-Started-with-AssureSign-for-CRM

Make sure, that DocumentsCorePack-Server Version 2015.111 is installed on your CRM and that DocumentsCorePack-Client Version 7.102 is installed on your Client.

If you need to upgrade to or install one of the versions, please follow our Installation-Guides:

http://www.mscrm-addons.com/Support/Documentation.aspx#DCP

How to import AssureSign Templates

To work with AssureSign in DocumentsCorePack you will need some AssureSign templates.

Please note: These AssureSign-Templates are different to our DocumentsCorePack templates!

AssureSign templates define how AssureSign should work with DCP templates, like who is getting which emails at what time etc.

That is why DocumentsCorePack needs exactly one AssureSign template corresponding to the number of signers (which is identical to the number of signatures). So if there is/are 

one signature the addon needs an AssureSign template called mscrmAddons_1Signer 
two signatures DocumentsCorePack needs an AssureSign-Template called mscrmAddons_2Signer and so on…

Please find the latest version of our .zip-file called AssureSignTemplates.zip here.    

Please note: It includes 3 files so you can use up to 3 signers in AssureSign.

To import AssureSign templates, repeat the following steps for all three files
in the .zip-file:

Step 1:
Expand the .zip-file to a Temp-folder.

Step 2:
Login on the AssureSign homepage and go to the Document Templates-section. Select the New-tab and check Import Template form a Template Export File. Then, click on the [Next]-button.

Figure 1: Import template form a template export file

Step 3:
Select the file mscrmAddons_1Signer.documentTemplate from the temp-folder and click on the [Next]-button.     

Figure 2: Select template export file

Step 4:
Please note:
Do not change the template name as suggested, because DocumentsCorePack is searching for this template name only!

Figure 3: Set template name 

Now click on the [Next]-button in order to proceed. 

Step 5:

Please note:

Do not change the values in the next field, because DocumentsCorePack is searching for them in the template!

Figure 4: Define signatures 

Instead, click on the [Next]-button and accept point 2 – 5. In the last step hit the [Finish]-button.

Congratulation! You have just imported your first AssureSign-Template!  

Find out how to create DocumentsCorePack Templates for AssureSign here.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

Please note: The following article is seperated into two parts:

The first part shows how to merge a document and send it to DocuSign. The second part shows how you or your customers can sign a document right within DocuSign.

Part I: How to merge a document and send it to DocuSign

Step 1:
Open an entity in CRM, for example Account and press Create Document.

Figure 1: Create document

Step 2:
Select the corresponding template:

Figure 2: Select a template
 
Step 3:
If you would like to change the email recipient(s) you can do so in the window that appears now. If not, proceed with a click on the [Next]-button:

 

Figure 3: Change the email recipient(s) if necessary

Step 4:
The document has been merged now. In case you want to check it before you send it to DocuSign, you can do this here with a click on the [Preview]-button.
Click on the [Finish]-button to send the document to DocuSign.  


Figure 4: Send the document to DocuSign

Part II: How to sign a document right within DocuSign

Whenever a document has to be signed, DocuSign sends you an email with a link. To sign a certain document, open the link and follow the below steps. 

Step A: 
Open the link in the email you have received from DocuSign in order to start the signing process: 

Figure 5: Start the signing process

Step B:
Simply follow the instructions on the site to sign the corresponding document: 


Figure 6: Follow the instructions on the site to sign the document

Step C:
Click on the [Finish]-button. Congratulations! You have signed your first document with DocuSign. 

You are ready to sign documents electronically!  

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

To successfully integrate our products with custom entity-forms, the navigation configuration has to be applied manually.

This article describes, how MS Dynamics CRM Menu Navigation Links can be added manually to DocumentsCorePack and ActivityTools.

PLEASE NOTE 

• Adding the link will NOT install the product! Insert links only for products that have already been installed or that you are installing at the moment.
• When you decide to uninstall the product, these links have to be removed manually as well. They do not affect Microsoft Dynamics CRM in a bad way, but users will be redirected to dead links, if you forget to delete them.

How to add a navigation link

To do so, open a Microsoft Dynamics CRM record in which you want to add the navigation link. In our example, we use the record Contact. 

Then, click on FORM.

Figure 1: Open record in MS Dynamics CRM

The command bar shown in Figure 2 will open. Click on Navigation and then on INSERT. 

Figure 2: Click on navigation and insert

Thereafter, the ribbon will change and will show the [Navigation Link]-button. Click on it...

Figure 3: click on the [Navigation Link]-button

... in order to open the Navigation link Properties. Here, you can define the properties of the new menu-entry.

Name: Defines the display name of the entry

Icon: Defines the icon of the entry (not required)

Web Resource: Defines the web resource which should be loaded when you click on the link. Every web page has as specific web resource.

• DocumentsCorePack FileExplorer: “ptm_WebApplicationPreloaderDCPFX”
• ActivityTools: “ptm_ActivityTools/MainPage.html”

 

Hit “OK” in order to proceed.

Figure 4: Navigation Link Properties

 

Then click on the [Save]-button and afterwards on the [Publish]-button.

Figure 5: Save and Publish button

 

After reloading the CRM record, the new menu-entry should be visible:

Figure 6: New menu entry

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

This article describes how to define custom parameters for embedded ActivityTools pages (For example to pre-filter activity types).

When embedding ActivityTools in a CRM form, you have the possibility to insert custom parameters in Custom Parameter (data):

Figure 1: Web Resource Properties

 

The defined parameters only effect the current ActivityTools page.

The structure is:  [name of key]:[value of key];[name of next key]….. (e.g. “activitytypes:phonecall,email;lockactivitytype:true”)

The following keys can be used:

 

activitytypes

Define one or more activity type names separated by ”,”. Only activities of these types will be shown, when ActivityTools has loaded (e.g. activitytypes:email,phonecall).

Please Note: If the configured activity types does not result any activity records, users won’t be able to change the types within the Activitytools page!

 

lockactivitytype

Give it the value true if the activity type filter should not be changeable (lockactivitytype:true).

 

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

This article is about the DocumentsCorePack (DCP) FileExplorer in IFD environments for CRM 2011, 2013, 2015 and 2016.

Basically, DocumentsCorePack's FileExplorer is not supported in CRM IFD environments. Nevertheless, it could be possibly working. If you want to try to configure it, follow this article.

Limitations

• The embedded File Explorer only works in Internet Explorer (does not work in any other browser and is not tested with MS Edge).
• FileExplorer won’t work when accessing CRM from outside the local network.
• When launching FileExplorer with the IE-Dev-Tool opened, you will notice a security warning regarding to mixed http and https.
• There is no further development planned!
• In combination with IFD, FileExplorer integration is not covered by the support contract. 

 

Trouble Shooting

• This error could appear when you open the website:
  
  
  
  
  Figure 11: Server Error in '/' application
  
  To resolve it, open the web.config of the installation directory of DCP Server part and remove both lines starting with Infragistics2. In addition, change the targetFramework of compilation to 4.0 (if not already done).



• This error could appear when you try to save files to FileShare:
  
  File is not saved to file share.
  
  Activate debugging of DCP FileExplorer (see Solution 2: SERVER SOLUTION): link
  If generating documents via DCP server based (e.g. from a CRM Workflow), activate server based debugging as well: link
  You can find the log-files in the subfolder Log of the installation directory of DCP Server part.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.