To create a DocumentsCorePack template for AssureSign, open the www.mscrm-addons.com–tab in Microsoft Word and follow the instructions below:
Open the Template Designer and then click the drop down menu of the [Insert Field]-button.
Select Insert AssureSign Item > Text or Signature (depending on what you want to work on):
Let us pretend, you start with the field Text. The following field appears at the position of your cursor:
Set your Assure Sign Text-poperties correspondingly:
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:
In case you decide to work on the signature, the following window appears after you have fullfilled Step 3:
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.
Enjoy your DocumentsCorePack template for AssureSign for 1 signer!
OR find out how to create Documents CorePack Templates for AssureSign for 2 signers!
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