As per default, AssureSign only supports the following entities:
- Account - Lead - Contact - Order - Contract and - Opportunity
If you want to use DocumentsCorePack and AssureSign with other entities, you must add this entity to AssureSign Document. This article providesa step-by-step description on how to do so.
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Certain properties of DocumentsCorePack templates consist of conditions based on CRM fields. This article covers the basic syntax and the advanced options that can be used.Several DocumentsCorePack properties support the same syntax. A list of these properties can be found at the end of this article.
With Microsoft Dynamics CRM 2016 Microsoft has presented a new method of document generation. The overview below allows a comparison of the new native document generation with our solution DocumentsCorePack.
With the option to schedule document operations inside Microsoft Dynamics CRM – DocumentsCorePack opens up its capabilities for scheduled reports. Whether you want to
- get a simple overview of all opportunities closed last month, - you wish to send a reminder to a group of selected customers automatically or - you would simply like to find a printed copy of all invoices every morning in your printer – with scheduled reports this is not only possible, it is also easy.
This article describes which preconditions are needed in order to run the tool. It is a step-by-step instruction of how to use and benefit from the scheduler.
To create a DocumentsCorePack template for DocuSign, open the www.mscrm-addons.com–tab in Microsoft Word and follow the instructions below:
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.
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.
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.
To create a DocumentsCorePack template for AssureSign, open the www.mscrm-addons.com–tab in Microsoft Word and follow the instructions below: