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:
How does DocuSign work?
DocuSign is another tool that simplifies the world of e-signatures. It empowers you to electronically sign documents.
We are happy to announce that we offer the possibility to use DocuSign within DocumentsCorePack. Benefit from this combination and take the usability of Microsoft Dynamics CRM to a whole new level.
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.
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.
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.
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.
DocumentsCorePack needs some AssureSign-Templates to be able to work with AssureSign.
These templates have to be imported into AssureSign as described in the e-Signatures User guide.
You can download the AssureSign templates here:
AssureSignTemplates.zip (102.84 kb)
When you try to delete a solution, it will show you an error message if there are any dependencies.
To solve this issue, please follow the steps below.
Because the call for a Field Search in our DocumentsCorePack Client grew louder and louder, we decided to implement one.
Please note: The Field Search is available in version 7.101 and later versions.