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.

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.

The Field Search can be run in the

- DCP Template Designer (in both tabs, the standard as well as the additional one)
- template settings
- relationship Manager
- look-up-fields (or additional entites), no matter if there is a Search Field or not    

How to use the Field Search  

Open your DocumentsCorePack Template Designer (aka DocumentsCorePack Client) by clicking on Insert Mail Merge Fields on the left side of the command bar.

 

 

Figure 1: Open Insert MailMerge Fields

To search in the DocumentsCorePack Template Designer, insert a random term and click on the magnifying glass.

Figure 2: Search for term in the DocumentsCorePack Template Designer

In our example, we look for the term Name. After clicking on the magnifying glass, all the fields that are tied to the term Name appear. Additionally, you can see all the related entities. 

Figure 3: Example search for the term name

With a click on + (Plus) next to the upbrought fields, you can open the related entities. No matter on which entity you click, the only fields that will be shown are the ones that contain the search term (here: Name):

Figure 4: Open related fields

How to set your Field-Search-preferences

If you want to set or change your Field Search-preferences, click on Settings at the bottom of the DocumentsCorePack Template Designer.

Figure 5: Change field search preferences

The Settings-window opens. Here you can set your Field Search-preferences by checking the corresponding fields (Name, Display Name and/or Description) in the Search-section: 
 

Figure 6: Set field search preferences

As soon as you have refined your settings, click on the [Close]-button and proceed with your search.

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

This article provides step-by-step instructions regarding to the upgrade of our addons to Microsoft Dynamics CRM 2016.

Our addons provide a wide range of helpful features! But before you will be able to enjoy the various benefits of or addons for MS CRM 2016 there is some work (at least let us call it like that) waiting for you:

The upgrade.

Do you know Murphy’s 4th Law of Computing? You do, don’t you? No?*

Anyway, we are not here to make jokes (seriously!), but to make sure that your product works impeccably. Having that in mind, let us start:

There are three possible scenarios from which you could start your upgrade.

1) The ideal case

You are the delighted owner of one of the following addon versions:

DocumentsCorePack (DCP) Client > 7.103 
TelephoneIntegration Client > 7.100
DocumentsCorePack (DCP) Server > 2015.109  
TelephoneIntegration Server > 2015.100
AttachmentExtractor, SmartBar Server, ActivityTools > 2015.200

In this case, an upgrade from MS CRM 2015 to 2016 is possible without extra work.

2) The semi-ideal case:

Your current version is none of the versions mentioned before, but you have not tried to upgrade your CRM to the 2016 version yet. No problem – simply upgrade to one of the versions mentioned above and then upgrade to MS CRM 2016.

3) The – well, we are going to work it out together – case:

Your addon's version is none of the versions mentioned before, but you have already upgraded your MS CRM to the 2016 version. If so, simply upgrade to one of the versions mentioned in the first case.
Probably you will stumble over the following failure notice:

Figure 1: Upgrade failure notice

Yes. We know. You also wanted to be one of the ideal case–users. But imagine – in that case you would not be able to read that wonderful blog and I wouldn’t have a job. So let’s focus on the positive aspects.

What is more: We have the perfect solution for your issue. Simply click on the [OK]-button, then press the [Cancel]-button and finally, click on the [Yes]-button (the short version of "Did you turn it on and off again?" ;) ).

Figure 2: Cancel setup 

After a few seconds, a new CRM connection setup-dialog appears. For further information on the CRM connection dialog, please have a look at our documentation of the same name. 

Figure 3: CRM Connection setup dialog

Select your preferred organization and click on the [OK]-button. Follow the upgrade instructions as usual…

Figure 4: Upgrade (example addon: TelephoneIntegration Server)

… and the upgrade will work out perfectly!

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

* Murphy’s 4th Law of Computing: When the going gets tough, upgrade.