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How to merge a document and start an in-person signing process

This blog article outlines how to merge a document with Adobe Sign and start an in-person signing process. With the in-person signing, a host facilitates an Adobe Sign session. The host must be an Adobe Sign account holder and the signers are only required to be with the host in order to sign documents.

In this example, we create a document and use therefore a template which contains one signer. The result can look like in the figure below: 

 

Therefore follow the steps below: 

Step 1: Create document via DCP Dialog
First, open your Dynamics 365 and search the entity you want to create a document for – in this example Work Order. Next, please hit the [CREATE DOCUMENT]-button which opens the DocumentsCorePack Dialog as you can see below. 

 

Here, please select the template you want to execute – in this case WorkOrder_Template.docx.

Step 2: Define how your document should be executed
In this example, we want the document to be attached, so please check the Attach document checkbox and select as Adobe Sign email from the drop-down menu. Check the In-person signing checkbox and your recipient and the e-mail address from the drop-down menu.

Please note: The recipient should be the person (the host - explained at the beginning)  who is required to be with the signer in order to sign the document. Click on [Next] to continue.

 

Step 3: Check your document before you forward it to Adobe Sign
Therefore, please click on the attachment, highlighted in yellow. 

 

This opens a preview of your document. As you can see, there are two Adobe Sign text tags: one for the initials and one at the bottom of your document for the signature (highlighted in yellow).

 

If your document is fine, please click [Finish] to attach the document as Adobe Sign mail.

Step 4: Review and sign document
Now you are able to open the document directly from the DCP Dialog, as you can see in the figure below. 

 

But also, an e-mail has been sent to the host who is required to be with the signer in order to sign the document (see figure below). With a click on the blue text “Click here to review and sign”, the document opens in a browser to be signed. 

 

As you can see in the figure below, the document is now ready to be signed. After the singer sings the document, the host has to hit the [Click to Sign]-button at the bottom of the page.

 

This action will finish the process and a copy of the signed document will be sent to all parties (see figure below). 

 

Step 5: Signed document ready for download 
Hit the blue text “the document” in the received e-mail to open the signed document. 

 

In the so opened window in your browser, you can see all details, the steps of the process and the document, which now contains both signatures. Click on PDF to download your signed document. 

 

Congratulations! You have signed your first Adobe Sign document using in-person signing. 

 

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


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