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.
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.
To create a DocumentsCorePack template for AssureSign, open the www.mscrm-addons.com–tab in Microsoft Word and follow the instructions below:
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.
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)