News.mscrm-addons.com BlogHello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogHow to merge a document with Adobe Sign by e-mailhttps://www.mscrm-addons.com/Blog/PostId/10188/how-to-merge-a-document-with-adobe-sign-by-e-mail*Features / News*,DocumentsCorePack (DCP),DCP 365,e-SignaturesThu, 31 Jan 2019 09:20:12 GMT<p style="text-align: justify;">This blog article outlines how to merge a document with Adobe Sign by e-mail. In this example, we use a template which contains two signees. The document will be sent via e-mail to the two signees be signed.</p> <p style="text-align: justify;">The result can look like in the figure below:</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="DCP document with two Adobe Sign signatures " href="/Portals/0/Blog/AdobeSign_How_to_merge_a_document_with_AdobeSign_by_email/Figure1.png"> <img alt="DCP document with two Adobe Sign signatures" width="349" height="489,5" class="img-responsive" src="/Portals/0/Blog/AdobeSign_How_to_merge_a_document_with_AdobeSign_by_email/Figure1.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: DCP document with two Adobe Sign signatures</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">Therefore follow the steps below:&nbsp;</p> <p style="text-align: justify;"><strong><span style="color: #0077b3;">Step 1: Create <g class="gr_ gr_73 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-ins replaceWithoutSep" id="73" data-gr-id="73">document</g>&nbsp;via DCP Dialog</span></strong><br /> <span style="text-align: justify;">First, open your Dynamics 365 and search the entity you want to create a document for &ndash; in this example Work Order. Next, please hit the </span><strong style="text-align: justify;">[CREATE DOCUMENT]</strong><span style="text-align: justify;">-button which opens the DocumentsCorePack Dialog as you can see below.&nbsp;</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="DCP Dialog - select your template " href="/Portals/0/Blog/AdobeSign_How_to_merge_a_document_with_AdobeSign_by_email/Figure2.png"><img alt="DCP Dialog - select your template" width="383,5" height="280,5" class="img-responsive" src="/Portals/0/Blog/AdobeSign_How_to_merge_a_document_with_AdobeSign_by_email/Figure2.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 2: DCP Dialog - select your template<br /> <br /> </em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Here, please select the template you want to execute &ndash; in this case we want a document with two signees to be signed, so please select the <em>WorkOrder_Template_2signees.docx</em>.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">​</p> </div> <p style="text-align: justify;"><span style="color: #0077b3;"><strong>Step 2: Define how your document should be executed</strong></span><br /> <span>In this example, we want the document to be attached, so please check the <em><strong>Attach document</strong></em> checkbox and select <em><strong>as Adobe Sign email</strong></em> from the drop-down menu (see figure below). Select your recipients and their e-mail addresses from the drop-down menus &ndash; in this <g class="gr_ gr_88 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="88" data-gr-id="88">case</g>&nbsp;two, because we have two signees. </span></p> <p style="text-align: justify;"><span><strong>Please note</strong>: The first recipient will get the document first and after signing it, the document will be sent to the second recipient. Click on the <strong><em>[Next]</em></strong>-button to continue.&nbsp;</span></p> <p style="text-align: justify;"><span></span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="DCP Dialog - define how your document should be executed " href="/Portals/0/Blog/AdobeSign_How_to_merge_a_document_with_AdobeSign_by_email/Figure3.png"> <img alt="DCP Dialog - define how your document should be executed" width="457" height="414,5" class="img-responsive" src="/Portals/0/Blog/AdobeSign_How_to_merge_a_document_with_AdobeSign_by_email/Figure3.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 3: DCP Dialog - define how your document should be executed</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><br /> </em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><br /> </em></p> </div> <p> <span style="color: #0077b3;"><strong>Step 3: Check your document before you forward it to Adobe Sign<br /> </strong></span><span style="text-align: justify;">Therefore, please click on the attachment, highlighted in yellow.&nbsp;</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="DCP Dialog - preview document" href="/Portals/0/Blog/AdobeSign_How_to_merge_a_document_with_AdobeSign_by_email/Figure4.png"> <img alt="DCP Dialog - preview document" width="344,5" height="308,5" class="img-responsive" src="/Portals/0/Blog/AdobeSign_How_to_merge_a_document_with_AdobeSign_by_email/Figure4.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 4: DCP Dialog - preview document</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> </em></p> </div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><br /> </em></p> <p><span> This opens a preview of your document. As you can see, there are two different Adobe Sign text tags: one for the initials and one at the bottom of your document for the signatures of the two signees (highlighted in yellow).</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Preview of your document " href="/Portals/0/Blog/AdobeSign_How_to_merge_a_document_with_AdobeSign_by_email/Figure5.png"><img alt="Preview of your document" width="422" height="479,5" class="img-responsive" src="/Portals/0/Blog/AdobeSign_How_to_merge_a_document_with_AdobeSign_by_email/Figure5.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 5: Preview of your document</em></div> </div> <p><span style="text-align: justify;"><br /> If your document is fine, please click</span><strong style="text-align: justify;">[Finish]</strong><span style="text-align: justify;"> to attach the document as Adobe Sign mail.&nbsp;</span></p> <p><span style="text-align: justify;"> </span></p> <p><span style="text-align: justify;"> </span></p> <p><span style="text-align: justify;"></span></p> <p><span style="color: #0077b3;"><strong>Step 4: Review and sign document<br /> </strong></span><span style="text-align: justify;">Now the <strong>first recipient</strong> you have selected receives an e-mail with the Adobe Sign document as you can see below.&nbsp;</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="E-mail with link to Adobe Sign document " href="/Portals/0/Blog/AdobeSign_How_to_merge_a_document_with_AdobeSign_by_email/Figure6.png"> <img alt="E-mail with link to Adobe Sign document " width="461" height="325" class="img-responsive" src="/Portals/0/Blog/AdobeSign_How_to_merge_a_document_with_AdobeSign_by_email/Figure6.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 6: E-mail with a link to Adobe Sign document </em></div> </div> <p>&nbsp;</p> <p style="margin-bottom: 10pt; text-align: justify;">With a click on the blue text &ldquo;<em><strong>Click here to review and sign</strong></em>&rdquo;, the document opens in a browser where the first recipient must enter his initials and sign the document. As you can see in the figure below, the fields, that must be completed by the first recipient, are highlighted in yellow and marked with Start.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Sign the document" href="/Portals/0/Blog/AdobeSign_How_to_merge_a_document_with_AdobeSign_by_email/Figure7.png"> <img alt="Sign the document" width="426,5" height="475" class="img-responsive" src="/Portals/0/Blog/AdobeSign_How_to_merge_a_document_with_AdobeSign_by_email/Figure7.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 7: Sign the document</em></div> </div> <p>&nbsp;</p> <p style="margin-bottom: 10pt; text-align: justify;">A click on the <strong>[Click to Sign]</strong>-button at the bottom will finish the process and will send the document to the second recipient (selected before) to be signed. Also, a copy can be downloaded here.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Document successfully signed - message " href="/Portals/0/Blog/AdobeSign_How_to_merge_a_document_with_AdobeSign_by_email/Figure8.png"> <img alt="Document successfully signed - message " width="470" height="175" class="img-responsive" src="/Portals/0/Blog/AdobeSign_How_to_merge_a_document_with_AdobeSign_by_email/Figure8.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 8: Document successfully signed - message </em></div> </div> <p>&nbsp;</p> <p style="margin-bottom: 10pt; text-align: justify;"><strong><span style="color: #0077b3;">Step 5: Signed document ready for download</span></strong>&nbsp;<br /> After the second recipient signs the document, all parties of the agreement will automatically receive a copy of the signed document (see figure below).</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="E-mail signed document with two signees" href="/Portals/0/Blog/AdobeSign_How_to_merge_a_document_with_AdobeSign_by_email/Figure9.png"> <img alt="E-mail signed document with two signees" width="419,5" height="448" class="img-responsive" src="/Portals/0/Blog/AdobeSign_How_to_merge_a_document_with_AdobeSign_by_email/Figure9.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 9: E-mail signed document with two signees</em></div> </div> <p>&nbsp;</p> <p style="margin-bottom: 10pt; text-align: justify;">Hit the blue text &ldquo;<em>the document</em>&rdquo; to open the signed document.&nbsp;</p> <p style="text-align: justify;">In the so opened window in your browser, you can see <span style="font-size: 24px; color: #0077b3;">❶ </span>all details, <span style="font-size: 24px; color: #0077b3;">❷ </span>the steps of the process and the document, which now contains <span style="font-size: 24px; color: #0077b3;">❸ </span>both signatures. Click on <span style="font-size: 24px; color: #0077b3;">❹ </span>PDF to download your signed document.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="The signed document ready for download " href="/Portals/0/Blog/AdobeSign_How_to_merge_a_document_with_AdobeSign_by_email/Figure10.png"> <img alt="The signed document ready for download " width="598,5" height="446" class="img-responsive" src="/Portals/0/Blog/AdobeSign_How_to_merge_a_document_with_AdobeSign_by_email/Figure10.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 10: The signed document ready for download </em></div> </div> <p>&nbsp;</p> <p style="margin-bottom: 10pt; text-align: justify;">Congratulations! You have your first document signed with Adobe Sign.&nbsp;</p> <p style="margin-bottom: 10pt; text-align: justify;"><span style="font-size: 13px;"><span style="background-color: #fcfcfc;"><strong>That&rsquo;s it!</strong></span><span style="background-color: #fcfcfc;"><strong>&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc;">.</span></span></p> <p style="margin-bottom: 10pt; text-align: justify;">&nbsp;</p> <p style="margin-bottom: 10pt; text-align: justify;">&nbsp;</p> <p style="margin-bottom: 10pt; text-align: justify;">​</p>10188