28. August 2015 08:28

HowTo: Use DocuSign with DocumentsCorePack for Microsoft Dynamics CRM

Filed Under(CRM 2015 | DocumentsCorePack 2015) By Michael Dohr

See how DocumentsCorePack enables your users to generate documents and trigger a DocuSign process straight out of CRM.

Example: NDA to be sent & signed to an account and afterwards counter-signed by the owner of the account.

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Video Agenda:
1) Defining DocuSign-items within the MS Word template
2) Defining eSignature-recipients (signee 1- the customer; Signee 2 – counter-signee)
3) Step-by-Step tour through the eSignature process.

Using DocuSign with DocumentsCorePack for Microsoft Dynamics CRM

Technical Requirements:
- DocumentsCorePack Client v 7.24 or higher
- DocumentsCorePack ServerBased v 2015.43 or higher (NOTE: Online services will be updated by mscrm-addons.com)

Enjoy!

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

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