9. February 2016 14:29

How to create a DocumentsCorePack Template for AssureSign (for 2 Signers)

Filed Under(CRM 2015/2016 | DocumentsCorePack 2015 | DocumentsCorePack 2016) By akumer

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.

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