9. February 2016 14:37

How to create a DocumentsCorePack template for DocuSign

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

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


Step 1:
Open the Insert MailMerge Fields window and then click on the [Insert Field]-button drop down menu.

Figure 1: Open the [Insert field]-button menu

Step 2:
Select Insert DocuSign Item > Signature:

Figure 2: Insert Signature 

Please note: Besides Signature, you could also select Initial, Date Signed, Full Name, Email, Company, Title and Checkbox

At the position of your cursor as field this will be inserted:

Figure 3: Insert field function in the template

Step 3:
Click on the field and then select the [Field properties]-button in order to open the DocuSign Properties window. In this window, you can set the properties for your signature.

Step 4:
Set your DocuSign Properties correspondingly:
Figure 4: Set signature properties

When you are finished, click on the [OK]-button in order to proceed.

Step 5:
Enjoy your first DocumentsCorePack Template for DocuSign for 1 signer! Smile 

To find out how to create a DocuSign Document with multiple signees, please follow the link below:

Find out how to merge a document and send it to DocuSign here.

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

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