Automatic update functionality allows to align Envelopes stored into Dynamics instance according to Envelopes that were generated into eSignAnyWhere. It is implemented using Dynamics Workflow Processes.
Following guide provides a thorough walk-through on automatic Envelopes update configuration within Microsoft Dynamics 365. This is an optional procedure, standard configuration updates each Envelope every 24h after Envelope creation.Automatic update functionality allows to align Envelopes stored into Dynamics instance according to Envelopes that were generated into eSignAnyWhere. It is implemented using Dynamics Workflow Processes
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Open Advanced Settings option
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Open Solutions list
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If you have a newer version of Dynamics, you probably need to do some different step to visualize “Classic Solutions interface”
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Select the eSignAnyWhere connector
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Select the workflow to configure
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Deactivate workflow
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Select workflow parameter (step 1)
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Modify workflow parameter (step 1)
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Modify workflow parameter (step 2)
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*: Dynamics's workflow has some limitation. The shortest update interval time supported is 1 hour. |
Note: Previously created Envelopes are not affected by this configuration change.