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- Configure the eSAW instance and defaults values in Solution Setting configurations - See also eSingAnyWhere Configuration for detailed information.
- Configure the Connector Menu to use the eSAW connector starting from others Dynamics Applications - See also Connector Menu Configuration - Admin Guide Connector for Dynamics 365 for detailed information.
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- Configure your eSAW instance to enable the signing of envelopes directly from the connector - See also the Host Sign Configuration
- Configure Relation between envelope and the object that you want to use as starting point to send envelopes - See also Configure Sending Envelope from Parent Record
Overview
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