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Matteo Marchionne

Matteo Marchionne

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Open Advanced Settings option

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Description

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  1. click the gear Icon
  2. click Advanced Settings


Open Solutions list

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Description

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  1. click Settings drop down
  2. click Solutions


Select the eSignAnyWhere connector

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Description

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  1. click eSignAnyWhere for Dynamics 2016


Select the workflow to configure

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Description

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  1. click "Components"
  2. click "Processes"
  3. click "Namirial Envelope Automatic Update"


Modify workflow parameter (step 1)

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Description

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  1. click "Deactivate" (not present in the image, but it has red icon)
  2. click "1 Day" in the timeout step
  3. click "1 Day" and delete its value


Modify workflow parameter (step 2)

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Description

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  1. select the desired amount of time *
  2. select "duration"
  3. click "Save and Close" 





*: Dynamics's workflow has some limitations. 1 hour is the shortest update interval time that is supported



Note: Previously created envelopes are note affected by this configuration change.