Following guide provides a thorough walk-through on automatic envelopes Envelopes update configuration within Microsoft Dynamics 365. This is an optional procedure, standard configuration updates each envelope Envelope every 24h after envelope 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
...
Select the workflow to configure
Figure | Description |
|---|---|
|
|
Modify workflow parameter (step 1)
...
Figure | Description |
|---|---|
|
*: Dynamics's workflow has some limitations. 1 hour is the limitation. The shortest update interval time that supported is supported 1 hour. |
Note: Previously created envelopes Envelopes are note not affected by this configuration change.
...