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To install the eSignAnyWhere connector a Microsoft Dynamics 365 admin must follow this guide: Package Installation - Admin Guide - Connector for Dynamics 365 - Namirial eSAW & Signature - Confluence

After the eSignAnyWhere connector installation, a Microsoft Dynamics 365 admin user must apply some simple configurations before starting to use this app.

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Mandatory configurations to enable your organization to use the connector:

• Configure the eSAW instance and defaults values in Solution Setting configurations - See also

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• eSingAnyWhere Configuration

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•  for detailed information.

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• Configure the Connector Menu to use the

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• eSAW connector starting from others Dynamics Applications - See also Connector Menu Configuration - Admin Guide

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• Connector for Dynamics 365

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• for detailed information.

• Configure users role to allow the eSAW connector usage - See also User Role configuration for detailed information.

Optional configurations useful to use the connector:

• Configure your eSAW instance to enable the signing of envelopes directly from the connector -

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•  See also the

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• Host Sign Configuration

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• Configure

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• Relation between envelope and the object that you want to use as starting point to send

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• envelopes  - See also

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• Configure Sending Envelope

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• from Parent Record

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• Configure Automatic Envelope Update time interval - See also Automatic Update configuration

Overview

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