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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.

Mandatory Mandatory configurations to enable your organization to use the connector:

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

  Admin Guide  for

  eSingAnyWhere Configuration  for detailed information.

• Configure the Connector Menu to use the eSAW connector starting from others Dynamics Applications - See also

  Configure

  Connector Menu Configuration - Admin Guide Connector for Dynamics 365 for detailed

  informations

  information.

Optional configurations useful to use the connector:

• Configure the info to automatically retrieve eSAW recipient from  Microsoft Dynamics 365 Objects (note that Contact, Lead and User are preconfigured) - See also the eSingAnyWhere Configuration - Admin Guide - Connector for Dynamics 365 - Namirial eSAW & Signature - Confluence .

  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 -

   See

   See also the

   

  Host Sign Configuration

  .

• Configure

  "Send for Signature" action in Microsoft Dynamics 365

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

  envelopes

  envelopes  - See also

  the 

  Configure Sending Envelope

  From

  from Parent Record

  Configuration.

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

Overview

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