Overview

eSignAnyWhere offers a plug-and-play integration solution with

Microsoft Dynamics Crm. This integration provides the following benefits:

• Accelerates the quote-to-cash process by sending envelopes—such as contracts and sales documents—from Dynamics with one click.
• Automatically merges data from Dynamics entities—such as accounts and contacts—into envelopes and pushes data gathered from signers during the signing process back to Dynamics.
• Makes it easy for recipients to sign anywhere, anytime, on any device.
• Makes it possible to track documents sent out for signature from within Dynamics.
• Eliminates manual steps across the entire process.

This integration is available for both Microsoft Dynamics CRM Online deployments and Microsoft Dynamics CRM on-premises deployments.

Completing Your eSignAnyWhere User Profile

Before you can send documents for signature from Microsoft Dynamics CRM, you must complete your user profile.

1. Sign On to Dynamics CRM. Your Microsoft Dynamics CRM dashboard displays.

       Note: Your particular dashboard view is dependent on your assigned user role.

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1. From the Dynamics Main menu, select the eSignAnyWhere tile then click Overview.

1. Under Document Cloud Overview, click the User Settings

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1. In the New eSignAnyWhere User page, click in the following fields to update them as required:

• Name—Enter the name of the eSignAnyWhere User Profile.
• Default Envelope Name - The default envelope name used when you send envelopes. It can be
• Default Email Subject - The default email subject used when you send envelopes. It can be overridden.
• Default Email Body – The default email body used when sending the envelopes. Can have html tags

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1. In the eSignAnyWhere Provider section enter an email that will appear as a sender email for the envelopes
2. Click Save & Close even if you have not changed any information. Doing so validates (if the user exists on the Namirial side) or creates a new user (if the user is not present on the Namirial side).

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This guides in this section shows the home interface as well as the list of envelopes, how to create a new envelope and also how to get the details of an envelope including the recipient information.