To install the eSignAnyWhere connector a Microsoft Dynamics 365 admin must follow this guide: Package Installation - Connector for Dynamics
After the eSignAnyWhere connector installation, a Microsoft Dynamics 365 admin user must apply some simple configurations before starting to use this app.
Mandatory configurations to enable your organization to use the connector:
Configure the eSAW instance and defaults values in Solution Setting configurations - See also eSingAnyWhere Configuration for detailed information.
Configure the Connector Menu to use the eSAW connector starting from others Dynamics Applications - See also Connector Menu Configuration - Admin Guide Connector for Dynamics 365 for detailed information.
- Advanced options → Settings → Solutions → eSignAnyWhere → Configuration
- Insert ApiToken & eSAW API URL
Configure users role to allow the eSAW connector usage - See also User Role configuration
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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 also the Host Sign Configuration
Configure Relation between envelope and the object that you want to use as starting point to send envelopes - See also Configure Sending Envelope from Parent Record
Configure Automatic Envelope Update time interval - See also Automatic Update configuration
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