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.

Following guide provides a thorough walk-through on automatic Envelopes update configuration within Microsoft Dynamics. This is an optional procedure, standard configuration updates each Envelope every 24h after Envelope creation.

Open Advanced Settings option

Figure	Description
	click the gear Icon click Advanced Settings

Open Solutions list

Depending on your Dynamics instance, the procedure to access the "Solutions list" may vary. Here is the standard procedure:

Figure	Description
	click Settings drop down click Solutions

If you are using a newer version of Dynamics, you may need to follow a different procedure to access the "Classic Solutions interface":

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	Click "Solutions", so a new tab should open. Look at next step of the procedure

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	Click "…" for more commands Click “Switch to classic“

Select the eSignAnyWhere connector

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	click eSignAnyWhere for Dynamics

Select the workflow to configure

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	click "Components" click "Processes" click "Namirial Envelope Automatic Update"

Deactivate workflow 

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	click "Deactivate" & confirm the deactivation

Select workflow parameter (step 1)

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	click "1 Day" in the timeout step

Modify workflow parameter (step 1)

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	click "1 Day" and delete its value

Modify workflow parameter (step 2)

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	select the desired amount of time * select "duration" click "Save and Close"  *: Dynamics's workflow has some limitation. The shortest update interval time supported is 1 hour.

Note: Previously created Envelopes are not affected by this configuration change.