Following guide provides a thorough walk-through on automatic envelopes update configuration within Microsoft Dynamics 365. This is an optional procedure, standard configuration updates each envelope every 24h after envelope creation.

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

Open Advanced Settings option

Figure	Description
	click the gear Icon click Advanced Settings

Open Solutions list

Figure	Description
	click Settings drop down click Solutions

Select the eSignAnyWhere connector

Figure	Description
	click eSignAnyWhere for Dynamics 2016

Select the workflow to configure

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

Modify workflow parameter (step 1)

Figure	Description
	click "Deactivate" (not present in the image, but it has red icon) click "1 Day" in the timeout step click "1 Day" and delete its value

Modify workflow parameter (step 2)

Figure

Description

select the desired amount of time *
select "duration"
click "Save and Close"

*: Dynamics's workflow has some limitations. 1 hour is the shortest update interval time that is supported

Note: Previously created envelopes are note affected by this configuration change.

Automatic Update configuration (OPT) - Admin guide - Microsoft Dynamics 365