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 configurations to enable your organization to use the connector:
- Configure the eSAW instance and defaults values in Solution Setting configurations - See alsoAdmin Guide for detailed information.
- Configure the Connector Menu to use the eSAW connector starting from others Dynamics Applications - See also Configure Connector Menu for detailed informations.
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 your eSAW instance to enable the signing of envelopes directly from the connector - See also the Host Sign Configuration.
- Configure "Send for Signature" action in Microsoft Dynamics 365 object that you want to use as starting point to send envelopes - See also the Sending Envelope From Parent Record Configuration.
Overview
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