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

Figure	Description
Open	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

Figure	Description
Open	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":

Select the eSignAnyWhere connector

Select the workflow to configure

Deactivate workflow 

Select workflow parameter (step 1)

Modify workflow parameter (step 1)

Modify workflow parameter (step 2)

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