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

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	click the gear Icon click Advanced Settings

Open Solutions list

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	click Settings drop down click Solutions

If you have a newer version of Dynamics, you probably need to do some different step to visualize “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.