Below is a step-by-step instructions on configuring the connector menu to use it in others Dynamics applications.


Open Advanced Settings option

Figure

Description

  1. click the gear Icon
  2. click Advanced Settings

Open Solutions list

Figure

Description

  1. click Settings drop down
  2. click Solutions

Select the App where you want to use the connector

Figure

Description

  1. select an app

Choose a client extension

Figure

Description

  1. Client Extensions list
  2. double click on the client extension where you want to add the eSAW functionalities

Add the eSignAnyWhere Area

Figure

Description

  1. Add new sitemap element
  2. Add a new Area
  3. The title of the area

Add a new Group

Figure

Description

  1. Add new sitemap element
  2. Add new group to  contain subareas

Add the Home Subarea

Figure

Description

  1. Add new sitemap element
  2. Add new Subarea
  3. Choose 'Web Resource' type
  4. Choose 'cs_Overview' URL
  5. Title of the Subarea

Add the EnvelopesSubarea

Figure

Description

  1. Add new sitemap element
  2. Add new Subarea
  3. Choose 'Entity' type
  4. Choose 'Envelope' Entity
  5. Title of the Subarea

Save

Figure

Description

  1. Save your SiteMap

Publish

Figure

Description

  1. Publish your SiteMap
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