This guide explains how to create envelopes. In this guide, we will walk you through step-by-step instructions on envelope creation. After this guide you will be able to tailor envelopes to your specific needs, ensuring that each document meets your organization's requirement.

For detailed information on how to create an envelope please see Envelope Detail - User Guide - Connector for MS Dynamics 365

Create a new Envelope

Figure

Description

  1. Click 'New ' Button




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