Creating an envelope from parent record allows you to (additionally to what is possible from "envelopes list"):

  • Automatically add the Dynamics 365 parent object as recipient (if configured in Recipient Settings).
  • Map your Dynamics 365 object fields to eSAW document fields and vice-versa (if the data mapping is configured on this SalesForce object ).
  • Automatically store the signed document in eSAW (and audit trail file) related to your Dynamics parent object.




Create New Envelope from Parent Record 

From the Dynamics 365 object that you want to use as parent record, click 'Send for Signature' button (if it's not visible, ask to your admin to configure it)

Figure

Description

  1. Contact parent Dynamics Object
  2. Relates Entities
  3. Choose the Envelope relate entity

Please refer to Create New Envelope section to have detailed explanation of others fields.

Figure

Description

  1. Press 'New' butto to create a new Envelope related to the current Dynamics 365 entity

After the envelope creation, you will be redirected to the envelope detail

Figure

Description

  1. The default selected Data Mapping is shown and can be modified.
  2. The parent contact entity
  3. The contact is added as recipient by default.

Please refer to Create New Envelope section to have detailed explanation of others fields.

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