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Optional configurations useful to use the connector:
- Configure the info to automatically retrieve eSAW recipient from Microsoft Dynamics 365 Objects (note that Contact, Lead and User are preconfigured) - See also the eSingAnyWhere Configuration - Admin Guide - Connector for Dynamics 365 - Namirial eSAW & Signature - Confluence .Configure your eSAW instance to enable the signing of envelopes directly from the connector - See also the Host Sign Configuration.
- Configure "Send for Signature" action in Microsoft Dynamics 365 object that you want to use as starting point to send envelopes - See also the Sending Envelope From Parent Record Configuration.
Overview
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