This guide explains how to configure the user settings as well as how to retrieve the api token.

Configure your own users settings

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Figure

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The

User Settings Tab.

The eSAW Api token that identify a specific user. follow the instructions in image below to retrieve it.

The

default envelope name used to create all envelopes created by your user.  This value can be modified in each envelope. This is the default email subject of the mail that a recipient receives to be notified that an envelope have to be signed. This default is applied to all envelopes created by your user.  This value can be modified in each envelope. The default email body of the mail that a recipient receives to be notified that an envelope have to be signed. This default is applied to all envelopes created by your user.  This value can be modified in each envelope. The eSAW Api token that identify a specific user. follow the instructions in image below to retrieve it. Save Button

Retrieve eSAW Api token

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Image Modified	Settings Section Api Tokens and Apps Your Api Token

Before you can send documents for signature from Microsoft Dynamics CRM, you must complete your user profile.

• Sign On to Dynamics CRM. Your Microsoft Dynamics CRM dashboard displays.

Note: Your particular dashboard view is dependent on your assigned user role.

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• From the Dynamics Main menu, select the eSignAnyWhere tile

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• In Home secion, click 'User Settings'

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• insert yours eSignAnyWhere provider settings
  • Email
  • ApiToken

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• You can also change your default envelope data

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• Click 'Save' Button

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• Verify that your ApiToken is succesfully validated

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