Following guide provides a thorough walk-through on automatic envelopes Envelopes update configuration within Microsoft Dynamics 365. This is an optional procedure, standard configuration updates each Envelope every 24h after Envelope creation.
Automatic update functionality allows to align Envelopes stored into Dynamics instance according to Envelopes that were generated into eSignAnyWhere. It is implemented using Dynamics Workflow Processes
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Open Advanced Settings option
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| - click the gear Icon
- click Advanced Settings
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Open Solutions list
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| - click Settings drop down
- click Solutions
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Select the eSignAnyWhere connector
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| - click eSignAnyWhere for Dynamics 2016
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Select the workflow to configure
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| - click "Components"
- click "Processes"
- click "Namirial Envelope Automatic Update"
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Deactivate workflow
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| - click "Deactivate" (not present in the image, but it has red icon)& confirm the deactivation
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Select workflow parameter (step 1)
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| - click "1 Day" in the timeout step
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Modify workflow parameter (step 1)
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| - click "1 Day" and delete its value
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Modify workflow parameter (step 2)
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| - select the desired amount of time *
- select "duration"
- click "Save and Close"
*: Dynamics's workflow has some |
limitations. 1 hour is the limitation. The shortest update interval time |
that is supported
Note: Previously created Envelopes are not affected by this configuration change.