To install the eSignAnyWhere connector a Microsoft Dynamics 365 admin must follow this guide: Package Installation - Admin Guide - Connector for Dynamics 365 - Namirial eSAW & Signature - Confluence
After the eSignAnyWhere connector installation, a Microsoft Dynamics 365 admin user must apply some simple configurations before starting to use this app.
Mandatory configurations to enable your organization to use the connector:
- Configure the eSAW instance and defaults values in Solution Setting configurations - See also
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- for detailed information.
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- Configure the Connector Menu to use the
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- eSAW connector starting from others Dynamics Applications - See also Connector Menu Configuration - Admin Guide
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- for detailed information.
Optional configurations useful to use the connector:
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- Configure your eSAW instance to enable the signing of envelopes directly from the connector - See also the
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- Configure
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- Relation between envelope and the object that you want to use as starting point to send
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- envelopes - See also
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Overview
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