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.
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- Configure the eSAW instance and defaults values in Solution Setting configurations - See also Admin Guide eSingAnyWhere Configuration for detailed information.
- Configure the Connector Menu to use the eSAW connector starting from others Dynamics Applications - See also Configure Connector Menu Configuration - Admin Guide Connector for Dynamics 365 for detailed informationsinformation.
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 Host Sign Configuration .
- Configure "Send for Signature" action in Microsoft Dynamics 365 Relation between envelope and the object that you want to use as starting point to send envelopes envelopes - See also the Configure Sending Envelope From from Parent Record Configuration.
Overview
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