Below is a step-by-step instructions on configuring the connector meno menu to use them it in others Dynamics applications.
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Open Advanced Settings option
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Open Solutions list
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Select the App where you want to use the connector
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Choose a client extension
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Add the eSignAnyWhere Area
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Add a new Group
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Add the Home Subarea
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Add the EnvelopesSubarea
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Open Advanced Settings option
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Description
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- click the gear Icon
- click Advanced Settings
Open Solutions list
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Description
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Description
Select the App where you want to use the connector
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Description
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- select an app
Choose a client extension
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Description
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- Client Exyensions list
- double click on the client extension where you want to add the eSAW functionnalities
Add the eSignAnyWhere Area
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Description
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- Add new sitemap element
- Add a new Area
- The title of the area
Add a new Group
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Description
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- Add new sitemap element
- Add new group to contain subareas
Add the Home Subarea
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Description
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- Add new sitemap element
- Add new Subarea
- Choose 'Web Resource' type
- Choose 'cs_Overview' URL
- Title of the Subarea
Add the EnvelopesSubarea
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Description
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- Add new sitemap element
- Add new Subarea
- Choose 'Entity' type
- Choose 'Envelope' Entity
- Title of the Subarea
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Open Advanced Settings option
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Description
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- click the gear Icon
- click Advanced Settings
Open Solutions list
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Description
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Description
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- click Settings drop down
- click Solutions
Select the App where you want to use the connector
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Description
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- select an app
Choose a client extension
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Description
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- Client Exyensions list
- double click on the client extension where you want to add the eSAW functionnalities
Add the eSignAnyWhere Area
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Figure
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Description
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- Add new sitemap element
- Add a new Area
- The title of the area
Add a new Group
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Figure
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Description
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- Add new sitemap element
- Add new group to contain subareas
Save
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Publish
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Click on the name of the Dynamics solution that you want to extend (es. Field Service)
- Double click on the Client Extension
- Add new Area
- Click the Area you just created
- Add a new Group
- Select the new group you just created
- Add a new Subarea
- configure your new sub area as following
- Add a new Subarea and configure it as following
- Save your changes
- Publish your changes
- Now you can see eSignAnyWhere in the areas of your solution
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