To install the eSignAnyWhere connector a Microsoft Dynamics 365 admin must follow this guide: Package Installation - Connector for Dynamics 365
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 eSingAnyWhere Configuration for detailed information.
- Configure the Connector Menu to use the eSAW connector starting from others Dynamics Applications - See also Connector Menu Configuration - Admin Guide Connector for Dynamics 365 for detailed information.
Optional configurations useful to use the connector:
- Configure your eSAW instance to enable the signing of envelopes directly from the connector - See also the Host Sign Configuration
- Configure Relation between envelope and the object that you want to use as starting point to send envelopes - See also Configure Sending Envelope from Parent Record
Overview
Install package:
- Advanced options → Settings → Solutions → Import
- Select zip file
- Upload
- Publish
Configuration of connector buttons:
- Advanced options → Settings → Solutions
FieldService
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- Client extensions
- File services
- Add new area and customize it
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- Add group
- Add sub area for the "home"
- Type: "web resource"
- Entity: "cs_overview"
- Title: "Home"
- Add sub area for "Envelope"
- Type: "entity"
- Entity: "Envelope"
- Title: "Envelope"
- Save
- Publish
NB: these steps are to validate
ApiToken verification
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Settings configuration
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apitoken
esaw url