Below is a step-by-step instructions on configuring the connector menu to use 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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Save
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Publish
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- Click the gear on top right of the screen
- Choose 'Advanced Setting' option
- Open Setting Drop Down
- Choose 'Solution' option
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 area as following
- Add a new Subarea and configure it as following
- Save your changes
- Publish your changes
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