Following guide provides a thorough walk-through on automatic envelopes Envelopes update configuration within Microsoft Dynamics 365. This is an optional procedure, standard configuration updates each Envelope every 24h after Envelope creation.

Automatic update functionality allows to align Envelopes stored into Dynamics instance according to Envelopes that were generated into eSignAnyWhere. It is implemented using Dynamics Workflow Processes

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Open Advanced Settings option

Open Solutions list

Select the eSignAnyWhere connector

Select the workflow to configure

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	Description

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click "Components" click "Processes" click "Namirial Envelope Automatic Update"

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Deactivate workflow 

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click "Deactivate"

(not present in the image, but it has red icon

& confirm the deactivation

Select workflow parameter (step 1)

Modify workflow parameter (step 1)

Modify workflow parameter (step 2)

Image Removed limitations. 1 hour is the that supported

Figure	Description
Image Added	select the desired amount of time * select "duration" click "Save and Close"  *: Dynamics's workflow has some
limitation. The shortest update interval time
supported is
1 hour.

Note: Previously created envelopes Envelopes are note not affected by this configuration change.

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