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From the Dynamics 365 object that you want to use as parent record, click 'Send for Signature' button (if it's not visible, ask to your admin to configure it)

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  1. Contact parent Dynamics Object
  2. Relates Entities
  3. Choose the Envelope relate entity

Please refer to Create New Envelope section to have detailed explanation of others fields.

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  1. Press 'New' butto to create a new Envelope related to the current Dynamics 365 entity

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After the envelope creation, you will be redirected to the envelope detail

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  1. The default selected Data Mapping is shown and can be modified.
  2. The parent contact entity
  3. The contact is added as recipient by default.

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