Below is a step-by-step instructions on configuring the connector meno menu to use them it in others Dynamics applications.

Table of Contents

style	circle

Open Advanced Settings option

Figure	Description
	click the gear Icon click Advanced Settings

Open Solutions list

Figure	Description
Figure	Description
	click Settings drop down click Solutions

Select the App where you want to use the connector

Figure	Description
	select an app

Choose a client extension

Figure	Description
	Client Exyensions list double click on the client extension where you want to add the eSAW functionnalities

Add the eSignAnyWhere Area

Figure	Description
	Add new sitemap element Add a new Area The title of the area

Add a new Group

Figure	Description
	Add new sitemap element Add new group to contain subareas

Add the Home Subarea

Figure	Description
	Add new sitemap element Add new Subarea Choose 'Web Resource' type Choose 'cs_Overview' URL Title of the Subarea

Add the EnvelopesSubarea

Figure	Description
	Add new sitemap element Add new Subarea Choose 'Entity' type Choose 'Envelope' Entity Title of the Subarea

Table of Contents

style	circle

Open Advanced Settings option

Figure	Description
Image Modified	click the gear Icon click Advanced Settings

Open Solutions list

Figure	Description
Figure	Description
Image Modified	click Settings drop down click Solutions

Select the App where you want to use the connector

Figure	Description
Image Modified	select an app

Choose a client extension

Figure	Description
Image Modified	Client Exyensions list double click on the client extension where you want to add the eSAW functionnalities

Add the eSignAnyWhere Area

Figure	Description
Image Modified	Add new sitemap element Add a new Area The title of the area

Add a new Group

Figure	Description
Image Modified	Add new sitemap element Add new group to contain subareas

Add the Home Subarea

Figure	Description
Image Modified	Add new sitemap element Add new Subarea Choose 'Web Resource' type Choose 'cs_Overview' URL Title of the Subarea

Add the EnvelopesSubarea

Figure	Description
Image Modified	Add new sitemap element Add new Subarea Choose 'Entity' type Choose 'Envelope' Entity Title of the Subarea

Table of Contents

style	circle

Open Advanced Settings option

Figure	Description
Image Modified	click the gear Icon click Advanced Settings

Open Solutions list

Figure	Description
Figure	Description
Image Modified	click Settings drop down click Solutions

Select the App where you want to use the connector

Figure	Description
Image Modified	select an app

Choose a client extension

Figure	Description
Image Modified	Client Exyensions list double click on the client extension where you want to add the eSAW functionnalities

Add the eSignAnyWhere Area

Figure	Description
Image Modified	Add new sitemap element Add a new Area The title of the area

Add a new Group

Figure	Description
Image Modified	Add new sitemap element Add new group to contain subareas

Save

Figure	Description
Image Modified	Save your SiteMap

Publish

Figure	Description
Image Modified	Publish your SiteMap

Click on the name of the Dynamics solution that you want to extend (es. Field Service)

...

Page tree

Versions Compared

Old Version 13

New Version 14

Key

Open Advanced Settings option

Open Solutions list

Select the App where you want to use the connector

Choose a client extension

Add the eSignAnyWhere Area

Add a new Group

Add the Home Subarea

Add the EnvelopesSubarea

Open Advanced Settings option

Open Solutions list

Select the App where you want to use the connector

Choose a client extension

Add the eSignAnyWhere Area

Add a new Group

Add the Home Subarea

Add the EnvelopesSubarea

Open Advanced Settings option

Open Solutions list

Select the App where you want to use the connector

Choose a client extension

Add the eSignAnyWhere Area

Add a new Group

Save

Publish

Page tree

Page History

Versions Compared

Old Version 13

New Version 14

Key

Open Advanced Settings option

Open Solutions list

Select the App where you want to use the connector

Choose a client extension

Add the eSignAnyWhere Area

Add a new Group

Add the Home Subarea

Add the EnvelopesSubarea

Open Advanced Settings option

Open Solutions list

Select the App where you want to use the connector

Choose a client extension

Add the eSignAnyWhere Area

Add a new Group

Add the Home Subarea

Add the EnvelopesSubarea

Open Advanced Settings option

Open Solutions list

Select the App where you want to use the connector

Choose a client extension

Add the eSignAnyWhere Area

Add a new Group

Save

Publish