Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Open Advanced Settings option

Figure

Description

Image Modified

  1. click the gear Icon
  2. click Advanced Settings


Open Solutions list

Figure

Description

Image Modified

  1. click Settings drop down
  2. click Solutions


Select the eSignAnyWhere connector

Figure

Description

Image Modified

  1. click eSignAnyWhere for Dynamics 2016


Select the workflow to configure

Figure


Description

Image Removed

Image Added

  1. click "Components"
  2. click "Processes"
  3. click "Namirial Envelope Automatic Update"

...

Deactivate workflow 

Figure

Description

Image Removed

Image Added

  1. click "Deactivate"
(not present in the image, but it has red icon)
  1. & confirm the deactivation


Select workflow parameter (step 1)

Figure

Description

Image Added

  1. click "1 Day" in the timeout step


Modify workflow parameter (step 1)

Figure

Description

Image Added

  1. click "1 Day" and delete its value


Modify workflow parameter (step 2)

Image Removed

Figure

Description

Image Added

  1. select the desired amount of time *
  2. select "duration"
  3. click "Save and Close" 





*: Dynamics's workflow has some limitation. The shortest update interval time supported is 1 hour.



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

...