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Following guide provides a thorough walk-through on automatic 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
Open Advanced Settings option
Figure | Description |
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| - click the gear Icon
- click Advanced Settings
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Open Solutions list
Figure | Description |
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| - click Settings drop down
- click Solutions
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Select the eSignAnyWhere connector
Figure | Description |
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| - click eSignAnyWhere for Dynamics 2016
|
Figure | Description |
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| - click "Components"
- click "Processes"
- click "Namirial Envelope Automatic Update"
|
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Modify workflow parameter (step 1)
Figure | Description |
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| - click "Deactivate" (not present in the image, but it has red icon)
- click "1 Day" in the timeout step
- click "1 Day" and delete its value
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Modify workflow parameter (step 2)
Figure | Description |
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| - 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 are not affected by this configuration change.