Knowledge Base Articles

 
     

From Word Template PDF to DocuSign and upload to SharePoint

Great new feature just added to Dynamics PDF-Docs to automate full E-Signature process with DocuSign.

  1. Document is generated in CRM using Word Template
  2. One click to PDF the document and attach it to Notes, using Dynamics PDF-Docs
  3. Complete process where to sign using DocuSign (if required)
  4. DocuSign manages the E-Signature process in background
  5. The signed document is attached to Notes (by DocuSign)  with the suffix _Sign to the original file name
  6. PDF-Docs workflows identifies the signed document and uploads it to SharePoint with metadata from the record’s fields.


The workflow has 1 step: Notes to SP which is configured as in this image


 

 

SharePoint access details and location are in the solution configuration page

SharePoint
Dynamics Workflows
Dynamics PDF
DocuSign

Select from Category List