DocuSign for Microsoft Dynamics 2013 Quick Start Guide

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DocuSign for Microsoft Dynamics CRM 2013 Quick Start Guide14FAQWhat are “envelopes”?• An envelope is an electronic container used to send one or more documents for signature withthe DocuSign system. Envelopes can contain any number of pages or documents, and can be sentto multiple recipients.How many envelopes can I send from a free account?• A new DocuSign account can send 50 envelopes for all users in the account.How will I know when my free account is running low on envelopes?• The DocuSign system provides a warning when your free account is running low on envelopes.How do I give feedback on DocuSign for Microsoft Dynamics CRM 2013?• We are always happy to get comments. To add a review, go to our Microsoft PinpointMarketplace listing. Click the Reviews tab and then click Submit a Review. Add your reviewinformation and click Submit My Review.When I send with DocuSign, which documents are sent from the Notes and Attachments?• All of the documents from the Notes and Attachments of the selected entity are added to theenvelope.What documents are pulled into a DocuSign envelope when I send from a Quote entity?• All of the documents from the Notes and Attachments of the selected Quote are added to theenvelope. If you would like to use the mail merge or reporting capabilities of CRM to create aQuote, download the PDF and upload it back to the Quote entity as an Attachment; then, clickSend with DocuSign from the Quote menu.How do I use DocuSign with the Microsoft Dynamics CRM 2013 Outlook Plugin?• If you have the Microsoft Dynamics CRM plugin installed in your instance of Outlook, you can seethe Send with DocuSign menu option on all entities that have been enabled to use DocuSign byyour system administrator. When you click Send with DocuSign, a DocuSign envelope is createdin the same way as it is in DocuSign for Microsoft Dynamics CRM 2013.Note: DocuSign for Microsoft Dynamics 2013 is only supported for the Outlook 2013Dynamics plugin.I have three documents in Notes and Attachments, but only want to send two of them. How do Iremove the document?• Click Send with DocuSign. In the new browser window, click Documents Edit, and then click theRemove icon for the document you do not want to send.221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc.
DocuSign for Microsoft Dynamics CRM 2013 Quick Start Guide15Are DocuSign statuses automatically updated in Microsoft Dynamics CRM?• No records are updated until a user refreshes the entity record or the DocuSign Status recorddirectly. The completed document(s) appears in the Notes section as a PDF when the selectedentity record is refreshed.What DocuSign-related updates are posted to my entity's Yammer feed?• There are two different DocuSign envelope status changes that are captured on an entity'sYammer feed. The feed is updated when:• A DocuSign envelope is successfully sent• When all parties complete signing a DocuSign envelopeWhat should I do if I see several login prompts when trying to access CRM records in the MicrosoftDynamics 2013 Outlook Connector?• Ensure that you add the following sites to your Internet Explorer "Trusted Site" list:• https://login.live.com• https://signin.crm.dynamics.com• https://*.crm.dynamics.comDo I have to give the other Microsoft Dynamics CRM account users my DocuSign credentialinformation so they can send with DocuSign?• No. If you created a new account, it is automatically set up to allow other users in your accountto send with DocuSign. If you have a DocuSign account, enable the Account-Wide Rights andSend On Behalf Of Rights (API) features for your account. This allows the other users in youraccount to send with DocuSign. If you have an existing DocuSign account and your account usesthe Password Strength setting Custom, you must set the Password Questions Required optionto 0. To check your Password Strength setting, go to Preferences, click Features and, under theManage Account heading, click Password Strength.Not all of my Microsoft Dynamics CRM users have DocuSign accounts. Can they still use DocuSignfor Microsoft Dynamics CRM?Yes, as long as you have seats available in your DocuSign account. When a Dynamics CRM user clicksSend with DocuSign, the system checks to see if that user exists in DocuSign (in this case a user isdefined as a unique username/email combination). There are three possible results:• If the user does not exist as a member of the DocuSign account the system administratorassociated with the Dynamics CRM instance, and does not have an existing DocuSign account,DocuSign creates a new user with that user's username and email combination and adds thatuser as a member of the DocuSign account.• If the user does not exist as a member of the DocuSign account the system administratorassociated with the Dynamics CRM instance, but does have an existing DocuSign account, the221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc.
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DocuSign for Microsoft Dynamics 2013 Quick Start Guide

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