DocuSign for Microsoft Dynamics 2013 Quick Start Guide
DocuSign for Microsoft Dynamics 2013 Quick Start Guide
DocuSign for Microsoft Dynamics 2013 Quick Start Guide
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<strong>DocuSign</strong> <strong>for</strong> <strong>Microsoft</strong> <strong>Dynamics</strong> CRM <strong>2013</strong> <strong>Quick</strong> <strong>Start</strong> <strong>Guide</strong>43. Locate the user record <strong>for</strong> the person you wish to grant access to, and click the record tohighlight it.4. Click Manage Roles and select the <strong>DocuSign</strong>User role.5. Click OK.The user is assigned the role and has access to <strong>DocuSign</strong> <strong>for</strong> <strong>Microsoft</strong> <strong>Dynamics</strong> CRM <strong>2013</strong>.Register <strong>DocuSign</strong> CredentialsTo complete the basic configuration of <strong>DocuSign</strong> <strong>for</strong> <strong>Microsoft</strong> <strong>Dynamics</strong> CRM <strong>2013</strong>, you must registeryour <strong>DocuSign</strong> account credentials. You can use an existing <strong>DocuSign</strong> account or create a new, freeaccount.1. Navigate to a record <strong>for</strong> one of the default supported entities (Account, Contact, Opportunity,Lead, and Quote).2. From the Action toolbar, on the More Commands menu, select Send with <strong>DocuSign</strong>.221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © <strong>DocuSign</strong>, Inc.
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