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>5A dialog appears <strong>for</strong> you to Enter your <strong>DocuSign</strong> Credentials or Create a new <strong>DocuSign</strong>Account.3. Follow the on-screen instructions to enter your credentials or create a free account.When the Send Envelope window appears, you have successfully registered your <strong>DocuSign</strong>credentials.4. Click Discard Changes to cancel the envelope.For more in<strong>for</strong>mation on sending documents from your <strong>Microsoft</strong> <strong>Dynamics</strong> CRM account, see SendingDocuments <strong>for</strong> Signature with <strong>DocuSign</strong>.Setting the <strong>DocuSign</strong> EnvironmentInstalling <strong>DocuSign</strong> <strong>for</strong> <strong>Microsoft</strong> <strong>Dynamics</strong> CRM <strong>2013</strong> directs your <strong>Dynamics</strong> CRM account to the<strong>DocuSign</strong> Production environment, but you can change the environment.For example, if you want to test the solution with a non-production version of <strong>DocuSign</strong>, you canchange the environment setting to use your demo account.Note: This configuration step is optional and required only if you want to change the <strong>DocuSign</strong>environment to use with <strong>DocuSign</strong> <strong>for</strong> <strong>Microsoft</strong> <strong>Dynamics</strong> CRM <strong>2013</strong>.1. After installing the <strong>DocuSign</strong> <strong>for</strong> <strong>Microsoft</strong> <strong>Dynamics</strong> CRM <strong>2013</strong>, in the top navigation bar, hoverover Settings and click <strong>DocuSign</strong>: Configuration and Settings (you must be logged into anaccount with Administrative rights).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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