DocuSign for Microsoft Dynamics 2013 Quick Start Guide

More documents

Recommendations

Info

DocuSign for Microsoft Dynamics CRM 2013 Quick Start Guide6Note: When installed, DocuSign for Microsoft Dynamics CRM 2013 is directed by default toyour Production environment.2. Click DocuSign Environment Settings.3. Toggle the Set DocuSign API Environment to the desired value:• Demo- connects your Microsoft Dynamics CRM with your DocuSign Demo account• Production - connects your Microsoft Dynamics CRM with your DocuSign ProductionaccountNote: Changing the API environment removes the DocuSign system-wide login and allDocuSign status records.4. Click Save Changes.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 Guide7Sending Documents for Signature with DocuSignWith DocuSign for Microsoft Dynamics CRM 2013, you can send documents for signature directly fromrecords in Dynamics CRM. The default entities supported are Account, Contact, Opportunity, Lead, andQuote.Additional custom entity types are supported, but must be enabled by your Microsoft Dynamicsadministrator. See Custom Entities for information on adding the DocuSign send functionality tocustom entities.The Send with DocuSign button is added to the More Commands menu for all of the entities that havebeen enabled with DocuSign by your Microsoft Dynamics administrator.1. Select an Entitya. Select an entity and open the record from which you want to send documents.b. In the Action toolbar, under More Commands, select Send with DocuSign.A modal window opens with a DocuSign envelope.2. Set Recipients and Documentsa. Documents included in the entity’s Notes and Attachments section are automatically included inthe envelope. Recipients are added to the envelope based on the entity type as follows:• Opportunity - the Contact is added as the envelope recipient• Account - the Primary Contact is added as the envelope recipient221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc.
Page 1 and 2: Quick Start GuideDocuSign for Micro
Page 3 and 4: DocuSign for Microsoft Dynamics CRM
Page 5: DocuSign for Microsoft Dynamics CRM
Page 17: DocuSign for Microsoft Dynamics CRM

DocuSign for Microsoft Dynamics 2013 Quick Start Guide

Create successful ePaper yourself

Delete template?

Save as template?