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>8• Contact - the Contact is added as the envelope recipient• Lead - the Lead is added as the envelope recipient• Quote - the Primary Contact on the Potential Customer account is added as the enveloperecipientb. You can modify the envelope by clicking the following:• To - to add, remove or modify recipients• Message - to change the e-mail subject and message• Documents - to add or remove the documents from the envelope3. Tag and Send Your Documentsa. Drag and drop <strong>DocuSign</strong> tags from the left-hand palette onto your document.Refer to the <strong>Quick</strong> <strong>Start</strong> – Sending a Document or <strong>DocuSign</strong> Service User <strong>Guide</strong> on the <strong>DocuSign</strong>website <strong>for</strong> more details about completing your envelopeb. Click Preview to preview how your recipient will see the tags.c. Click Send to send the document <strong>for</strong> signing.4. Done!The <strong>DocuSign</strong> overlay closes and the envelope is sent.You have successfully sent documents attached to an object out <strong>for</strong> signature using <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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