How To Use eSign in CRM

How To Use Sign in CRM

the e sign live add-on for Microsoft Dynamics CRM helps you get documents signed without ever leaving your CRM in this tutorial I'll show you how to create an e sign life package in Dynamics CRM and get documents e signed by your prospects and customers think of an e-signature package as a container for the documents that you want to get signed you can begin the process from an account or opportunity record in Dynamics CRM or directly through the packages object let's start with the STI banking enterprises account in this scenario i'll be sending an NDA to an external contractor for signing in this view i create a new package by simply clicking the add new button i have several options to choose from i'll start by giving my package a name note that you have the option to start with a pre-populated template to help speed up the process you if you need your documents signed by a specific date you can also indicate an expiration date or set reminders for face-to-face transactions select the in person signing option where the signing ceremony would take place on the same device in this scenario will enforce workflow rules to indicate the order in which documents and signatures from different signers are captured as you can see I'm added as a signer by default by clicking the + button I can easily add additional signers to the NBA package I can then manually enter the contacts information or select the signer from the CRM contact record you from here I can also select the desired user authentication method email question and answer or SMS access code I'll select the email option which means that the signers identity will be verified based on their ability to access the email message furthermore I can also send a personalized message to the signer when they receive the email notifying that a package is awaiting their signature I'll click Save and close to move on to the next step if I want James to sign first I can easily switch the signing order I simply select the signer and then click the move up button this means that James will now be asked to sign first by clicking the + button I can easily add my in da document to this package I can either upload the document from my desktop or alternatively select a document from my SharePoint library both options are available to microsoft dynamics crm users I click done and then save and close to proceed now that the document is uploaded and the signers are identified I can move on to preparing the document for signature I click the prepare to send button to move on to the next step the first document is the e sign consent no signatures are required here however all signers must agree and accept the terms of this consent agreement before accessing documents for signature on the next document I'll add signature...