To create a DocumentsCorePack template for AssureSign, open the www.mscrm-addons.com–tab in Microsoft Word and follow the instructions below:  

How does DocuSign work?

DocuSign is another tool that simplifies the world of e-signatures. It empowers you to electronically sign documents.

We are happy to announce that we offer the possibility to use DocuSign within DocumentsCorePack. Benefit from this combination and take the usability of Microsoft Dynamics CRM to a whole new level.

Please note: The following article is seperated into two parts:

The first part shows how to merge a document and send it to DocuSign. The second part shows how you or your customers can sign a document right within DocuSign.

DocumentsCorePack needs some AssureSign-Templates to be able to work with AssureSign.

These templates have to be imported into AssureSign as described in the e-Signatures User guide. 

You can download the AssureSign templates here:

AssureSignTemplates.zip (102.84 kb)

In order to apply special settings to your DocumentsCorePack Template, you have to access the Template Settings Dialog.
How to get to this essential dialog is outlined step by step in this article.

Certain properties of DocumentsCorePack templates consist of fixed text
and Dynamics 365 fields. There are also some additional function calls available and data
from Dynamics 365 can also be manipulated.

Template settings are additional capabilities that can be defined in your DocumentsCorePack templates.
The purpose of most of the settings is to improve the automation of the document generation process.

The Document subject property allows you to define a subject, or a subject pattern for your template. If you only set a document name, the document name will be set as subject as well. So when you use the [Create Activity]-button form the Client, the subject will be already prefilled in the creation dialog.
Please note: This setting only affects the DocumentsCorePack Client Based process!

You have created or modified a new template and now you would like to give
it a try. You can test your template with DocumentsCorePack Client.