News.mscrm-addons.com BlogHello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogHow to add additional entities to AssureSign?https://www.mscrm-addons.com/Blog/PostId/9902/msdyncrm-2016-assuresign-how-to-add-additional-entitiesDocumentsCorePack (DCP),DCP 2015 / 2016Fri, 18 Mar 2016 09:17:00 GMT<p>As per default, AssureSign only supports the following entities:</p> <p>- Account <br /> - Lead <br /> - Contact <br /> - Order <br /> - Contract and <br /> - Opportunity</p> <p>If you want to use DocumentsCorePack and AssureSign with other entities, <br /> you must add this entity to <em>AssureSign Document</em>. This article provides<br /> a step-by-step description on how to do so. &nbsp;</p> <p>Open the <em>Solutions </em>in Microsoft Dynamics CRM. &nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_1015.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_1015.png"></a><a title="CRM &gt; Solutions" href="http://mscrm-addons.com/images/blog/files/image_1015.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_989.png" alt="image" width="244" height="148" /></a></div> <br /> <em>Figure 1: CRM &gt; Solutions</em></p> <p>Expand the <em>AssureSign document</em> entity.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_1016.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_1016.png"></a><a title="AssureSign document entity" href="http://mscrm-addons.com/images/blog/files/image_1016.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_990.png" alt="image" width="244" height="239" /></a></div> <br /> <em>Figure 2: AssureSign document entity</em></p> <p>Navigate to g<em>ields </em>and click on the <em><strong>[New]</strong></em>-button to add a new field. <br /> The easiest configuration is to configure the Lookup Field so the name <br /> is entered with the</p> <p><strong>new_</strong> namespace prefix followed by <strong>id</strong>, for example: <em>new_[entityname]id</em>. <br /> <br /> If you wanted to a built in or custom CRM entities, you would use<strong> </strong></p> <p>the <em>actual name</em>, and not what is displayed in the <em>Primary Entity list</em>.</p> <p><strong>Step-by-step instruction on how to build in a relationship to Quote:</strong></p> <p><strong></strong><strong>Step 1: </strong>Open the fields as explained before and fill in the below marked <br /> fields according to your needs.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_1017.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_1017.png"></a><a title="Fill in fields to build a relationship" href="http://mscrm-addons.com/images/blog/files/image_1017.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_991.png" alt="image" width="244" height="143" /></a></div> <br /> <em>Figure 3: Fill in fields to build a relationship</em></p> <p><span style="color: #f79646;">Display name:</span> <br /> Enter the name of your Entity. For our example we use <em>Quote</em>. <br /> <span style="color: #a5a5a5;">Name:</span>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <br /> Change it to lower space and don&rsquo;t forget to add <em>id</em>&nbsp;(here: <em>_quoteid</em>) <br /> <span style="color: #dfce04;">Data Type:</span>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <br /> Select <em>Lookup</em>&nbsp;<br /> <span style="color: #00ff00;">Target Record Type: <br /> </span>Select your entity. In our example we use <em>Quote</em>.</p> <p><strong>Step 2: </strong>Press on the <em><strong>[Save and Close]</strong></em>-button. Now, navigate to <em>Forms </em>and double click on <em>AssureSign Document</em> to open the form editor.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_1018.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_1018.png"></a><a title="Forms" href="http://mscrm-addons.com/images/blog/files/image_1018.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_992.png" alt="image" width="244" height="96" /></a></div> <br /> <em>Figure 4: Forms</em><br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/image_1019.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_1019.png"></a><a title="Form editor" href="http://mscrm-addons.com/images/blog/files/image_1019.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_993.png" alt="image" width="244" height="181" /></a></div> <br /> <em>Figure 5: Form editor</em></p> <p>Select your <em>new field</em> from the left and add it to your form.</p> <p>(In this case you see the new <em>Quote</em>-field)</p> <p>Click on the <em><strong>[Save]</strong></em>-button and close the f<em>orm</em>-Editor, then publish your changes by pressing on <br /> the <em><strong>[Publish All Customizations]</strong></em>-button.</p> <p>Now you can use this entity in DocumentsCorePack to generate documents and let them be signed with AssureSign.</p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9902How to merge a Document and send it to AssureSign (for 1 to 3 Signers)https://www.mscrm-addons.com/Support/Blog/tabid/165/PostId/9896/how-to-merge-a-document-and-send-it-to-assuresign-(for-1-to-3-signers).aspxDocumentsCorePack (DCP),DCP 2015 / 2016Tue, 09 Feb 2016 14:31:00 GMT<p><span style="color: #ff0000;">Please note: The following blogpost is seperated into two parts.</span>&nbsp;<br /> <br /> The first part shows how to merge a document and send it to AssureSign. <br /> The second part shows how you or your customers can sign a document right within AssureSign.</p> <p><strong>Part I: How to merge a document and send it to AssureSign?</strong></p> <p><strong>Step 1: <br /> </strong>Open an entity in CRM, for example <em>Account</em>&nbsp;and press&nbsp;<em>Create Document</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_987.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_987.png"></a><a title="Create document" href="http://mscrm-addons.com/images/blog/files/image_987.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_960.png" alt="image" width="447" height="135" /></a></div> <br /> <em>Figure 1: Create document</em></p> <p><strong>Step 2:</strong> <br /> Select the corresponding template (for 1 Signer ASSignature1, for 2 Signers <br /> ASSignature2 etc.) and click on the <em><strong>[Next]</strong></em>-button: <br /> <a href="http://mscrm-addons.com/images/blog/files/image_988.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_988.png"></a><a title="Select template" href="http://mscrm-addons.com/images/blog/files/image_988.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_961.png" alt="image" width="342" height="311" /></a></div> <br /> <em>Figure 2: Select template</em></p> <p><strong>Step 3:</strong> <br /> If you would like to change the email-recipient(s) you can do so in the window that appears now. If not, proceed with a click on the <em><strong>[Next]</strong></em>-button:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_989.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_989.png"></a><a title="Change email recipient if necessary" href="http://mscrm-addons.com/images/blog/files/image_989.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_962.png" alt="image" width="351" height="318" /></a></div> <br /> <em>Figure 3: Change email recipient if necessary</em><br /> <br /> <strong>Step 4:</strong> <br /> The document has been merged now. If you want to check it, before it is sent to <em>AssureSign</em>, you can do this here with a click on the <em><strong>[Preview]</strong></em>-button. <br /> However, click on the <em><strong>[Finish]</strong></em>-button to send the document to AssureSign.&nbsp;&nbsp; <br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/image_990.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_990.png"></a><a title="Check the template before you send it" href="http://mscrm-addons.com/images/blog/files/image_990.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_963.png" alt="image" width="402" height="364" /></a></div> <br /> <em>Figure 4: Check the template before you send it&nbsp;</em></p> <p><strong><br /> Part II: How to sign a document right within AssureSign.</strong></p> <p>Whenever a document has to be signed, <em>AssureSign </em>sends you an email with a link. To sign a certain document, open the link and follow the below steps. &nbsp;&nbsp;<br /> <br /> <strong>Step A:</strong>&nbsp; <br /> Login to your AssureSign Account, continue and agree to the terms and conditions: <br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/image_991.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_991.png"></a><a title="AssureSign after Login" href="http://mscrm-addons.com/images/blog/files/image_991.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_964.png" alt="image" width="474" height="229" /></a></div> <br /> <em>Figure 5: AssureSign after Login</em><br /> <br /> <strong>Step B:</strong> <br /> Fill out every field at the right side. <br /> <a href="http://mscrm-addons.com/images/blog/files/image_992.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_992.png"></a><a title="Fill out the contract fields" href="http://mscrm-addons.com/images/blog/files/image_992.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_965.png" alt="image" width="463" height="329" /></a></div> <br /> <em>Figure 6: Fill out the contract fields&nbsp;</em><br /> <br /> <strong>Step C:</strong> <br /> At the left side, sign with an input device. Click on the <em><strong>[Continue]</strong></em>-button in order to finish the signing process. <br /> <a href="http://mscrm-addons.com/images/blog/files/image_993.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_993.png"></a><a title="Sign in AssureSign" href="http://mscrm-addons.com/images/blog/files/image_993.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_966.png" alt="image" width="454" height="236" /></a></div> <br /> <em>Figure 7: Sign in AssureSign&nbsp;</em></p> <p><strong>Step D:</strong> <br /> You will receive a conformation eMail.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_994.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_994.png"></a><a title="Sign in AssureSign - details" href="http://mscrm-addons.com/images/blog/files/image_994.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_967.png" alt="image" width="374" height="272" /></a></div> <br /> <em>Figure 8: Sign in AssureSign - details</em><br /> <br /> In case there is more than one signer, the second signer gets an eMail with a link that asks him to sign the document as soon as the first signer has signed the document. <br /> <br /> Basically, the same steps have to be done, apart from that the document has already been signed once.&nbsp;<br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/image_995.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_995.png"></a><a title="Sign document a second time" href="http://mscrm-addons.com/images/blog/files/image_995.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_968.png" alt="image" width="480" height="228" /></a></div> <br /> <em>Figure 9: Sign document a second time</em><br /> <br /> Simply repeat <em>Step B &amp; C.</em> Of course you will also receive a conformation email (as described in <em>Step D</em>). A possible result could look like this screenshot:&nbsp;&nbsp;&nbsp; <br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/image_996.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_996.png"></a><a title="Possible result" href="http://mscrm-addons.com/images/blog/files/image_996.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_969.png" alt="image" width="362" height="381" /></a></div> <br /> <em>Figure 10: Possible result</em>&nbsp;</p> <p>Well done! You are ready to sign documents electronically &ndash; congratulations! <br /> <br /> <strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9896How to create a DocumentsCorePack Template for AssureSign (for 2 Signers)https://www.mscrm-addons.com/Support/Blog/tabid/165/PostId/9895/how-to-create-a-documentscorepack-template-for-assuresign-(for-2-signers).aspxDocumentsCorePack (DCP),DCP 2015 / 2016Tue, 09 Feb 2016 14:29:00 GMT<p>Imagine, you would like to create a <em>DocumentsCorePack </em>template for <em>AssureSign </em>for two signers. Let us pretend, you wanted to make sure that the person who has revised a certain document, has the possibility to sign it.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_thumb[32].png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_thumb[32].png"></a><a title="AssureSign properties - add new one" href="http://mscrm-addons.com/images/blog/files/image_thumb[32].png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image_thumb[32]" src="http://mscrm-addons.com/images/blog/files/image_thumb[32]_thumb.png" alt="image_thumb[32]" width="458" height="170" /></a></div> <br /> <em>F</em><em>igure 1: AussureSign example</em></p> <p>Simply add some text and another AssureSign-field type <em>Text</em>&nbsp;and open the corresponding AssureSign-properties window. <a href="http://www.mscrm-addons.com/Blog/PostId/9893/How to create a DocumentsCorePack template for AssureSign (for 1 Signer)" target="_blank">Click here to find out how it works.</a></p> <p><strong>Step 1: </strong><strong> <br /> </strong>Open the <em>Belongs to</em>-drop down menu and select <em>Add new one</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_thumb[33]_1.png"><img style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image_thumb[33]" src="http://mscrm-addons.com/images/blog/files/image_thumb[33]_thumb_1.png" alt="image_thumb[33]" width="244" height="210" /><br /> </a><em>Figure 2: AssureSign properties - add new one&nbsp;</em></p> <p>Signer 2 is created by AssureSign automatically. <br /> <br /> Click on the <em><strong>[OK]</strong></em>-button in order to proceed.</p> <p><strong>Step 2: <br /> </strong>Open the <em>AssureSign</em>-properties window for the Signature field and select s<em>igner 2</em>: <br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/image_986.png"><img style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_959.png" alt="image" width="486" height="241" /><br /> </a><em>F</em><em>igure 3: Assure Sign properties - belongs to signer 2</em></p> <strong><span style="font-weight: normal;">Please make sure that the <em>Certified-</em>checkbox is <strong>NOT</strong> checked. <br /> <br /> <span style="font-weight: bold; color: #4d4d4d;">Step 3:</span> <br /> Save the document. Congratulations! You can now use your brand new DocumentsCorePack template for two signers.&nbsp;<br /> &nbsp;</span></strong> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9895How to create a DocumentsCorePack template for AssureSign (for 1 Signer)https://www.mscrm-addons.com/Support/Blog/tabid/165/PostId/9893/how-to-create-a-documentscorepack-template-for-assuresign-(for-1-signer).aspxDocumentsCorePack (DCP),DCP 2015 / 2016Tue, 09 Feb 2016 14:26:00 GMT<p>To create a DocumentsCorePack template for AssureSign, open the <a href="http://www.mscrm-addons.com">www.mscrm-addons.com</a>&ndash;tab in Microsoft Word and follow the instructions below:&nbsp;&nbsp;</p> <p><strong>Step 1: <br /> </strong>Open the <em>Template Designer</em> and then click the drop down menu of the <em><strong>[Insert Field]</strong></em>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_979.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_979.png"></a><a title="DocumentsCorePack Template Designer" href="http://mscrm-addons.com/images/blog/files/image_979.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_952.png" alt="image" width="216" height="282" /></a></div> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<br /> <em>Figure 1: DocumentsCorePack Template Designer</em>&nbsp;</p> <p><strong>Step 2:</strong> <br /> Select <em>Insert AssureSign Item &gt; Text</em>&nbsp;or <em>Signature</em>&nbsp;(depending on what you want to work on):&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_980.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_980.png"></a><a title="Insert Field &gt; Insert AssureSign Item &gt; Text" href="http://mscrm-addons.com/images/blog/files/image_980.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_953.png" alt="image" width="282" height="186" /></a></div> <br /> <em>Figure 2: Insert Field &gt; Insert AssureSign Item &gt; Text</em></p> <p>Let us pretend, you start with the field <em>Text</em>. The following field appears at the position of your cursor:&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_981.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_981.png"></a><a title="Inserted text field" href="http://mscrm-addons.com/images/blog/files/image_981.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_954.png" alt="image" width="87" height="23" /></a></div> <br /> <em>Figure 3: Inserted text field</em><br /> <br /> <strong>Step 3: <br /> </strong>Click into the field and then select the <em>Field properties</em>&nbsp;in order to open the AssureSign Properties Window. In this window, you can set the properties for the type <em>Text</em>.</p> <p><strong>Step 4:</strong> <br /> Set your Assure Sign <em>Text</em>-poperties correspondingly: <br /> <a href="http://mscrm-addons.com/images/blog/files/image_983.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_983.png"></a><a title="AssureSign text properties - Basic settings" href="http://mscrm-addons.com/images/blog/files/image_983.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_956.png" alt="image" width="428" height="248" /></a></div> <br /> <em>Figure 4: AssureSign text properties - Basic settings</em></p> <p>Usually, the predefined <em>Visual Settings</em>-values from DocumentsCorePack should bring a good result, but they can - of course &ndash; also be customized. <br /> When you are finished, click on the <em><strong>[OK]</strong></em>-button in order to proceed:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_984.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_984.png"></a><a title="AussureSign text properties - visual settings" href="http://mscrm-addons.com/images/blog/files/image_984.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_957.png" alt="image" width="429" height="314" /></a></div> <br /> <em>Figure 5: AussureSign text properties - visual settings</em></p> <p><strong>Step 5: <br /> </strong>In case you decide to work on the signature, the following window appears after you have fullfilled Step 3:</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_985.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_985.png"></a><a title="Assure Sign signature properties" href="http://mscrm-addons.com/images/blog/files/image_985.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_958.png" alt="image" width="432" height="352" /></a></div> <br /> <em>Figure 6: Assure Sign signature properties</em></p> <p>Additionally to the settings that have already been explained in the screenshots in Step 4, you can change the signature&rsquo;s color from black to blue or vice versa.</p> <p><span style="color: #4d4d4d;"><strong>Step 6: <br /> </strong></span>Enjoy your DocumentsCorePack template for AssureSign for 1 signer! <img class="wlEmoticon wlEmoticon-smile" style="border-style: none;" src="http://mscrm-addons.com/images/blog/files/wlEmoticon-smile_1.png" alt="Smile" />&nbsp; <br /> <br /> OR find out how <a href="http://www.mscrm-addons.com/Blog/PostId/9896/How to merge a Document and send it to AssureSign (for 1 to 3 Signers)">to create Documents CorePack Templates for AssureSign for 2 signers!</a><br /> <br /> </p> <p><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9893AssureSign for DocumentsCorePackhttps://www.mscrm-addons.com/Blog/PostId/9891/latest-feature-assuresign-for-documentscorepackDocumentsCorePack (DCP),DCP 2015 / 2016Tue, 09 Feb 2016 14:23:00 GMT<p><strong>How does AssureSign work?</strong></p> <p>AssureSign simplifies the world of <em>e-signatures</em>. It is a tool that empowers you to electronically sign documents.</p> <p>We are happy to announce that we now offer the possibility to use <em>AssureSign </em>within <em>DocumentsCorePack</em>. Benefit from this combination and take the usability of Microsoft Dynamics CRM to a whole new level.&nbsp;</p> <p><strong>How to install AssureSign for Microsoft Dynamics CRM</strong></p> <strong>Step 1: <span style="font-weight: normal;">Create an AssureSign account. <br /> </span>Step 2: <span style="font-weight: normal;">Install AssureSign in CRM. </span> <br /> Step 3: <span style="font-weight: normal;">Setup AssureSign in CRM </span></strong> <p>Please follow the link below for detailed information provided by <em>AssureSign</em>:</p> <p><a href="https://support.assuresign.net/hc/en-us/articles/224857448-Getting-Started-with-AssureSign-for-CRM">https://support.assuresign.net/hc/en-us/articles/224857448-Getting-Started-with-AssureSign-for-CRM</a></p> <p>Make sure, that <em><span style="color: #4d4d4d;">DocumentsCorePack-Server Version 2015.111</span></em> is installed on your CRM and that <em>DocumentsCorePack-Client Version 7.102</em> is installed on your Client.</p> <p>If you need to upgrade to or install one of the versions, please follow our Installation-Guides:</p> <p><a href="http://www.mscrm-addons.com/Support/Documentation.aspx#DCP">http://www.mscrm-addons.com/Support/Documentation.aspx#DCP</a></p> <p><strong>How to import AssureSign Templates</strong></p> <p>To work with <em>AssureSign </em>in <em>DocumentsCorePack </em>you will need some AssureSign templates.</p> <p><span style="color: #ff0000;">Please note: These AssureSign-Templates are different to our <em>DocumentsCorePack </em>templates!</span></p> <p>AssureSign templates define how <em>AssureSign </em>should work with DCP templates, like who is getting which emails at what time etc.</p> <p>That is why <em>DocumentsCorePack </em>needs exactly one <em>AssureSign </em>template corresponding to the number of signers (which is identical to the number of signatures). So if there is/are&nbsp; <br /> <br /> <strong>one signature</strong> the addon needs an <em>AssureSign template</em> called <em>mscrmAddons_1Signer</em>&nbsp;<br /> <strong>two signatures</strong> DocumentsCorePack needs an AssureSign-Template called <em>mscrmAddons_2Signer</em>&nbsp;and so on&hellip;</p> <p>Please find the latest version of our .zip-file called <em>AssureSignTemplates.zip</em>&nbsp;<a href="http://www.mscrm-addons.com/Blog/PostId/9886/assuresign-templates-for-dcp ">here</a><a href="http://mscrm-addons.com/post/2016/01/27/AssureSign-Templates-for-DCP.aspx">.</a> &nbsp; &nbsp;<br /> <br /> <span style="color: #ff0000;">Please note: It includes 3 files so you can use up to 3 signers in AssureSign.</span></p> <p>To import <em>AssureSign </em>templates, repeat the following steps for all three files <br /> in the <em>.zip</em>-file:</p> <p><strong>Step 1: <br /> </strong>Expand the <em>.zip</em>-file to a <em>Temp</em>-folder. <br /> <br /> <strong>Step 2: <br /> </strong>Login on the AssureSign homepage and go to the <em>Document Templates</em>-section. Select the <em>New</em>-tab and check <em>Import Template form a Template Export File</em>. Then,&nbsp;click on the <em><strong>[Next]</strong></em>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_975.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_975.png"></a><a title="Import template form a template export file" href="http://mscrm-addons.com/images/blog/files/image_975.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_948.png" alt="image" width="483" height="275" /></a></div> <br /> <em>Figure 1: Import template form a template export file</em></p> <p><strong>Step 3:</strong> <br /> Select the file <em>mscrmAddons_1Signer.documentTemplate</em> from the <em>temp</em>-folder and click on the <em><strong>[Next]</strong></em>-button.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_976.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_976.png"></a><a title="Select template export file" href="http://mscrm-addons.com/images/blog/files/image_976.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_949.png" alt="image" width="494" height="149" /></a></div> <br /> <em>Figure 2: Select template export file</em></p> <p><strong><span style="color: #000000;">Step 4:<br /> </span></strong><span style="color: #ff0000;">Please note:<br /> </span><span style="color: #ff0000;">Do not change the template name as suggested, because DocumentsCorePack is searching for this template name only!</span></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_977.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_977.png"></a><a title="Set template name" href="http://mscrm-addons.com/images/blog/files/image_977.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_950.png" alt="image" width="496" height="320" /></a></div> <br /> <em>Figure 3: Set template name&nbsp;</em></p> <p>Now click on the <em><strong>[Next]</strong></em>-button in order to proceed.&nbsp;</p> <p><strong>Step 5:</strong></p> <p><span style="font-weight: normal; color: #ff0000;">Please note: </span></p> <p><span style="font-weight: normal; color: #ff0000;">Do not change the values in the next field, because DocumentsCorePack is searching for them in the template! </span></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_978.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_978.png"></a><a title="Define signatures" href="http://mscrm-addons.com/images/blog/files/image_978.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_951.png" alt="image" width="501" height="137" /></a></div> <br /> <em>Figure 4: Define signatures&nbsp;</em></p> <p>Instead, click on the <em><strong>[Next]</strong></em>-button and accept point 2 &ndash; 5. In the last step hit the <em><strong>[Finish]</strong></em>-button. <br /> <br /> Congratulation! You have just imported your first AssureSign-Template! <img class="wlEmoticon wlEmoticon-smile" style="border-style: none;" src="http://mscrm-addons.com/images/blog/files/wlEmoticon-smile.png" alt="Smile" />&nbsp;</p> <p>Find out how to create DocumentsCorePack Templates for AssureSign <a href="http://www.mscrm-addons.com/Blog/PostId/9893/how-to-create-a-documentscorepack-template-for-assuresign-(for-1-signer)">here</a><a href="http://mscrm-addons.com/post/2016/02/09/How-to-create-a-DocumentsCorePack-Template-for-AssureSign-(for-1-Signer).aspx">.</a></p> <p><span style="font-size: 13px;"><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></p>9891AssureSign-Templates for DocumentsCorePackhttps://www.mscrm-addons.com/Blog/PostId/9886/assuresign-templates-for-dcpDocumentsCorePack (DCP),DCP 2015 / 2016Wed, 27 Jan 2016 11:05:00 GMT<p>DocumentsCorePack needs some AssureSign-Templates to be able to work with AssureSign.</p> <p style="margin: 0cm 0cm 0pt;">&nbsp;</p> <p style="margin: 0cm 0cm 0pt;">These templates have to be imported into AssureSign as described in the e-Signatures User guide.&nbsp;</p> <p style="margin: 0cm 0cm 0pt;">&nbsp;</p> <p style="margin: 0cm 0cm 0pt;">You can download the AssureSign templates here:</p> <p><a href="http://mscrm-addons.com/images/blog/files/2016%2f1%2fAssureSignTemplates.zip">AssureSignTemplates.zip (102.84 kb)</a></p>9886