Microsoft Dynamics 365: Creating an Enterprise Secured Signing Account This video shows you how to create a Secured Signing Enterprise Account to connect with your MS Dynamics 365 organization account.
Microsoft Dynamics 365: Invite people to sign with We Sign Step 1: Go to any entity which can put notes (e.g. Accounts)Go to any entity which can put notes (e.g. Accounts)Step 2: Create a note with attachmentGo to Notes TabCreate a new note with some file attachmentsWe support following document types:PDF Documents (.pdf)Rich Text Documents (.rtf)Microsoft Word Documents (.docx, .doc)Microsoft Excel Documents (.xlsx, .xls)OpenDocument Files (.odt, .ods)Step 3: Choose “Sign with Secured Signing” menu itemClick … to open extra menu items if you can’t see in menu. Step 4: File list dialog pops and choose file(s) you want to send to Secured SigningFile list dialog pops and show all the attachments in Notes tabYou can choose which file(s) you want to send to Secured SigningFinally, click “Send for Signature” buttonStep 5: Secured Signing get the form data from Dynamics 365Secured Signing gets the form from Dynamics 365 and you can do further operation (e.g. add signature, position signature)Step 6: Place invitee signaturesAdd signatureSelect page on which to put signatures.Select invitee who needs to sign this document.Click Add button to add signatures to current page.Drag the signature to right place.If there are two or more documents, click Next Document button to show next document.Signature propertiesAfter add the signature, the properties will be shown in middle part of the popup. You can change signature settings in it.Invitee details: The name of the invitee.Signature Type: Select between a full-signature or initials. Selecting Initials is much like initialling a paper document.Signature capture format: Specify whether the Invitee can use an E Signature or a scanned signature. An E Signature, whilst still legally binding, can be captured using any of Secured Signings signature capture processes. A scanned signature, however, must be a digital copy of your real signature. Some organisations require signatures to be visibly consistent with a traditional hand-written signature so they can compare how it looks to their copy on file.Default features: Visible text that will be added to signature field. Date and name of the signature are the defaut.Job Title: Include the Invitee’s Job Title with the signature.Reason: Prompt the Invitee to provide a reason for signing to embed in to the signature.Witness: Click “Add Witness” to add a witness signature onto the document. The Invitee will be prompted to invite their Witness to sign the document.Multipage Signing: Allow the Invitee to sign multiple pages once. You specify which pages the Invitee can sign: all pages, odd pages, even pages or specific pages.Remove selected signatureIf a signature has been placed by mistake, you can click it to select and click the red Remove button to delete it.Step 7: Send out invitation to signClick Next to open the signatories’ workflow popup and prepare the signing procedureHere, you can:Set a signing due date / time;Define a specific signing order. (Tick the Sequential box and drag green bar to change order.)Review the details of the invitees.Click Send button to send out the invitation.What’s more, you can:Edit Invitation Email: add personal messages, edit the subject line to send with the invitation emails,or select email template from the listAdd Attachments: add document / flyer files as attachments to send with the invitation emails. Adding attachments to email invitation has no extra cost.Step 8: Check status of sent invitationInvitation process is complete!The invitee will get the email and a tracking record will be added into “Activities” tab (besides “Notes” tab) for the same entity.
Microsoft Dynamics 365: How to send a Smart Doc for signing with Secured Signing Send Smart Doc to Secured Signing Step 1: Go to any entity details Go to any entity detail (e.g. Accounts, Contacts, Leads) Step 2: Choose “Smart Doc” menu item Click … to open extra menu items if you can’t see in menu. Step 3: File list dialog pops and choose file(s) you want to send to Secured Signing The file list shows all word templates for the current entity – including personal and system templates. Choose the Word template you want to send via Secured Signing. Click the “Send for Signature” button to send the form to Secured Signing. Step 4: Fill invitee info Fill in the Invitee’s first name, last name, and email address. The Smart Tags in the document already contain the information needed to tell Secured Signing where the signature is positioned so you don’t need to do this manually. Click Next button to continue Choose Due Date Click Send button to send the document to invitee Step 6: Check status of sent invitation Invitation process is complete! The invitee will get the email and a tracking record will be added into “Activities” tab (besides “Notes” tab) for the same entity.
Microsoft Dynamics 365: How to build a Smart Doc using Smart Tags Build smart doc by creating a Microsoft Word Template for Dynamics 365 + Secured Signing Smart TagStep 1: Create a Microsoft Word Template in Microsoft Dynamics 365Microsoft.com – Use Word templates to create standardized documentsPowerObject.com – How to Create a Microsoft Word Template in Microsoft Dynamics 365 Step 2: Add Secured Signing Smart TagSecured Signing SmartTag GuideAdd Secured Signing smart tag into above created word template on the proper place which you want to sign.Smart tag firstname/lastname/email can be replaced by Word Template XML Mapping.
Microsoft Dynamics 365: Get/Install the Secured Signing plugin from Microsoft AppSource Step 1: Go to Microsoft AppSource Go AppSource Website Step 2: Search “Secured Signing for Dynamics 365” Step 3: Open “Secured Signing form Dynamics 365” plugin landing page Open the Secured Signing plugin page where you can view further details. Step 4: Click “Free Trial” to install the Secured Signing plugin Click “Free Trial to open a new popup window Click the button for “I give Microsoft permission…” Click “Continue” We assume that you are already logged in to AppSource with a Dynamics365 account with administrator permissions. Step 5: Choose which Dynamics 365 instance you want Microsoft will ask to choose which Dynamics 365 instance you want to install. Step 6: Installing Secured Signing Plugin Microsoft will install the Secured Signing plugin. You can check the progress in the Dynamics 365 Administration Center. Step 7: Start to use Secured Signing plugin The D365 Admin user can find the Secured Signing plugin in “Settings” > “Solutions”.
Microsoft Dynamics 365: Send online forms to fill and sign with Form Direct Please contact Secured Signing to create bespoke online forms for your company and we can make these available in your service via D365 Secured Signing plugin. Step 1: Go to any entity details (e.g. Accounts) Go to any entity detail (e.g. Accounts, Contacts, Leads) Step 2: Choose “Form Direct” from the dropdown menu Click to open the extra menu items, this will open Secured Signing. After click, it will jump to Secured Signing Step 3: Select which forms you want to send There may be some default forms already available in your service but please contact Secured Signing for bespoke forms for your business. Step 4: Fill invitee details Fill invitee firstname/lastname/email. Click Next button to continue. Choose email template. Click Next button to continue. Choose Due Date. Click Next button to continue. Step 5: Review and send out invitations Review all the settings before sending. Click Finish button to send. Step 6: Check status of sent invitation Invitation process is complete! The invitee will get the email and a tracking record will be added into “Activities” tab (besides “Notes” tab) for the same entity.
Microsoft Dynamics 365: Create/Connect Secured Signing Enterprise Account within Microsoft Dynamics 365 Step 1: Go to Dynamics 365 instance Open your Dynamics 365 instance in the web browser. Step 2: Open Secured Signing Settings Navigate to Secured Signing Settings Open Sales and go to the Settings Menu. Click the SSL App Settings button under application. Step 3: Secured Signing Settings Page Appear The settings page appears. You need to login Step 4: Login with Organization Administrator Click the “Authorize Secured Signing App” button in the settings page. You must be a Systems Administrator to do this. Step 5: Create Enterprise Account Trial for 30 Days On the first installation, click the OK button to create a Secured Signing Enterprise Account for a 30-day trial. Step 6: Connect CRM users to Secured Signing After creating your Enterprise Account, you need to bind your CRM users to Secured Signing. Tick the “Connect” checkbox on each selected CRM user and then click the green “Connect” button. If one of these users already has an existing Secured Signing account, please contact us directly. Step 7: Setup Successfully Congratulations! You just created an Enterprise Account for a 30-Day trial and connected your existing users to Secured Signing. The status will now show as “Free Trial”. You will be sent an email to activate the new account to start using the service.