Step-by-step guidance to using the key features of the Secured Signing service in Microsoft Dynamics 365. You can also watch video demos of how Secured Signing Plugin works.

Get plugin first

Learn how to install the plugin.

• Get plugin from Microsoft AppSource Store

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Create/Connect Microsoft Dynamics 365 to Secured Signing

Learn how to setup the plugin with Secured Signing.

• Create/Connect Secured Signing enterprise account within Microsoft Dynamics 365

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in plugin

Learn how to invite to sign, with Secured Signing: .

• Invite people to sign

in plugin

Learn how to invite to sign online form, with Secured Signing: .

• Send online forms to fill and sign

Smart Doc in plugin

Learn how to invite to sign quickly and automated, with Secured Signing: Smart Doc.

• Create Smart Doc
• Send Smart Doc