Smart Doc - How to build

Build smart doc by creating a Microsoft Word Template for Dynamics 365 + Secured Signing Smart Tag

Step 1: Create a Microsoft Word Template in Microsoft Dynamics 365

Microsoft.com - Use Word templates to create standardized documents

Create a Microsoft Word Template in Microsoft Dynamics 365
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PowerObject.com - How to Create a Microsoft Word Template in Microsoft Dynamics 365

Create a Microsoft Word Template in Microsoft Dynamics 365
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Step 2: Add Secured Signing Smart Tag

Secured Signing SmartTag Guide

Add 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.

Add Smart Tag into Word Template
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