Go to any entity which can put notes (e.g. Accounts)
Create a new note with some file attachments
We support following document types:
Click ... to open extra menu items if you can't see in menu.
File list dialog pops and show all the attachments in Notes tab
You can choose which file(s) you want to send to Secured Signing
Finally, click "Send for Signature" button
Secured Signing gets the form from Dynamics 365 and you can do further operation (e.g. add signature, position signature)
After add the signature, the properties will be shown in middle part of the popup. You can change signature settings in it.
If a signature has been placed by mistake, you can click it to select and click the red Remove button to delete it.
Click Next to open the signatories' workflow popup and prepare the signing procedure
Here, you can:
What's more, you can:
The invitee will get the email and a tracking record will be added into "Activities" tab (besides "Notes" tab) for the same entity.
Secured Signing is
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