Microsoft Dynamics 365: How to send a Smart Doc for signing with Secured Signing

Go to any entity detail (e.g. Accounts, Contacts, Leads)

Click … to open extra menu items if you can’t see in menu.

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.

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

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.