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 attachment

Go to Notes Tab

Create a new note with some file attachments

We 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 item

Click  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 Signing

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

Step 5: Secured Signing get the form data from Dynamics 365

Secured Signing gets the form from Dynamics 365 and you can do further operation (e.g. add signature, position signature)

Step 6: Place invitee signatures

Add signature

  1. Select page on which to put signatures.
  2. Select invitee who needs to sign this document.
  3. Click Add button to add signatures to current page.
  4. Drag the signature to right place.
  5. If there are two or more documents, click Next Document button to show next document.

Signature properties

After 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 signature

If 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 sign

Click Next to open the signatories’ workflow popup and prepare the signing procedure

Here, you can:

  1. Set a signing due date / time;
  2. Define a specific signing order. (Tick the Sequential box and drag green bar to change order.)
  3. Review the details of the invitees.
  4. Click Send button to send out the invitation.

What’s more, you can:

  1. Edit Invitation Email: add personal messages, edit the subject line to send with the invitation emails,or select email template from the list
  2. Add 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 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.

Do you need anything else?