CRM Software Logo

Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

Dynamics Objects

PDF “Word Template” to DocuSign & upload to SharePoint with Workflow

Email | Print

Great new feature just added to Dynamics PDF-Docs to automate full E-Signature process with DocuSign.

  1. Document is generated in CRM using Word Template
  2. One click to PDF the document and attach it to Notes, using Dynamics PDF-Docs
  3. Complete process where to sign using DocuSign (if required)
  4. DocuSign manages the E-Signature process in background
  5. The signed document is attached to Notes (by DocuSign)  with the suffix _Sign to the original file name
  6. PDF-Docs workflows identifies the signed document and uploads it to SharePoint with metadata from the record’s fields.

Click here to download Dynamics PDF-Docs trial version

The workflow has 1 step: Notes to SP which is configured as in this image


The credentials to SharePoint and location where to save the documents are in the solution configuration page





Comments are closed.


Show Buttons
Hide Buttons