Great new feature just added to Dynamics PDF-Docs to automate full E-Signature process with DocuSign.
- Document is generated in CRM using Word Template
- One click to PDF the document and attach it to Notes, using Dynamics PDF-Docs
- Complete process where to sign using DocuSign (if required)
- DocuSign manages the E-Signature process in background
- The signed document is attached to Notes (by DocuSign) with the suffix _Sign to the original file name
- PDF-Docs workflows identifies the signed document and uploads it to SharePoint with metadata from the record’s fields.
The workflow has 1 step: Notes to SP which is configured as in this image
SharePoint access details and location are in the solution configuration page