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Quick Start GuideDocuSign for Dynamics 365 CRM 5.2.1 Published: July 28, 2017Overview This guide provides information on installing, signing, and sending documents for signature with DocuSign for

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How to fill out docusign for dynamics 365

01

Step 1: Access the Dynamics 365 application and navigate to the records that you want to send for signature.

02

Step 2: Click on the '...' button and select 'Docusign' from the dropdown menu.

03

Step 3: A Docusign window will open. Fill in the details such as the recipient's email address, subject, message, and attach any necessary files.

04

Step 4: Customize the signature fields by dragging and dropping them onto the document. You can add signature fields, initials fields, text fields, checkboxes, and more.

05

Step 5: Once the document is ready, click on the 'Send' button to send it for signature.

06

Step 6: The recipient will receive an email notification from Docusign with a link to access the document. They can review and sign the document electronically.

07

Step 7: After the recipient has signed the document, you will receive a notification. You can then access the signed document in the Docusign tab within Dynamics 365.

Who needs docusign for dynamics 365?

01

Sales teams who need to send sales contracts or proposals for signature can benefit from Docusign for Dynamics 365.

02

Legal departments that require legal agreements to be signed can use Docusign for efficient and secure electronic signatures.

03

HR departments that need to collect employee signatures for various documents like offer letters, NDAs, or performance evaluations can utilize Docusign with Dynamics 365.

04

Real estate agents who deal with rental contracts, sales agreements, or property management documents can streamline their processes using Docusign.

05

Businesses that aim for a paperless workflow and want to replace manual signing with digital signatures can leverage Docusign for Dynamics 365.

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