Add Checkmarks to a PDF in Dynamics 365
Add Checkmarks to PDF
Have you ever needed to add checkmarks to sales contract or invoice stored in your Dynamics 365 account?
With DaDaDocs, you can add checkmarks to any PDF or Word attachment and format it online right in your Dynamics 365 account without downloading or installing any software. DaDaDocs checkmarks can serve as a handy annotation tool or as bullet points. You can even link them to any webpage. You can also put them into any checkbox while filling a form. A checkbox can be of any size, because DaDaDocs checkmarks are resizable. Apart from the standard checkmark, you can use two more shapes - crosses and circles.
Once you’ve added our checkmarks to a PDF document, you will never lose them. Even if you convert your PDF to a Word document, DaDaDocs checkmarks will preserve their position, size and color.
To get started, click on Sales and select a required entity, for example, Opportunities.
Select the opportunity from the list and click on DaDaDocs in the top panel of Dynamics interface.
Choose the document you would like to edit and press Edit Document.
To add a checkmark to your document, click on its icon in the main toolbar and click where you need to place it.
To move, resize or delete the checkmark, use the mini toolbar above it. To change the color, click the color box in the top right corner of the page and select the color you need.
To create a hyperlink, click in the top right corner and in the dialog window that will open, enter the URL of a webpage and click Save.
When you share or send your document, the recipient will be able to open the page linked to the checkmark.
When you have finished editing, click the Done button in the top right corner and save your document back to your Dynamics 365 account, send it out for signing or turn into interactive fillable form available to anyone to fill out from any device.
- Type and erase
- Black out and redact
- Add images
- Draw arrows and lines
- Place sticky notes and text boxes
- Turn any document into a smart fillable form
- Use checkboxes, drop-down menus, date and signature fields, formulas and images
- Define the filling order and add instructional videos to guide clients through the document
- eSign documents and collect signatures
- Get instant notification with a copy of the document once it's been filled out
- Work together on any device to access, edit, collaborate and comment on a single document