DaDaDocs Dynamics integration

Erase Text in a PDF Online in Dynamics 365

The best document editing solution for Dynamics 365
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The DaDaDocs Dynamics 365 integration is a complete online PDF editor for typing, editing, erasing, blacking out and annotating text as well as signing PDF documents within Dynamics. Collaborate on documents in your Dynamics account and make them available for filling by anyone on any mobile device.
Erase Text in PDFs Online

Have you ever needed to erase text in a sales contract or invoice stored in your Dynamics 365 account?

Sometimes we make errors when filling out business documents in Dynamics 365 account. It can be very disappointing because you may not be permitted to use white­out to correct your mistakes, or you may not want to leave them with unsightly corrections.
In the past, you probably had to print the document and fill it out again. Then, you would either scan it or send a hard copy to wherever it needed to go. Besides needing a printer and a scanner, the process probably took you far too much time to complete. Now there is a far easier way to erase text in PDF and Word documents. You can simply use DaDaDocs’s editor to erase in your Dynamics 365 attachment.
To get started, click on Sales and select a required entity, for example, Opportunities.
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Select the opportunity from the list and click on DaDaDocs in the top panel of Dynamics interface.

DaDaDocs integration with Dynamics 365 account Choose the document you would like to edit and press Edit Document.
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Click the Erase button in the Tools tab to get a content eraser.
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Select the content that you want to white out by clicking and dragging the cursor. Release the cursor when you have finished erasing text or images. You can use the eyedropper to match any color in the document, and the slider to resize the eraser.
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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.
Application features
PDF Editor
Type and erase
Black out and redact
Add images
Draw arrows and lines
Place sticky notes and text boxes
Form Builder
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 & Workflows
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
Learn More with Guidebooks
pdfFiller's DaDaDocs for Dynamics 365 Guidebook
PDF, 8.80 MB
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pdfFiller Guidebook
PDF, 6.0 MB
Download
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