eSign PDF Documents from Dynamics 365 Online
The best digital signature solution for Salesforce
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.
eSign PDF Documents Online
Have you ever needed to sign a sales contract or invoice stored in your Dynamics 365 account?
DaDaDocs allows you to sign any Word or PDF document right in your Dynamics 365 account. In the past, you probably had to print the document, fill and sign it, and either scan it or send a hard copy to wherever it needed to go. Besides needing a printer and a scanner, the whole process was just too time consuming. DaDaDocs will simplify your workflow. All signatures added in DaDaDocs are legally binding under the E-Sign Act (2000).
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.
Click the Sign button in the main toolbar.
This will open the Signature Wizard that allows you to type, draw, upload, capture a signature with a webcam, or sign the document on a mobile device.
To type a signature, click the T icon and type your name.
You can also change the color and thickness of the signature in the Signature Wizard.
Click Save and Use to use the signature immediately or Save to use it later. In both cases, the signature will be saved in the Signature Wizard.
Click where you need to place the signature. Use the mini toolbar to resize the signature or change its position.
To draw a signature, click the fountain pen icon and use your mouse or trackpad to draw your signature by clicking and dragging. Save and place the signature exactly where you want it to appear.
To sign with your finger, click on mobile device and enter your phone number or email address. Open the link you receive via text message or email on your phone, and follow the instructions to sign with your finger.
To capture a signature, click the webcam icon and allow DaDaDocs access to your camera. Then simply sign a piece of paper and hold it up to the camera, so the signature fits inside the blue box. Click Take.
You can then choose to make adjustments to the scan, or use the signature as-is.
To upload a signature, click the arrow icon and navigate to an image of your signature on your computer. Just like with capture, you can then choose to use the signature as-is, or make changes. Available edits include crop, brightness, contrast, flip, rotate, and auto-adjust. DaDaDocs can verify your signature with a stamp showing the date when you signed the document. To show the stamp, just click its icon. You can create as many signatures as you like and save them in the wizard. Your signatures will automatically appear in the Signature Wizard, ready to be used any time you need to sign a document. You can also remove any signature with the trash can icon.
When you have finished editing, click the Done button in the top right corner and save your document back to your Dynamics 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
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 & 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
PDF, 6.0 MB
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