Get Documents Signed Electronically in Dynamics 365
Get Documents Signed Electronically
Have you ever needed to send out contract or invoice stored in your Dynamics 365 account to be signed?
With DaDaDocs you can send your business documents and collect digital signatures on the spot. DaDaDocs SendToSign feature is an easy way to request signatures that can be added to your PDF or Word document.
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.
You can send the document out for signatures directly from the editor. Make all the required changes in the document and click the Done button. Select SendToSign from the drop-down menu.
Select Your SendToSign Method. There are two options for requesting digital signatures: SendToEach and SendToGroup.
SendToEach: Send up to twenty unique copies of the document to be individually signed by each recipient. You will receive a confirmation email as each copy is signed.
SendToGroup: SendToGroup allows you to send a single copy of the document to up to twenty people. Once all the recipients sign the document, you will receive a confirmation email.
To create your signature request, add the email address and name of the recipient(s).
Select the signer’s authentication options. If you choose to enable two-factor authentication, move the slider to the right and enter the recipient’s phone number. The recipient will get a unique passcode via text message. To open the document, the recipient will have to enter this passcode.
Set the editing permissions. If you set the editing permissions to Signature Only, the recipient will only be able to sign and date the document. If you select Full Access, the recipient will also be able to edit the document using all our editing tools in addition to signing the document.
Request a photo for signature authentication. If you select this option, the recipient will have to prove their identity by taking a photo with their webcam before returning the signed document.
You can write a message to a recipient under the Subject line.
Add more recipients by clicking Add Another Recipient.
If you select to request signatures using SendToGroup, create an envelope name to label your group. Only you will be able to see this label.
If you want to change or add the fillable fields to your document and assign them to the recipients, click the corresponding orange button.
Finally, click SendToSign in the bottom right corner of the page. The recipients will receive an email with your request to sign the document.
The link will open the document in the editor where the recipient will be able to sign it. Once the document is signed, it will be automatically uploaded to your Dynamics 365 account.
- 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