Adobe Sign for Microsoft Dynamics 365 On-Premises installation and configuration guide

Adobe Sign admin page

Complete installation and configuration instructions for a new implementation of the Adobe Sign product in to the Microsoft Dynamics CRM.

Overview

Adobe Sign offers a plug-and-play integration solution with Microsoft Dynamics CRM. This integration provides the following benefits:

  • Accelerates the quote-to-cash process by sending agreements—such as contracts and sales documents—from Dynamics with one click
  • Automatically merges data from Dynamics entities—such as accounts and contacts— into agreements and pushes data gathered from signers during the signing process back to Dynamics
  • Enables mobile functionality via the Sales Hub (for installations on Dynamics 365 9.x and later)
  • Makes it easy for recipients to sign anywhere, anytime, on any device
  • Makes it possible to track documents sent out for signature from within Dynamics
  • Eliminates manual steps across the entire process

 

This document is expressly for Microsoft Dynamics 365 On-Premises 9.0 and beyond.

The scope of this document is focused on a new installation of the Adobe Sign for Dynamics On-Premesis solution.

If the solution is already installed, and you are looking to upgrade the solution to the newest version, please refer to the Upgrade Guide.


Prerequisites

  • Microsoft Dynamics 365 On-Premises 9.0 or later
  • Ensure that any required language packs have been installed into Dynamics 365 prior to installing the Adobe Sign package
  • A licensed enterprise-level Adobe Sign account or an enterprise-level trial account
    • Verify that the email address of the Adobe Sign account-level admin is the same as the installing Dynamics CRM admin
  • Provide all the owned domains that your users could be using in their email addresses (Do not include public use domains like gmail.com, yahoo.com etc.)
  • Obtain a list of all users in the Adobe Sign system using your owned domains
    • Once obtained, you may need to request valid users to be moved into your CRM linked Adobe Sign account
    • It is vital that the user email in Adobe Sign match the primary email of the CRM user. In the event where it is not, the Adobe Sign email value should be changed.

 

Within the Dynamics environment there are a couple of items to take note of:

  • Licensing - Adobe Sign Users and Administrators need to be assigned with read /write CRM Cal Licensing.
  • File Limitations – The file upload size limit is configurable in CRM (default value is 5 MB). Users get an error if they try to attach a file larger than the configured value.
    • If the signed PDF is larger than the configured value, Dynamics prevents the file from attaching to the parent (or mapped) entity.

Supported browsers

  • Chrome - current version
  • Firefox - current version
  • Safari - current version
  • Edge - current version

Edge browsers

For Microsoft Dynamics to work seamlessly in the Microsoft Edge browser you must trust the below sites in your browser security configuration:

  • https://*.adobesigncdn.com
  • https://*.adobesign.com
  • https://*.echocdn.com
  • https://*.echosign.com
  • https://cc-api-data.adobe.io
  • If using a third-party identity management system, that URL needs to be added as well

Obtaining the Package

A 30-day free Adobe Sign trial optimized for Dynamics CRM can be requested here >

Obtain the current AdobeSign_for_Dynamics_365_On-Premises_Deployer package here >

Additional resources:

If you have any questions or concerns about/during the installation process, please contact customer support.

Installing the on-premises package

The Adobe Sign for Dynamics 365 package is delivered with a guided installation wizard/executable: PackageDeployer.exe

The Deployer.exe is the best method to achieve a clean install of the package with minimal interaction from the admin, and significant logging in case a problem is encountered.

Admins that are deploying from a non-Windows system wont be able to launch the .exe, so a manual import process is available. Admins on the Windows platform can also install manually, but it is strongly recommended that the executable be used if possible.

Attenzione:

In no case should the OnPrem executable be used to attempt an installation in an Online environment.

  1. Download the OnPremise_Deployer from: https://helpx.adobe.com/sign/using/integration-guides.html#Dynamics and save it to your local system.

  2. Extract the downloaded file

    Extract the Deployer

  3. Open the extracted folder and double-click on the PackageDeployer.exe

    Extract the Deployer

  4. In the introduction screen of the Package Deployer tool:

    • Choose Continue
    Splash screen

    NOTE: Clicking Continue may cause an error to trigger on the screen:

    Error message

    If this happens:

    1. Return to the extracted folder
    2. Locate and right-click the PackageForDynamicsV9.x.dll
    3. Click Properties on the bottom of the pop-up menu
    4. Check the Unblock box on the Properties pop-up
    5. Click Apply
    6. Click OK
    7. Return to step 3 and double-click on the PackageDeployer.exe to resume the installation
    Unblock the DLL

  5. In the connect screen:

    • Select the appropriate Deployment Type (On-premise)
    • Provide the authentication details to connect to the instance where you want to deploy the package
    • Choose Login
    Auth type

  6. After successful authentication, the Terms of Use for the Adobe Sign package is shown.

    • Review the Terms of Use
    • When done, click Next
    Adobe Sign terms of use

  7. Review the information on Ready to Install screen

    • Choose Next
    Ready to install

  8. After the validation completes successfully, choose Next

    Installed

  9. The package deployment status and log file can be viewed.

    • After a confirmation message is displayed on successful deployment of the package, click Next
  10. Review the name and information about the package, and choose Finish to exit the Package Deployer tool. The solution is installed.

Manual installation instructions for non-windows platforms

Non-Windows systems can't exploit the PackageDeployer.exe file to automatically install the Adobe Sign for Dynamics solution.  Consequently, admins on iOS systems (for example) need to unzip the _Deployer file and import the managed.zip packages individually and in order.

Import in this order:

  1. The main package (looks similar to AdobeSign_9_4_4_0_managed.zip)
  2. The SiteMap package
  3. The CustomerServiceHub package
  1. Download the current On-Premises package from https://helpx.adobe.com/sign/using/integration-guides.html#Dynamics 

  2. Extract the downloaded file.

  3. Navigate into the extracted folder and into the "PkgFolder" sub-folder

  4. Verify that the PkgFolder has three zip files:

    • AdobeSign_<version_number>_managed.zip
      • This is the main solution, offering a plug-and-play integration solution with Microsoft Dynamics 365
    • AdobeSign_CustomerServiceHub_<version_number>_managed.zip
      • Provides access to the Adobe Sign functionality on the Dynamics Customer Service Hub
    • AdobeSign_SiteMap_<version_number>_managed.zip
      • Provides access to the Adobe Sign functionality on the Dynamics Site Map
    iOS instgallation packages

  5. Log in to your Dynamics 365 On-Prem environment as an administrator

    • Navigate to Settings > Solutions
    Navigate to Main > Settings > Solutions

  6. The All Solutions page loads:

    • Click the Import icon
    The Import icon

  7. The Select Solution Package page loads:

    Browse to the folder where the On-Prem zip was extracted and into the PkgFolder subfolder.

    Select and import the packages in the order mentioned below:

    1. AdobeSign_<version_number>_managed.zip
    2. AdobeSign_CustomerServiceHub_<version_number>_managed.zip
    3. AdobeSign_SiteMap_<version_number>_managed.zip

    Repeat steps 7-10 until all three packages are imported.

    Browse to the Adobe Sign v5 binary

  8. The Solution Information page loads:

    • Click Next
    The Solution Information page

  9. The Import Options page loads:

    • Ensure that the Enable any SDK message processing steps… option is checked
    • Click Import
    The Import Options page

  10. The Importing Solution page loads and imports the package. 

    This process may take a few minutes. Once the process is completed, you should receive a success message.

    • Click Close
    The imported package

    Once all three packages are installed, you are ready to move on to Post-install configuration

Attenzione:

Be advised that removing the Adobe Sign solution will delete all of the agreement information contained in your Dynamics 365 environment.

The agreements and records will still be available directly through the Adobe Sign web application.

  1. Log in to your Dynamics CRM environment as an Administrator

    • Navigate to Settings > Solutions
    Navigate to Main > Settings > Solutions

  2. On the Solutions page:

    • Select one solution and click Delete
      • Uninstalling Adobe Sign for Dynamics cleanly requires that you uninstall the packages individually in the following order:
        1. CustomerServiceHub
        2. SiteMap
        3. Main package

     You will be prompted to confirm uninstalling a managed solution.

    • Choose OK to proceed
    Repeat the above process until all three packages have been deleted
    Delete the solutions one at a time

Post Install Configuration (Required)

Install the Integration Key

New installations require an integration key to be generated in Adobe Sign and then entered into Dynamics. This key is the access token that authenticates the Adobe Sign and Dynamics environments to trust each other and share content.

To generate an Integration Key in Adobe Sign:

  1. Log in to your administrative user for your Adobe Sign account

    • Navigate to Account > Adobe Sign API > API Information
    • Click the Integration Key link in the middle of the page
    Nota:

    If you do not see the Integration Key link on your API Information page, please contact customer support to review your account settings and make the required adjustments to expose this required functionality.

    Navigate to Account > Personal Preferences > Access Tokens

  2. The Create Integration Key interface loads:

    • Provide an intuitive name for your key (e.g. Dynamics CRM)
    • Configure the Integration Key with the following elements enabled:
      • user_read
      • user_write
      • user_login
      • agreement_read
      • agreement_write
      • agreement_send
      • library_read
      • library_write
    • Click Save once the key is configured
    The Create Integration Key interface

  3. The Access Tokens page is exposed showing the keys designed in your account.

    • Click the key definition created for Dynamics CRM
      • The Integration Key link is exposed at the top of the definition.
    • Click the Integration Key link
    The Integration Key link

  4. The Integration key is exposed:

    • Copy this key and save in a secure place for Step 6
    • Click OK
    The Integration key

  5. Install the integration key into Dynamics CRM:

    Log in to your administrative user for your Dynamics CRM environment

    • Navigate Main > Adobe Sign > Admin Settings
  6. The Adobe Sign Admin Settings page loads:

    • Paste your key into the Integration Key field
    • Click Validate Key in the ribbon
    The Adobe Sign Configuration page

    After a short delay, the page refreshes showing that you are “Connected" and displaying the integration key being used.

    • The Integration Key field will be locked
    • The Validate Key button changes to Remove Key
    The Adobe Sign Admin Settings page


Verify Legacy Form Rendering is Disabled

It is necessary to disable legacy form rendering to use Adobe Sign. To do this:

  1. Navigate to Settings > Administration

    • Click System Settings
  2. The System Settings page loads:

    • Ensure that the Use legacy form rendering setting is set to No
    • Click OK
    The System Settings page

Deploy Adobe Sign to Users by Assigning Security Roles

Every Dynamics user that is expected to use the Adobe Sign application needs to have their security role configured in the Dynamics environment.

The security roles are:

  • Adobe Sign Reader –Allows the user read-only access to Agreement records.
  • Adobe Sign User - Allows the user to work with Agreements and other application entities. This role permits the user to see only their own records and allows User level access to built-in CRM records such as Contacts, Accounts, Leads, Opportunities, Orders, Invoices, Quotes.
  • Adobe Sign Administrator – This role includes additional privileges in addition to the Adobe Sign User role such as adjusting Global Settings, Data Migration and allowing visibility over all Agreements throughout the application.

To configure the security roles:

  1. Navigate to Settings > Security

  2. The Security page opens:

    • Select Users
    the Security page

  3. The Enabled Users page loads

    • Select all the users you want to promote to one type of security role
    • Click Manage Roles
    The Enabled Users page

  4. The Manage User Roles pop-up displays

    • Check the security role you want to define for these users
    • Click OK
    The Manage User Roles pop-up

Optional Configurations

Adobe Sign Admin Settings

The Adobe Sign Admin Settings page permits access to the administrative tools for building templates and mapping data, as well as creating custom workflows.  Optional settings are also available to customize the user experience.  

To access the settings:

  • Navigate to Adobe Sign > Admin Settings

The Adobe Sign Admin Settings page loads. Two sections are available:

  • Account and Setup – The Integration key and checklist for the initial account setup process
  • Configuration – Quick links to the most common admin functions and documentation, as well as optional flags for the user experience
Adobe Sign admin page

Connect Adobe Sign with Dynamics 365

This section is dedicated to the Integration Key link between the Dynamics environment and the Adobe Sign servers.

  • The key can be removed at any time to disconnect the Adobe Sign services

 


Setup Checklist

This section shows the installation progress as measured by the key configuration points:

  • Link Adobe Sign to Dynamics 365 – Checks when the Integration key is successfully installed.
  • Display Legacy Form Rendering in Dynamics 365 – Checks when Legacy Form Rendering is disabled.
Configuration section

Admin Tools

Commonly used tools for Admins to extend the value of the Adobe Sign service:

  • Create new data mapping – Opens the New Data Mapping interface
  • Create new agreement template – Opens the New Agreement Template interface
  • Change user access– A short-cut link to the configuration guide - Manage users section

Optional Configurations

  • Enable user auto-provisioning – If enabled, new users that are given access to the Adobe Sign entity automatically provision a user in the Adobe Sign system upon first use.  Provisioning is based on the users’ primary email address, not the User Name, and takes place in the background without further action by the user or account administrator.  
Nota:

New users that are automatically provisioned in Adobe Sign have a randomized password. Because the integration is working as an authenticated application via API, there is no functional problem within the Dynamics environment.  However, if the user seeks to log in to Adobe Sign directly, they need to first reset their password via the “I forgot my password” link on the Adobe Sign home page. 

  • Attach signed documents to agreements entity– This option pushes a PDF copy of the completed document back into Dynamics, attached to the agreement record (under the Notes section).  This would be a copy of the authoritative original which is maintained on the Adobe Sign servers.
  • Attach combined audit trail with signed agreement – Enabling this causes the Adobe Sign audit trail PDF to be attached to the agreement record (under the Notes section) once the agreement is signed/completed. The audit trail explicitly enumerates the events (viewed, signed, delegated, etc.) of the agreement, the timeline of those events, as well as the IP address where the events were enacted.
  • Attach audit trail - When enabled, the Audit report is attached to the agreement record (under the Notes section) as a discrete file.
  • Display document preview images – This option attaches an image of the signed/completed document to the record for easy viewing without having to download and open a PDF file.  This image is installed at the very bottom of the agreement record.
  • Enable activity feeds on Adobe agreement entity - When checked, activity feeds are enabled for the agreement entity.


Resources

A list of the most common resources:

Enabling Activity Feeds on Adobe Agreement entity (Recommended)

Enabling the activity feed for the adobe_agreement object permits Adobe Sign to update the events of the agreement under the Posts section on the Agreement record as well as the CRM records that were the parent object for the agreement (Contacts, Accounts, etc.).

  1. Navigate to the Adobe Sign Admin Settings page

  2. Check the Enable activity feeds on Adobe agreement entity box

    Enable Activity Feeds

  3. Save the configuration


Enable Optional Authentication Methods

In your Adobe Sign account, configure any authentication methods that you want to enable for your users:

  • Log in as an Adobe Sign Admin
  • Navigate to: Account > Account Settings > Send Settings > Identity Authentication Methods
Configure authentication methods


Enable Bio-Pharma (CFR 21 part 11) Signatures

If your work process demands that you have CFR 21 part 11 compliant signatures, configure your Bio-Pharma controls in your Adobe Sign account:

  • Log in to Adobe Sign as an admin
  • Navigate to: Account > Account Settings > Bio-Pharma Settings  
Configure bio-pharma controls


Removing / Revoking the Integration Key

If you need to remove the current Integration Key from your Dynamics installation, you can do so on the Adobe Sign Configuration page under Global Settings.  Removing the key severs the trust relationship between Dynamics CRM and Adobe Sign, stopping all new transactions as well as updates for existing transactions. Once the key is removed, it can be re-applied at any time to resume the interaction between the two systems.

To remove the key:

  • Navigate Adobe Sign > Admin Settings
  • Click Remove Key in the ribbon
The Adobe Sign Admin Settings page

Removing the key is not the same as revoking the key.  Revoking a key must be done in the Adobe Sign system, and makes that key permanently disabled for Adobe Sign use.

To revoke a key:

Log in to your administrative user for your Adobe Sign account

  • Navigate to Account > Personal Preferences > Access Tokens
  • Click the key definition for the Integration Key you want to revoke
    • This exposes the Revoke link
  • Click Revoke
the Revoke link

  • Click Yes when challenged

Data Mapping

Data Mapping can significantly improve your agreement generation process and ensure that documents have the appropriate content in fields without the possibility of human error by pulling field values directly from Dynamics CRM.

Additionally, the mapping can push new content from completed agreements back into Dynamics, allowing valuable updates to your CRM without having to engage in manual data manipulation.  


A Quick Note on Forms/Text Tags

Successful mapping requires that you have pre-built forms with defined field names so you can logically relate the CRM field to the Adobe Sign form field. 

A simple form is illustrated below.  The fields are defined by the curly bracket pairs on either side (defining the width of the field) and the field name (the string of characters between the curly brackets). 

Example Form Fields

Text tags can include additional arguments beyond the name value, including validations, calculations, and regular expressions. An in-depth understanding of form building can be found here, and can dramatically improve the quality of data you capture during the signature process.

Nota:

The Text Tag Shortening feature can be very useful in form design and field mapping by establishing a convention for the field names that repeat on every document (and saves time by not having to re-create the formal tag). This expressly improves data mapping across multiple forms and builds an anchor for future forms.

It is also possible to build forms in PDF format.

 

Defining a Data Mapping Template

There are two access points to configure Data Mapping.

The first option is to navigate to: Adobe Sign > Data Mapping

This loads the Data Mappings page, a list of all existing data maps that you can review, edit, or delete.

  • Click +New in the upper-left corner to access the New Data Mapping page
 the Active Agreement Mapping Templates page

 

The second method is to access the Create New Data Mapping link on the Admin Settings page.

This link bypasses the listing of all data maps and opens directly to the New Data Mapping page.

 

Loading the New Data Mapping page may take a moment; when the Entity field expands, the page load is completed.

1. Enter an intuitive name for your data map

2. Identify this data mapping as the default mapping to be used for this entity (or not).

3. Select the CRM Entity from the drop-down.

  • This constrains the fields available for mapping to just the defined entity.
  • It is possible to have multiple data maps per Entity.
  • Once the entity value is set, it cannot be changed.
Data Mapping page

 

Once the Entity value is set, the Data Mapping tab is exposed. Click that tab to access the field mapping tools:

Field mapping tools


Relate the Dynamics CRM fields to the Adobe Sign field names

You can now start creating relationships between Dynamics CRM field names and the Adobe Sign form field names you have defined. Data mappings are configured based on how the data flows :

  • MAP CRM DATA TO ADOBE SIGN AGREEMENT - Prefills fields on your form using field values associated with the defined Dynamics Entity.
    • It is possible to create a “hunt group” of alternate CRM field values seeking to fill the Adobe Sign form field. Each member of the group will be tried in order until a non-null value is found and inserted. (See Below)
  • MAP ADOBE SIGN AGREEMENT DATA TO CRM DATA -Populates the empty fields of the Dynamics Entity using form field values obtained through the signing process (once the agreement is completed).
    • By default, Adobe Sign will not push a new value into a CRM field that has content.
    • It is possible to define the relationship on the data map to override the content protection and replace existing field values with new content from the signed form.


Regarding Data Types

Adobe Sign data mapping supports the following data types:

  • Text – Text form fields are supported as Single Line of Text in CRM.
  • Boolean (Two Option)– Checkboxes are supported for CRM Boolean fields. 

○ If drop-down or radio button form fields are used for Boolean CRM fields, the CRM to Adobe Sign mapping may fail.  Adobe Sign to CRM mapping will still work

  • Option Set – Dropdown lists and radio button form fields are supported for CRM Option Set fields


Relating fields (CRM Data to Adobe Sign Agreement):

  • Select the CRM field from the Attribute drop-down
  • Type the Adobe Sign form field name into the Agreement field input box
  • (Optional) Check the Add Reverse Direction Mapping box if you want to also relate these fields mapping from Adobe Sign to CRM
  • (Optional) Check the Override box if you want this template to ignore existing content in the CRM field and force-populate the field with the new content from the Adobe Sign field.
  • Click Add

The new field relation will process for a few seconds, and then you will see the relationship populate below the configuration settings.  

Both data mapping fields exposed

If you opted to add the reverse direction, you will see the new relationship populate under the Adobe Sign to CRM configuration fields also. 

If you opted to Override the content protection, you will see that indicated on the relationship record.


Relating fields (Adobe Sign Agreement to CRM Data):

The process for discretely creating a mapping from Adobe to CRM is the same as above except there is no option to Add Reverse Direction Mapping.


Deleting mapped relationships

You can delete one or more mapped relationship by:

  • Select the records to be deleted by checking them on the left side of the record
  • Click the More commands icon at the top right of the list and select Delete
Deleting a relationship

Alternate field mapping relationships (Hunt Group)

If you define a field on an Adobe Sign form that might be filled by one of several CRM fields, then you can create an ordered list (hunt group) of CRM attributes that will seek to populate the Adobe Sign field.

For example, you may have the CRM field First Name mapped to a form field named FName, and then also map the CRM field Yomi First Name to that same form field name.  The application will first attempt to fill the field with content in the First Name field, and if no content is found, Adobe Sign will attempt to use content in the Yomi First Name field.  If no content is found in any element of the hunt group, the field is left empty.

To define the hunt group:

  • Create a CRM to Adobe Sign relationship between your primary CRM attribute and the Adobe Sign form field name.
  • Once the first record is in place, change the CRM attribute to the secondary CRM attribute, and add that relationship. 
  • Click OK when asked if you want to make the alternate mapping

 

After the record is updated in the system, you will see that the records have changed to include a prefix in front of the Entity Attribute:

  • # will be in front of the primary/default attribute.   This field will always be the first field checked for content
  • Subsequent relations will be numbered 1-N. The first alternate field relationship is indicated by (1) and will always be the first alternate field checked.  (2) would be the second alternate field, and so on. 
Hunt Group

Adding attachments to related Entities

Once an agreement is fully signed and executed, Adobe Sign will produce a PDF copy of the document and an audit trail of the signing process.  It is possible to have these documents attached as PDF files to any other CRM Entity that is related to the template’s parent Entity.

In the MAP SIGNED AGREEMENT AND AUDIT TRAIL TO CRM ENTITY section of the template page, you will find three Document Types available via drop-down:

  • Signed PDF – The full text of the signed document. This is a copy of the authoritative original that is maintained on the Adobe Sign servers.
  • Audit Trail – A full enumeration of all major events (signing, delegation, etc.) and the associated metadata (time/date, IP address, etc.)
  • Combined PDF - Both documents are combined in one PDF and attached

You can attach one or more files to any related Entity, but you must explicitly map them individually.

To map an attachment:

  • Select the Document Type you want from the drop-down
  • Select the Entity you want to push the document to, using the Attach to CRM Record drop-down list.
    • Only Entities with a defined relationship to the parent Entity will be listed
  • Click Add 

Attachment relationships will be listed under the configuration settings.

Entity options drop down


Deleting an Attachment

To delete an attachment record:

  • Select the records to be deleted by checking them on the left side of the record
  • Click the more commands icon and select the Delete option
Deleting a record

Agreement Templates

As an Adobe Sign Admin in the Dynamics environment, you have the authority to create agreement templates that can pre-configure a majority of the agreement fields, attach files, and tie that agreement to relevant data mapping.

Templates are tied to a Dynamics entity, and become available for agreements sent from that entity when they are flagged as Active.

Nota:

Data Maps are at the core of Agreement Templates and should be defined before the Agreement Template is configured. 

Like Data Mapping, there are two access points to configure a new Agreement Template:

The first option is to navigate to: Adobe Sign > Agreement Templates

 

This loads the Agreement Templates page, which will list all the existing templates for you to review, edit, or delete.

  • Click +New in the upper-left corner of the screen to start a new template.
New Template

 

The second method is to access the Create New Agreement Template link on the Admin Settings page.

This link bypasses the listing of all agreement templates and opens directly to the New Agreement Template page.

 

When the New Agreement Template page opens:

  • Provide an intuitive name for the template, so users will know when to use it
  • Identify the Entity that the template should be tied to.
    • The Entity cannot be changed later
    • Once the Entity is selected, the template will be saved, and the full agreement template loads
New Template

 

The Agreement Template has four tabs each containing editable values that you can configure:

  • Template Details – Defines the relationship between the major objects and if the template is active
  • Recipients – Allows for a pre-configured signature path for the template
  • Agreement Details – Contains the elements of the individual agreement
  • Related – A listing of related objects


Template Details

The template details show the Template - Entity - Data Map relationship for this template.

Template details

The name of the template is expressed in large font at the very top

  • Template Name – The name of the template. This is identical to the name expressed at the top of the page
  • Primary Entity – Templates are tied to a single entity within Dynamics. The declared entity is the only entity that will display this template
    • This value is locked once the agreement is created
  • Data Mapping – This field indicates the name of the Data Map that is bound to the template.
  • Active – This check box dictates if the template is available for users to select when sending from the primary entity
  • One-click send – If enabled, the template automatically sends the agreement when the template is selected. 
    • For  example:  You have an NDA template designed with Contact as the primary entity, and the recipient's section is configured to import the Contact’s email.
      • The Sender only needs to select the NDA template from the Contact they intend to send it to. The configuration phase is skipped, and the agreement is sent without further interaction.
      • If no recipient is configured, One-click is ignored, and the agreement opens for manual configuration


Recipients

The Recipients section contains the list and signing order of recipients that you want to pre-configure for the template.

Recipient list

Recipients – You can hard code a recipient list within a template by clicking the New Recipient icon in the upper-right of the window.  A pop-down opens exposing the configuration options.

  • By default, the recipient list is left empty for the Sender to manually populate when configuring their agreement
  • Adding a default recipient must be done explicitly by clicking New Recipient and then saving the default values presented with Create from primary entity enabled
  • The Override Default Verification option allows you to escape the default verification method (set in the Security section), and apply a different verification method for just this recipient.
Quick Recipient - Override Auth

  • Adding additional recipients (e.g. internal counter-signature process), or recipients that aren’t involved in the signature process, only requires that you uncheck the Create from primary entity box, and then define the recipient. An excellent option for CCing teams that only need to manage the final documents
Additional recipients


Agreement Details

The  Agreement Details section contains four sections:

  • Message Details -The agreement name and the global message that each recipient sees on the "Please Sign" email
  • Attached Files - The files being sent for signature
  • Agreement Options - Options for configuring the agreement
  • Security Options - The option to secure the PDF with a password
Template - Agreement Details

Message Details

  • Agreement Name – The Agreement Name is prominent in the notification process, surfacing in the email subject line, in bold font in the email body, and in smaller font throughout the boilerplate description (seen in yellow highlight below)
  • Message – The Message field is an open plain text field where you can insert any message or instructions to the signer (seen in green highlight below)
Review and sign email

Nota:

Both the Agreement Name and Message fields permit the insertion of Dynamics field values, to improve personalization for the recipient. To open a list of possible values, type a left brace: {


Attach Files

This section allows you to pre-attach a file for the agreement.  For example, if you create a template for an NDA, then you can attach the company NDA file directly in the template so the sender doesn’t have to.

Template - attach files


Agreement Options:

Template - Agreement options

  • Preview and position signatures before sending – When checked, the agreement automatically opens the authoring environment so the sender can place form fields
  • Agreement expires – If checked, the agreement defines a termination date when the agreement expires
    • Days until agreement expires – This defines the number of days the agreement remains signable when the Agreement expires feature is enabled
  • Add post-signing landing page – When enabled, you can dictate what URL the recipient is routed to after they complete their interaction with the agreement
    • Post-signing landing page – This field contains the URL for the page you want to direct recipients to when Add post-signing landing page is enabled
    • Delay in seconds for redirect - Define how many seconds the redirect waits until routing the recipient to your landing page
  • Require In-person signing – If you need to have the signer sign on the sender’s local system or tablet without involving email, senders can host the signature using this option
  • Require My Signature – Used when the sender will be part of the signature process
    • The sender must sign first, last, or be the only signer
    • The signing order will be Order Entered
  • Signing Order – Choose between two workflows for getting your document signed
    • Any Order notifies all signers at one time and allows them to sign without waiting on anyone else
    • Order Entered enforces a strict sequential signature process based on the order you define the signers on the agreement
  • Signature Type – Choose the format in which you want the document signed
    • ESIGN routes your agreements to be signed electronically using email and expects the recipients to sign electronically
    • WRITTEN delivers your documents via email, prompting the signer to print the document and physically sign it. Then they must upload the document back to Adobe Sign system using the same email link
  • Schedule recipient reminders  Defines a reminder cycle for the transaction.  Reminders can be configured to be sent to the current recipient on a daily or weekly cycle
  • Signing Language – This setting defines the language used when the agreement is sent to the signer.  All email and on-screen prompts/instructions for the signer are in the language chosen


Security Options

This section defines the default verification method for the recipients, and the optional password for the final PDF document

Template - Security options

  • Set password to open signed PDF – Enable this if you would like to apply a password to the final document to prevent un-authenticated access
  • Identity Verification  Defines the second-factor verification to authenticate the recipient
    • Email – No second-factor verification is applied
    • Password – Standard alphanumeric password field. When used, the sender must communicate the password to the signer out of band
    • Knowledge base  – Knowledge base authentication uses public databases to ask the signer several questions about their past to verify their identity
    • Web Identity - Social media is used to apply a second authentication

Adobe Sign for the Customer Service Hub

If your company has deployed Adobe Sign for Dynamics version 9.2 or later, you have access to the Adobe Sign functionality on the Dynamics Customer Service Hub also.

The Hub offers the same functionality with improved formatting, allowing direct access for phones, tablets, and any other mobile device.

The Hub Dashboard gives you a quick graphical report of the agreements associated to your user.

The reports allow you to drill down in to each element and produce new graphs specific to that sub-set of data.

The page is broken out into three default sections:

  • Agreements by status
  • Agreement status by month
  • Agreements sent out this week 
CS hub - Dashboard

The Agreements section gives you a full listing of your agreements as well as the ability to sort the Agreements by their meta-data (status, creation date, signed date, etc).

It is also possible to create a new Agreement as needed.

CS Hub - Agreements

Users that have access to Data Mappings can sort, review, and edit existing Data Mappings.

New Data Maps can also be created.

CS Hub - Data Mapping

Users that have the system authority to access Templates can review, sort and edit existing templates.

New Agreement Templates can also be created.

CS hub - Agreement templates

Dynamics Administrators can access and edit the admin level settings for the Adobe Sign integration.

The Adobe Sign Admin Settings page

Adding Custom CRM Entities to Adobe Sign

Several built-in CRM entities are included in the Adobe Sign package that you can relate your agreements to:

  • Contacts
  • Accounts
  • Leads
  • Opportunities
  • Quotes
  • Invoices
  • Orders
  • Contracts

 

You can add your custom CRM entity (or any other built-in CRM entity) to this scope, by following a few steps.

Nota:

Custom entities can only start an agreement from the Request Signatures menu item.

You cannot use the Quick Create system to start an agreement from a custom entity.

 

For our example, let’s assume there is a custom CRM entity called “Customer”.

  • Navigate to Settings > Customization
Navigate to Main > Settings > Customization

The Customization page loads

  • Click the Customize the System option
The Customization page

The Default Solution page opens in a separate window

In the left side rail under Components

  • Expand the Entities list
  • Find the custom entity (“Customer” in this case) and expand it
  • Single click the name of the Entity to display the fields and controls
The Default Solution page

  • Copy the value from the Name field (in this example the value is “new_customer”). 
    • This is the internal system name of your custom Entity.
  • Navigate to the 1:N Relationships option, under your custom Entity
    • Click the New 1-to-Many Relationship button.
 the 1:N Relationships option

A new Relationship window opens

Create the new relationship:

  1. Choose Agreement from the Related Entity field
    • The Name field changes to show {entityName}_adobe_agreement 

     2. Paste the name of your custom entity (“new_customer” in our example) into the Display Name field.

  • The Name field changes its value to be “new_” + {entityName} + “Id”. (new_new_customerID)

    3. Click Save and Close

  • The Relationship window closes
  • Click Publish All Customizations at the top of the 1:N Relationships page
Publish All Customizations at the top of the 1:N Relationships page

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