Overview

This package installs a new function on the More Options menu to send a report for signature.

Supported on Adobe Sign for Microsoft Dynamics 365 for Sales. The Sales Hub is not supported.

Dynamics 365 v8.x requires version 1.1 of the Send Report for Signature package. Previous version must be updated.

Installing the package

1. Download the "Send Report for Signature" package

2. Log in to Dynamics as an administrator and navigate to Settings > Solutions

1_nav_to_settings-solutions

 

3. Click the Import button

2. Import Solution

 

4. Browse to the package that you downloaded

5. Click Next

3. Browse to the package

 

6. Click the Import button

4. Import the solution

 

7. When you see the message that the package has been imported successfully, click the Close button

5. Close the import window

 

8. Open an entity from which agreements can be sent, and verify that Send Report For Signature is now included in the menu.

6. Verify Entities

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