DocuSign

Users are given the provision to use the features of DocuSign to electronically sign documents/attachments stored in SharePoint. Once the DocuSign option is enabled, the DocuSign button will be displayed on Attach2Dynamics UI. Users can now select a document and use the ‘Get Signature’ functionality or ‘Sign Document’ feature by clicking on the respective button.

Note: To use this feature both DocuSign solution and SharePoint Security Sync solution must be installed.

Note : The entity for which you want to use the DocuSign feature should be enabled for notes.

After Clicking on the button, a Pop-up will open containing the selected document.

Users can switch to Full screen/default screen mode using the highlighted icon in the below screenshot.

Note: It may take time to load the DocuSign UI.