Microsoft Dynamics 365: Invite people to sign with We Sign

Go to any entity which can put notes (e.g. Accounts)

Go to Notes Tab

Create a new note with some file attachments

We support following document types:

• PDF Documents (.pdf)
• Rich Text Documents (.rtf)
• Microsoft Word Documents (.docx, .doc)
• Microsoft Excel Documents (.xlsx, .xls)
• OpenDocument Files (.odt, .ods)

Click … to open extra menu items if you can’t see in menu.

File list dialog pops and show all the attachments in Notes tab

You can choose which file(s) you want to send to Secured Signing

Finally, click “Send for Signature” button

Secured Signing gets the form from Dynamics 365 and you can do further operation (e.g. add signature, position signature)

Add signature

1. Select page on which to put signatures.
2. Select invitee who needs to sign this document.
3. Click Add button to add signatures to current page.
4. Drag the signature to right place.
5. If there are two or more documents, click Next Document button to show next document.

Click Next to open the signatories’ workflow popup and prepare the signing procedure

Here, you can:

1. Set a signing due date / time;
2. Define a specific signing order. (Tick the Sequential box and drag green bar to change order.)
3. Review the details of the invitees.
4. Click Send button to send out the invitation.

What’s more, you can:

1. Edit Invitation Email: add personal messages, edit the subject line to send with the invitation emails,or select email template from the list
2. Add Attachments: add document / flyer files as attachments to send with the invitation emails. Adding attachments to email invitation has no extra cost.

Invitation process is complete!

The invitee will get the email and a tracking record will be added into “Activities” tab (besides “Notes” tab) for the same entity.