Sending agreements from D365 using Adobe Sign
Now that you have installed and Configured Adobe Sign , lets look at how to use it. In D365 CE I am going to navigate to a Contact Record and I am going choose the “Send for Signature” Menu item. On the menu I will get the option to select an “existing” agreement or a “New Agreement”
For this example I am going to select an existing agreement “NDA Agreement” and because I have…
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Sending agreements from D365 using Adobe Sign
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