Adobe Sing - template desing

Forum|Forum|4 years ago
September 14, 2021
1 reply
657 views

I have successfully installed the Adobe app to my Dynamic 365 environment. I have question, how do we add and design the template in Dynamic CRM side (place the signature component and any other). I know how to update template while login to Adobe administrative portal and send document to signature. But I’m bit confuse with how we handle with this Dynamic 365?

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S

SimonESATS

Adobe Employee

check the files section https://helpx.adobe.com/sign/using/microsoft-dynamics-integration-user-guide.html

G

Gayan5FCAAuthor

Participant

Thansk, However this in not expline how we desing the templete on MS word or any plathform.

For exmple, I need to format my agrement in word and need to define singnature placeholder on specific palce on the template. How do we hadle that ?

S

SimonESATS

Adobe Employee

are you asking how to define placeholder tags in a Word document? If so you can use text tags for this, see https://helpx.adobe.com/uk/sign/using/text-tag.html (there's a pdf version of this article at the bottom on that link)

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