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March 25, 2020
Question

Dynamics Word Templates and Adobe Sign agreements

  • March 25, 2020
  • 0 replies
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I have built a bunch of Word Templates in Dynamics CRM (365) and have been using to pull the fields dynamically such as account name, first name, last name into a word template - think standard NDA.  I would then send that as an attachment to the customer to sign and then they would scan-send it back to me.  I am looking to automate this process with AdobeSign.  I want to trigger my word templates from let's say the account entity on my StandardNDA word template as it pulls and automatically formats the document for the proper character length and then apply the AdobeSign component in a one-click concept where I don't have to save the word doc, upload into the agreement, drag the sign concept on it and then send it.  Any help would be appreciated.

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