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Robert31265853ehlf
Participant
July 24, 2023
Question

Using Adobe Sign for Dynamics 365 and defining fields for the signer to fill in other than signature

  • July 24, 2023
  • 1 reply
  • 381 views

When we use the Adobe Sign Templates with the Adobe Sign plugin for Dynamics 365 we can get the defined fields to be included in the required fields for all the participants.  However, we want to be able to do the same thing with our own PDF documents sotred locally.  We need to use the Data Mapping, as well as require the participants to fill in the rest of the fields before signing.  We have tried to download the PDF from the Adobe Sign Template, but that ignores the fields when sent out for signing.

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1 reply

Meenakshi Negi
Community Manager
Meenakshi NegiCommunity Manager
Community Manager
July 31, 2023

Hi Robert31265853ehlf,

 

Thank you for reaching out.

 

It seems that you are using the Adobe Sign Enterprise plan. If you have a question related to Adobe Sign for Dynamics, the experts can best answer it. I suggest you, please get in touch with our Adobe Sign Enterprise support team to get the correct information about this. You may contact them using the steps in the following help document: https://helpx.adobe.com/sign/using/adobesign-support-resources.html.

You may also refer to the following help document for more information Adobe Acrobat Sign for Microsoft Dynamics 365: https://helpx.adobe.com/sign/integrations/microsoft-dynamics-install.html. 

 

Thanks,

Meenakshi

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