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Adobe Sing - template desing

New Here ,
Sep 14, 2021 Sep 14, 2021

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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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Adobe Sign forms , How to sign

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Adobe Employee ,
Sep 14, 2021 Sep 14, 2021

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New Here ,
Sep 14, 2021 Sep 14, 2021

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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 ? 

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Adobe Employee ,
Sep 15, 2021 Sep 15, 2021

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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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New Here ,
Sep 15, 2021 Sep 15, 2021

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Let me exaplaine what I' m going to do here, I have dynamic 365 integrate wihh Adobe sing. In Dynamic 365 account entity has new word temaple which is a report pull some data fronm account record plus static content.

That word templete we have specific place to place the singaure as well. 

 

Our abjective, when open account record. First we need to puopluate word template with related field and send Adobe sing for signature.

 

 

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