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How to add crm fields to template

New Here ,
Apr 05, 2021 Apr 05, 2021

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I am trying to create a template to include Dynamics 365 (online) data but cant see how to do it

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Manage documents , Send documents

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Adobe Employee ,
Apr 07, 2021 Apr 07, 2021

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Hi Paul,

 

Thank you for reaching out.

 

I see that you are using the Adobe Sign enterprise trial account. Would like to inform you that the trial account will provide you all the features available in the Enterprise plan, except the integration.

 

To test the Integration, you will need to register for the Developer account for Adobe Sign. You may register for the account via the following page: https://acrobat.adobe.com/us/en/sign/developer-form.html

Also, please use a different email address to sign up from the current email that you are using for a trial account.

Once the account created, please reach out to the presales team via the number provided on the same page: https://acrobat.adobe.com/us/en/sign/developer-form.html to get the integration settings enabled on your account and for further assistance.

 

Hope the information helps.

 

Thanks,

Meenakshi

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