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Using a Dynamics 365 template in Adobe Sign in Dynamics

New Here ,
Feb 28, 2023 Feb 28, 2023

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Hello,

 

Adobe Sign is integrated in dynamics 365, a document template has been built in dynamics 365 and works perfectly fine pulling data from different parts of the system.  I can't figure out how to use this template in the Adobe Sign integration and add this in the agreement template.  The only workaround I can think of is saving the merged document on a desktop and then adding it back in again when ready to send for signature but that seems to be a long way round.  I'd welcome any suggestions?

 

Thank you!

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