E-sign your first document from Dynamics 365

Tim Mcknight

In Dynamics 365, open an Opportunity.
On the right of the screen, in the Scrive Documents pane, open the menu and click New Scrive Document.
Under Parties, click each signing party to open the workflow settings, set any desired options, and click Save.
Under Documents to sign, click Add File to select an existing document or generate one from a template.
Click the Start signing button to invite your signing parties to sign the document.
Monitor the status of the signing process under Signing information.

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