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E-sign your first document from Dynamics 365 Sales
- In Dynamics 365 Sales, 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.