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Effortlessly integrate eSign with Microsoft Dynamics to simplify the preparation, signing, and management of documents, all directly from your Dynamics dashboard.
Boost your business efficiency with eSign’s seamless integration into Microsoft Dynamics. This advanced e-signature solution streamlines your workflow, providing a secure, efficient, and user-friendly experience.
By integrating eSign with Microsoft Dynamics, you can enhance document management, improve collaboration, and ensure compliance with industry standards. Step into the future of digital transactions and revolutionise your business processes with eSign today.
Effortlessly send documents for eSignature directly from Dynamics 365.
With eSign for Microsoft Dynamics 365, signing and receiving signatures on documents is made simple. The ‘Get Signatures’ feature streamlines the process, allowing you to send or sign documents stored in Dynamics 365 with pre-populated recipient information.
Key features include:
Automatically and securely store signed documents directly into designated folders within Dynamics.
Use the ‘Pending Envelopes’ action to track the status of documents sent from Dynamics 365 for signature. Each document features a detailed audit trail, enabling you to monitor every step of the process.
eSign also includes a reminder feature, allowing users to send reminders to document recipients directly from the dashboard. This built-in reminder system helps prevent delays, enabling you to send reminders with just one click and boosting your workflow efficiency.
Collect signatures and seamlessly route documents for efficient processing.
eSign for Dynamics 365 is designed with flexibility and scalability in mind, making it easy to configure and customise to fit your unique business processes. This integration helps streamline document management, enhance productivity, and ensure seamless compliance.
The eSign Developer Hub provides a wealth of advanced resources, such as API guides, SDKs, code samples, and an integrated testing playground, offering you full control over your integration. Experience the convenience and efficiency of eSign for Dynamics 365 and transform the way you manage digital transactions.
Our digital solutions are built to optimise your business workflow, enhance communication, and boost collaboration. By integrating eSign with Dynamics 365, you can streamline your processes and improve communication across your chosen workspaces.
Traditional paper-based processes no longer suffice in today’s fast-paced business landscape. Modernise your operations with our digital platform and e-signature solution to stay ahead of the competition.
Improve your existing processes and provide responsive customer service to leave a lasting impression on your business. By integrating eSign with Dynamics 365, your digital solutions can effortlessly communicate and collaborate, maximising efficiency.
To install the eSign app in Dynamics 365, follow these steps:
Once authorised, you’ll be able to select and send documents for signature directly from your Dynamics 365 dashboard.
Yes, electronic signatures are legally binding and widely recognized in many countries. For instance:
To find out more please visit the E-Signature Legality Guide.
Advanced and Qualified electronic signatures provide enhanced security compared to traditional signatures by incorporating multiple layers of authentication and protection. eSign’s signatures feature audit trails, certificates of completion, and tamper-evident seals to ensure the integrity of your documents.
Digital signatures, utilising public key cryptography, further boost security by validating the authenticity and integrity of a document or message, making them significantly more secure than traditional handwritten signatures.
To find out more about our security protocols, please visit the E-Sign Security Guide.
When sending a document for signature, you can use the ‘Check Pending Envelopes’ feature to monitor the status of your Dynamics 365 documents. By selecting the document, you can access a full audit trail that tracks the document’s progress through the signing process.
eSign also enables you to send reminders directly from the dashboard. If a recipient has not signed or reviewed the document, you can quickly send a reminder to keep the process moving. This built-in reminder system helps prevent delays and ensures that critical agreements are completed on schedule.
Create, eSign, send, and track documents all from within our unified system to streamline your workflows.
Complete documents faster with secure and legally binding electronic signatures that can be applied from any device.
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