Getting Started

This documentation is for the legacy Nintex eSign solution using SOAP based communications. For new installations, the new solution for Dynamics 365 which uses AssureSign V3 APIs and Simple Setup templates should be used:

 

To get started using the Nintex eSign Solution for CRM:

• Download and Install the Solution to your Dynamics CRM

• Configure the Solution

For a quick test that your configurations are working correctly, try importing a test eSign Document Template to try sending a document from a Contact record:

Click here for the template and steps.

To use the solution, you will need to create eSign Document Templates, and if you would like your documents to be contained in eSign Envelopes, you will need to create eSign Envelope Templates:

• Create eSign Document Templates

• Create eSign Envelope Templates

You may configure your Document Templates to auto populate data from CRM in Parameters

CRM Data Mapping Instructions

• Complex CRM Data Mapping

Automated Tag Builder

Documents or Envelopes may be sent manually

• Submitting a Document

• Submitting an Envelope

You may automate submissions through Process Steps

• Automated Document submission

• Automated Envelope submission

You can also

• Create new Relationships with CRM Entities

• Update CRM Records from Data Entered by Signatories

• Update internet facing CRM deployments through DocumentTRAK

• Push signed documents into SharePoint

• Perform a bulk send operation