AssureSign CRM Solution Version For CRM 2015, 2016 and Dynamics 365

Last updated 2017-05-10 18:58:27 UTC

Version of our AssureSign solution for Dynamics 365, and CRM 2015 and 2016 is now available for download here.

Changes included in this release include:

- We are adding the ability to update related entity fields with data from documents. Up to now, it has only been possible to update fields on entities the document was directly linked to. This feature will allow you to update fields on entities related to those first tier lookup fields.
- A JotBlock parameter tag formatter is being added that will allow our built in AssureSign Document form to present certain fields via dropdown selection lists.
- A new JotBlock parameter tag formatter "hide" will allow you to mark non-required parameters to be hidden from users of the AssureSign Document form.
- You will now be able to set manual expiration days on the AssureSign Document form and on documents submitted through workflow processes. You have always been able to override your account setting expiration days on AssureSign Configuration records. Now, you will be able to set expiration days on a per-document basis.


A preview of these features is shown in the following video: