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How your Dynamics users are connected to a specific AssureSign user

Last updated 2017-05-10 13:47:10 UTC

When configuring the AssureSign solution through the "AssureSign Configuration" entity in settings, you have options regarding how documents are submitted from your users.

First, each user that should be able to submit documents should be assigned the role: AssureSign Document Sender.

Then, the AssureSign Configuration allows for:

  • assigning a default configuration to everyone
  • assigning a specific configuration to a single user

To assign a specific configuration to a single user, pick the user record in the configuration setting "Assign this Configuration to User."

To set a specific configuration to all users who do not have a configuration assigned to just them, set "Use as Default Settings for All" on the configuration that should be the default.

Whether or not a configuration is the default or is assigned to a specific user, you may elect to either set a fixed "AssureSign User ID" or have the system detect the user's user ID.  The setting "Authentication Type" may be set to:

  • Use fixed AssureSign user ID - you will be required to enter the "AssureSign User ID"
  • Use user's Office 365 ID - the solution will detect the user's Office 365 ID
  • Use user's primary email address - the solution will use the user's "internal email address" value

So, some use cases are:

  • Your users are in the same AssureSign account, you are using Dynamics 365 online, and the users' AssureSign user IDs are the email addresses of their Office 365 login:
    • set "Use as Default Settings for All" to yes
    • set Authentication Type to "Use user's Office 365 ID"
    • set the Context ID to the AssureSign account's "DocumentNOW® Account Context Identifier" value (found in AssureSign's account settings)
  • Your users are in the same AssureSign account, you are using Dynamics CRM 2016 on-premises, and the users' AssureSign user IDs are the email addresses of their user records
    • set "Use as Default Settings for All" to yes
    • set Authentication Type to "Use user's primary email address"
    • set the Context ID to the AssureSign account's "DocumentNOW® Account Context Identifier" value (found in AssureSign's account settings)
  • You have users who need special configurations, such as a user who develops integrations who must integrate with an AssureSign sandbox account at sb.assuresign.net, or someone who has access to a different AssureSign account
    • set "Use as Default Settings for All" to no
    • pick the Authentication Type that works
    • pick the user in "Assign this Configuration to User."
    • set the Context ID to the AssureSign account's "DocumentNOW® Account Context Identifier" value for the account the user is in
  • You want all your documents to be submitted from a single AssureSign account, where the document owner is a single integration user
    • set "Use as Default Settings for All" to yes
    • set Authentication Type to "Use fixed AssureSign user ID"
    • enter a specific "AssureSign User ID"
    • set the Context ID to the AssureSign account's "DocumentNOW® Account Context Identifier" value (found in AssureSign's account settings)
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