To get started using the AssureSign Solution for CRM ...
To use the solution, you will need to create AssureSign Document Templates, and if you would like your documents to be contained in AssureSign Envelopes, you will need to create AssureSign Envelope Templates:
You may configure your Document Templates to auto populate data from CRM in Parameters
Documents or Envelopes may be sent manually
You may automate submissions through Process Steps
You can also