AssureSign Solutions
Plug-ins, desktop tools and mobile applications
AssureSign for Dynamics 365
- Getting Started with the AssureSign solution for Dynamics 365
- Installing and Configuring the AssureSign Solution for Dynamics 365
- Creating Template Mappings
- Create and Submit an Envelope in the AssureSign Solution
- Configuring Webhooks for the AssureSign Solution for Dynamics 365
- How to register an application for the Dynamics 365 web hook
AssureSign for Salesforce Lightning
- Initial Install and Configuration of AssureSign for Salesforce Lightning
- Configuring Data Mapping In AssureSign for Salesforce Lightning
- Configuring DocumentTRAK for AssureSign for Salesforce Lightning
- Using AssureSign for Salesforce Lightning
- Adding the AssureSign for Salesforce Lightning Interface to Custom Objects
- Adding Additional Configurations for AssureSign for Salesforce Lightning
Microsoft Dynamics CRM [legacy solution]
- Getting Started with AssureSign for CRM
- Download the AssureSign solution for Dynamics CRM
- Configuring the CRM solution
- Configuring CRM Security
- Configuring Relationships with Other CRM Entities
- CRM Data Mapping Instructions
AssureSign for Salesforce [legacy solution]
- Installing AssureSign for Salesforce
- Adding AssureSign to the Appropriate Page Layout(s)
- Configuring AssureSign/Salesforce Object Field Mapping
- Configuring DocumentTRAK Status Updates for Salesforce (legacy)
- Configuring Salesforce Security Settings
- Setting AssureSign Configuration Settings
Send To AssureSign
- Download Send To AssureSign
- Installation Options
- Configuring Send to AssureSign
- Adding Documents
- Applying Templates
- AssureSign Tags