Please note: The following blogpost is seperated into two parts:
The first part shows how to merge a document and send it to AssureSign.
The second part shows how you or your customers can sign a document right within AssureSign.
Part I: How to merge a document and send it to AssureSign:
Step 1:
Open an entity in CRM, for example “Account” and press “Create Document”.
Step 2:
Select the corresponding template (for 1 Signer ASSignature1, for 2 Signers
ASSignature2 etc.) and click “Next”: 
Step 3:
In case you would like to change the email-recipient(s) you can do so in the window that appears now. If not, proceed with a click on “Next”:
Step 4:
The document has been merged now. In case you want to check it before you send it to AssureSign, you can do this here with a click on “Preview”. Click on “Finish” to send the document to AssureSign. 
Part II: How to sign a document right within AssureSign.
Whenever a document has to be signed, AssureSign sends you an email with a link. To sign a certain document, open the link and follow the steps below:
Step A:
Login to your AssureSign Account, continue and agree to the terms and conditions: 
Step B:
Fill out every field at the right side. 
Step C:
At the left side, sign with an input device. Click “continue” in order to finish the signing process. 
Step D:
You will receive a conformation eMail.
In case there is more than one signer, the second signer gets an eMail with a link that asks him to sign the document as soon as the first signer has signed the document.
Basically, the same steps are to be done, apart from that the document has already been signed once: 
Simply repeat Step B & C. Of course you will also receive a conformation email (as described in Step D). A possible result could look like this screenshot: 
Now, that’s it! You are ready to sign documents electronically – congratulations!
We appreciate your feedback about the step-by-step description and your CRM 2016 user experience. Please share your thoughts by sending an email to office@mscrm-addons.com
