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In Person Signing with Dynamics 365


Userlevel 2

We are using Docusign with dynamics 365 and want to make a seamless in person signing experience from a Quote.  There is no documentation out there on this and the GetSigningView function available in Dynamics 365 Workflows.  I can get the SigningView, but it is not opening the URL for the signing experience.  All of the documentation is for sending envelopes out for signature, not for use with in person signatures.  Any help would be appreciated.

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Best answer by Community Expert 18 May 2018, 17:16

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Userlevel 1

Figured it out myself :)  The SigningURL that is returned from the GetSigningView Workflow Step is what you send back to the EnvelopeURL parameter on the Action.

Userlevel 1

Hi,

Can you post how you configure the InPersonSigner.

I got an error, the SigningURL is empty

Thanks.

Lorenzo.

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