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.
In Person Signing with Dynamics 365
Userlevel 1
- Docusign Employee
- 1929 replies
-
18 May 2018
- Answer
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 3
- Legacy User
- 3548 replies
-
28 July 2023
Hi,
Can you post how you configure the InPersonSigner.
I got an error, the SigningURL is empty
Thanks.
Lorenzo.
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