Last modified: 2024-06-14

Modifying the Site Map Menu

By modifying the Site Map menu of OneSpan Sign Embedded Integration for CRM, you can add Entities and OneSpan Sign records to the OneSpan Sign area.

To modify the Site Map menu, do one of the following:

  • Install the package.

    By installing this package, your existing Site Map will be overridden.

  • For more customization options, you can use the SiteMap Editor tool, which is a plugin that is part of the XrmToolBox. It can be downloaded at After downloading, do the following:
    1. Open the SiteMap Editor tool.
    2. From the menu, click Manage connections to connect to your organization.
    3. After connecting, from the menu click Load SiteMap, and then click Save SiteMap. This saves your current Site Map to an XML file, which can serve as a backup.
    4. Open the XML file in a text editor. Insert the code from XML Content to where you want the section to appear in the Site Map.
    5. Click Save.
    6. Click Open SiteMap to reload the file. Any text or description can also be updated.
    7. Click Update SiteMap to publish the Site Map on Dynamics 365.
    8. Refresh your browser to see the changes. A hard refresh (CTRL-F5) may be required.

XML Content

<SubArea Entity="esl_package" Id="esl_package" Description="eSignLive package/transaction" Title="Packages" AvailableOffline="false" PassParams="false">
        <Privilege Entity="esl_package" Privilege="Read" />
    <Group Id="eSignLive.com_Settings" Description=" eSignLive Settings" Title="eSignLive Settings" IsProfile="false">
      <SubArea Entity="esl_template" Id="esl_template" Description="eSignLive templates" Title="Templates" AvailableOffline="false" PassParams="false">
        <Privilege Entity="esl_template" Privilege="Read" />
      <SubArea Entity="esl_account" Id="eSignLive_Account" Description="eSignLive Account settings" Title="Account Settings" AvailableOffline="false" PassParams="false">
        <Privilege Entity="esl_account" Privilege="Create,Delete,Write" />
      <SubArea Entity="esl_language" Id="esl_language" Description="eSignLive Language settings" Title="Language" AvailableOffline="false" PassParams="false">
        <Privilege Entity="esl_language" Privilege="Read" />
    <Group Id="Extensions" ResourceId="Group_Extensions">
      <SubArea Entity="esl_convention" Id="esl_convention" Description="eSignLive conventions - auto prepare text tags" Title="Conventions" AvailableOffline="false" PassParams="false">
        <Privilege Entity="esl_convention" Privilege="Read" />
      <SubArea Entity="esl_esignlivenotification" Id="esl_esignlivenotification" Description="eSignlive Notifications" Title="Notifications" AvailableOffline="false" PassParams="false">
        <Privilege Entity="esl_esignlivenotification" Privilege="Read" />
      <SubArea Entity="esl_plugincommand" Id="esl_command" Description="eSignLive Commands/Actions" Title="Commands" AvailableOffline="false" PassParams="false">
        <Privilege Entity="esl_plugincommand" Privilege="Read" />
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