This section describes the following aspects of managing users:

Adding Users

Prerequisite

  • The user must be present in the Active Directory.

Action

To add a user to eSignLive for Microsoft Dynamics CRM:

  1. Click the eSignLive for Microsoft Dynamics CRM drop-down menu, and select Settings.
  2. Click Users.
  3. Click New to add a new user.
  4. Add a new user by selecting them from Active Directory.
  5. Click Save & Close.

Changing User Permissions

To change a user's permissions:

  1. Click the eSignLive for Microsoft Dynamics CRM drop-down menu, and select Settings > Security > Users.
  2. On the list of Enabled Users, click the user whose permissions you want to modify.
  3. Click the ellipse (), then click Manage Roles.
  4. Check the box next to each Role that applies to the user.
  5. Click OK to apply these permissions for the user.
  6. Click Save & Close.

This section describes the following aspects of managing users:

Adding Users

Prerequisite

  • The user must be present in the Active Directory.

Action

To add a user to eSignLive for Microsoft Dynamics CRM:

  1. Click the eSignLive for Microsoft Dynamics CRM drop-down menu, and select Settings.
  2. Click Users.
  3. Click New to add a new user.
  4. Add a new user by selecting them from Active Directory.
  5. Click Save & Close.

Changing User Permissions

To change a user's permissions:

  1. Click the eSignLive for Microsoft Dynamics CRM drop-down menu, and select Settings > Security > Users.
  2. On the list of Enabled Users, click the user whose permissions you want to modify.
  3. Click the ellipse (), then click Manage Roles.
  4. Check the box next to each Role that applies to the user.
  5. Click OK to approve these permissions for the user.
  6. Click Save & Close.

After you have installed the solution, you should configure it by performing the following procedures:

Configuring Microsoft Azure

Prerequisites

  • You must have Administrator privileges for Microsoft Azure.

Action

To configure Microsoft Azure for eSignLive for Microsoft Dynamics CRM to authenticate OneSpan Sign for Callback notifications:

  1. Log into https://portal.azure.com as a user with Administrator privileges.
  2. From the menu, select Azure Active Directory.
  3. From the active menu, select App registrations.
  4. In the App registrations pane, click the name of the relevant application (e.g., OneSpan Sign).
  5. If you have not previously configured the connector:
    1. In the App registrations pane, click New application registration. The Create window appears.
    2. Complete the Name field.
    3. From the Application type drop-down menu, select Native.
    4. Specify the following Redirect URI:
    5. https://<DOMAIN_NAME>/connectors/api/v2/authorization/oauth2/dynamicscrm/<ORGANIZATION_NAME>

      In the above URI:

    • Replace the variable <Domain_Name> with the string in the following table that corresponds to your environment.
     SandboxProduction
    US Customerssandbox.esignlive.comapps.esignlive.com
    Candadian Customerssandbox.e-signlive.caapps.e-signlive.ca
    Australian Customers apps.esignlive.com.au
    European Customers apps.esignlive.eu
    • Replace the variable <ORGANIZATION_NAME>. To find the right replacement, log in to eSignLive for Microsoft Dynamics CRM by clicking the Avatar icon in the top menu. Your organization name begins with "org" (although those characters and others have been erased from the following image).

  6. Click Create.
  • If you have previously configured the connector:
    1. Click the OneSpan Sign application (the name previously configured in the Active Directory). The Application ID is your client ID.
    2. Specify a Redirect URI, using the information in Step 5d above.
  • Click Save. A Successfully updated application message appears.
  • In the Settings pane, click Required Permissions.
  • Ensure that the following permissions are selected in the Required Permissions pane:
    • Dynamics CRM Online (Microsoft.CRM)
    • Windows Azure Active Directory (Microsoft.Azure.ActiveDirectory)
  • If these permissions are not displayed:
    1. Click Add from the Required permissions menu.
    2. From the Required permissions pane:
      1. Select the API for which you wish to grant a permission. The API appears in the Enable Access pane.
      2. Select the option box associated with the permission, and click Save.
  • Click Grant Permissions, and then click Yes in the dialog box that appears.
  • Specifying Account Information

    Your organization should have only one OneSpan Sign account.

    To inform eSignLive for Microsoft Dynamics CRM about your OneSpan Signaccount:

    1. Log into eSignLive for Microsoft Dynamics CRM. You must log in as a user who: (a) has Administrator privileges in Microsoft Dynamics CRM; (b) owns the email address of the OneSpan Sign account. Both these conditions must be met.
    2. Navigate to eSignLive for Microsoft Dynamics CRM > OneSpan Sign > Account Settings.
    3. An Active OneSpan Sign Accounts list appears. Initially this list should be empty.

    4. From the ribbon, click New to create a new OneSpan Sign account. A new page appears.
    5. Specify the following General parameters:
      • Name: Name of the active OneSpan Sign account
      • Maximum Number Of Documents: Maximum number of documents that can be included in a package (default = 10).
      • Maximum Document Size: Maximum size (in MB) of a document that can be included in a package (default = 10.0). Note: In the Settings section of the eSignLive for Microsoft Dynamics CRM application, you can set an upper limit to an attachment's file size. That upper limit should be larger than this Maximum Document Size.
      • Accepted File Types: A comma-separated list of the types of file that can be added to a package. The default value is doc; docx; pdf; odt; rtf.
      • EntitiesWithNotes: Name of the Web resource that contains: (1) the list of entities for the Document Manager; (2) the drop-down menu in the Related Entity section of the Package form.
      • Package Name Date Stamp Format: Format of the date stamp appended to the package name. The supported formats can be viewed here. The default value is: yyyy-MMM-dd-H-mm-ss
    6. Specify the following OneSpan Sign Configuration parameters:
      • Email: Email address of the account owner
      • API Key: Your OneSpan Sign API key. You can obtain it from our Support Team.
      • As mentioned above, you must have a Sandbox account. Accordingly, specify the parameters API URL, Designer URL and Signer URL as follows:
      • API URLhttps://sandbox.eSignLive.com/api
        Designer URLhttps://sandbox.eSignLive.com/auth?senderAuthenticationToken={0}&target=https://sandbox.eSignLive.com/designer/{1}?profile=dynamics2.1
        Signer URLhttps://sandbox.esignlive.com/auth?signerAuthenticationToken={0}&target=https://sandbox.esignlive.com/packages/{1}/sign?iframe=true
      • Callback URL: If you have an on-premises deployment, this parameter is the URL of the Push Notification Service, which receives callbacks from OneSpan Sign (for more, see the last step of the procedure Installing the Push Notification Service). If you have an online deployment, enter the following value for this parameter: https://server/PostEvent.svc/PostESLEvent
      • Client ID: The identification number of the client from Configuring Microsoft Azure. This parameter is relevant only for online installations.
    7. Indicate if you want to use SharePoint Integration. If you select 'Yes', specify the following parameters:
    8. This section only applies if you are using a on-premises version of Microsoft Dynamics CRM.
      1. SharePoint Server Location: select On-Premises if the SharePoint server is available locally; (2) select Online if the SharePoint server is on the Cloud.
      2. SharePointUser Name: The username employed to access SharePoint. Ensure that the user has access to the SharePoint site/library specified in the parameters SharePoint Documents URL and SharePoint Completed Documents URL below.
      3. SharePoint Password: The password for the SharePoint Username.
      4. SharePoint Host URL: This parameter is reserved for the future use of SharePoint Online.
      5. SharePoint Documents URL: URL of the SharePoint site or library from which documents will be uploaded to eSignLive for Microsoft Dynamics CRM documents from any library in that site. If this URL points to a specific SharePoint library, the system will upload documents only from that library.
      6. SharePoint Completed Documents URL: THIS FEATURE IS NOT SUPPORTED IN ESIGNLIVE FOR MICROSOFT DYNAMICS V2.
      7. SharePoint Fetch Count: The maximum number of documents fetched while querying a SharePoint site.
    9. Click Save or Save and Close.
    10. From the ribbon, click Verify Settings to confirm that: (a) the API Key and API URL are correct; (b) communications with the OneSpan Sign server can be established.
    11. From the ribbon, click Set Callback URL to register the URL with OneSpan Sign.

    Specifying a Language

    To specify a language for OneSpan Sign transactions:

    1. Log into eSignLive for Microsoft Dynamics CRM as a user with Administrator privileges.
    2. Navigate to eSignLive for Microsoft Dynamics CRM > OneSpan Sign > Language. An OneSpan Sign Languages list appears. Initially this list should be empty.
    3. Click New to create a new language for OneSpan Sign.
    4. Enter the required information (e.g., Name = English, Value = en). You can view all supported languages and their associated values here. You must enter one of those values, though you can specify the name as you wish.
    5. Click Save.

    Specifying User Permissions

    To test your installation, at least one user must have the right to create packages or the right to create templates. System Adminstrators always have those rights.

    To specify a user's permissions:

    1. Log into eSignLive for Microsoft Dynamics CRM as a user with Administrator privileges.
    2. Navigate to eSignLive for Microsoft Dynamics CRM > Settings > Security > Users.
    3. From the Enabled Users list, double-click the name of the relevant user.
    4. Click Manage Roles.
    5. Check all and only the boxes next the Roles you want to give the user. 
    6. Click OK.