Electronic Signature Integration
SIGNfrom Dynamics 365 is a plug-in within the Dynamics 365 platform, which facilitates the use of the electronic signature in the processes carried out by this management tool (Customer Offer Management, Customer/Supplier Contracts, confidentiality, etc.). It also guarantees legal validity thanks to the services of a trusted third party that offers different ways of electronic signature: biometric, through the mobile phone with a key by SMS and with a qualified certificate installed in the cloud.
Main Characteristics:
- Seamless Integration: Fully integrated with Microsoft Dynamics (CRM, Field Services, etc.) for effortless workflow management.
- Automated Document Generation: Leverages Dynamics templates (Word, PDF, etc.) to produce original electronic documents, reducing physical handling costs.
- Data-Driven Automation: Automatically retrieves signer information and document details directly from the Dynamics database—no manual input required.
- Legally Valid eSignatures: Supports all signature contexts, including biometric, remote (OTP via SMS), and certificate-based signing.
- Automatic Storage: Signed documents are instantly archived within Dynamics’ document structure, SharePoint Online, or Azure.
- Secure Backup: Generates secure copies of all signed documents using an integrated document and status downloader.
