Release v2.0

• OneSpan Sign Embedded Integration for CRM v2.0 can be installed on OneSpan Sign Embedded Integration for CRM / 365 (8.1 or 8.2 ) online or on-premises.

• OneSpan Sign Embedded Integration for CRM v2.0 requires OneSpan Sign version 11.0.4 or higher.

• An instance of OneSpan Sign Embedded Integration for CRM can connect only to a single OneSpan Sign account, and vice versa.

What's New

With Release v2.0, users can:

• Customize Dynamics CRM   to display OneSpan Sign Packages within standard or custom entities

• Populate signers' information with Dynamics CRM Leads, Contacts, or Users

• Create and send OneSpan Sign Packages with Dynamics CRM documents

• Auto-prepare OneSpan Sign Packages with text-tag Conventions

• Use field-mapping Conventions to populate document fields with data from Dynamics CRM fields

• Develop Dynamics CRM custom buttons to create and send OneSpan Sign Packages with the click of a button

Known Issues

• ESSP-2889: When the Review After Completion option is enabled, the transaction is not complete even after all signers have signed. To complete the transaction, the transaction owner (OneSpan Sign Sender) must log into the OneSpan Sign portal, and mark the transaction as complete.

• ESSP-1658: English should remain as the language of the Signer Experience  for a package  sender , even if the Package Language is changed to French when the package is created. However, the language that the sender then sees is French.

• ESSP-2308: If the In-Person Signing option is selected, an error message appears when the signer declines or opts out of the Signer Experience.

• ESSP-2361: When preparing a package using a Convention with the QR Code field, an Unexpected Error message appears.

• ESSP-2717: When replacing a Convention, a notification appears with options to Cancel or Continue with the replacement. If a user selects Cancel, the application replaces the Convention instead of disregarding the action.

• ESSP-2723: An incorrect error message appears when auto-preparing a package using a Convention with a Text Anchor text tag if the matching text is not found in the document.

• ESSP-2742: When preparing a template with a Convention, the fields are not auto-populated. Therefore, auto-prepare does not work for the templates option.