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Data Collection

Documentation

  • Install DaDaDocs
    • Update to the latest version
    • Activate Administrator Account in DaDaDocs
    • Authenticate user licenses with PDFfiller accounts
    • Connect DaDaDocs with SharePoint
    • Delete DaDaDocs app
  • DaDaDocs Editor
    • Mini Toolbar
    • Text
    • Hyperlink Tool
    • Checkmarks
    • Sign Documents
    • Add the Date
    • Add an Image
    • Erase
    • Highlight
    • Blackout
    • Text Box
    • Arrows
    • Lines
    • Draw
    • Sticky Notes
    • Comments
    • Spellchecker
    • Search the Text in PDFs
    • Settings
    • Fillable Fields
    • Add Watermark
    • View Changes and Versions
    • Rearrange Pages
    • Saving Documents
  • Templates
    • Create Templates
  • Share Templates
    • Share a template
    • Remove access to a shared template
  • Generate Document from a Template
  • Data Collection
    • Create Data Collection Template
    • Edit Template
    • Send a Data Collection Template out to Be E-Signed via SendToSign
    • Generate a link to your Data Collection Template via LinkToFill
    • Lookup objects in Data Collection
  • SendToSign: Request Signatures
  • LinkToFill: Host Fillable Forms
  • Send by Email
  • DaDaDocs Integration with SharePoint
  • Workflow processes using DaDaDocs actions
    • CreateRecord.LinkToFill
    • CreateRecord.SendToSign
    • UpdateRecord.LinkToFill
    • UpdateRecord.SendToSign
    • Best practices
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Data Collection

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Collect data with online fillable forms without leaving Dynamics 365 by creating forms from Data Collection Templates with DaDaDocs. Your clients, colleagues and leads don't need to have a Dynamics 365 account to fill out forms. Dynamics records are automatically updated whenever any data is submitted.

Updated less than a minute ago