Workflow processes using DaDaDocs actions

DaDaDocs integrates with Dynamics 365 Workflow processes to help users automate their interactions around document management and contract signing.

With DaDaDocs users can automatically send documents for signature when the record is created, and use the data from the documents to create or update records.

Four actions synthesized from DaDaDocs fuctionality are available for Workflows:

• CreateRecord.LinkToFill
• CreateRecord.SendToSign
• UpdateRecord.LinkToFill
• UpdateRecord.SendToSign

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Use Data Collection templates

DaDaDocs action in workflow processes work only with Data Collection Templates.