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BackToTheCrm edited this page Nov 6, 2015 · 4 revisions

#Welcome to the XrmSignature wiki! This wiki will show you how to install and configure XrmSignature.

#Installation Currently XrmSignature is only available for CRM 2015 and Online, a future release will come for CRM 2011 and 2013.

Install the latest version for your CRM version from the Releases page.

#Configuration

  1. First, from the Customization Area enable the Notes option on the entity you will add the XrmSignature component. Be careful, once enabled the Notes option cannot be disabled.
  2. Edit the form where you want to add the signature, add a new Web Resource: ![WebResource configuration](https://raw.githubusercontent.com/wiki/BackToTheCrm/XrmSignature/WebResource configuration.png)
      1. Select the WebResource named bttc_/Signature.html
      1. Choose a Name, you can set what you want
      1. Same for the Label, type what you want
      1. In the Custom Parameter text area set at least the filename parameter. For example: {"filename": "Signature.png"}
      1. Check the Pass record object-type code and unique identifier as parameters checkbox.

Check the Configuration page for more info.

#Use WebResource configuration

  • Signature Area: Apply signature by clicking and draging your mouse around the area like in Paint. If you are on a touch screen, it works too !
  • Clear: Empty the Signature area. Warning: if no signature is applied then the note record will be deleted.
  • Save: Save the signature in a note record attached on the current record.
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