A new enhancement has been introduced in the eSignature module. Now, once an eSign document is completed, a task will be created.
Use Case: Suppose an agent sends a document for eSignature and If the task setting is enabled, After that when the client completes the signing process and when the eSign document is completed, then immediately a task will be created (e.g., follow-up call, policy update, or document review).
To View the Enhancement:
- Navigate to the esignature
- Click on the three dots
- Select Task settings
The Task Setting window will open (as shown below).
- Fill all the required field as mentioned below
- Click on Save
A pop-up message “eSignature settings updated successfully” will appear.
Sending a Document for eSign:
Click on Sign Document
You will be redirected to esignature> Add Document page
- Add a pdf file by clicking on the + Icon
- Click on Next
After the file uploads, you will be redirected to the details page.
- Fill in the required details as highlighted below
- Click on next
You will be redirected to esignature>Add Field
- Select the signature fields
- Click on Next
You will be redirected to the esignature>Send page
Click on Send
You will be redirected to esignature page:
In the eSignature List, you can see the task title, document name, and other details.
To view the Added Tasklist:
- Navigate to the Tasklist
- View your added task based on the assigned priority (High, Medium, Low, Normal).
