Multiple Email Selection of a Contact While Sending an eSign Doc
While sending an eSign document to the signer, if a contact has multiple email addresses (e.g., personal or commercial), you can now choose any specific
eSign Basics and Navigation
All information about eSign Basics and Navigation
Share and manage esignature templates with agents
 Now, you can effortlessly share eSignature templates with fellow agents. This feature allows you to grant read access or read and write access to the
eSignature
Now, insurance agents can sign and send any essential document to their clients and receive the signed document back from the client via email. This
Name, email, company, and title as fields for eSign
 Description- Name, email, company, and title are now available as new eSign fields in the eSignature module. It will also auto-fill the recipient’s name
Share multiple documents for eSignature
Now you can send multiple files together for eSignature with this enhancement. You can upload multiple files while creating the document for eSignature. The files
ESign Draft
Now you can save your Esign drafts and start working from where you left off next time you log back in. Â To view the
Search contact in eSignature
While sending documents to the signers, you need to add the signers’ names, email IDs, and phone number. Now while adding signers, you will find
Textbox and Checkbox in eSignature
Now you can insert a textbox and checkbox in a PDF document before sending to recipients for eSignature. Textbox can be helpful in adding any
