eSign Basics and Navigation Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

eSign Upload Restrictions: Total File Size Limit of 10MB and a Maximum of 10 Files at a Time

Avinash Barik — Sat, 01 Mar 2025 11:02:41 +0000

Release Date: March 1, 2025

Going forward, the E-Sign module now has a file upload restriction to ensure a smooth and efficient process. If you try to upload a particular file larger than 10MB or multiple files exceeding 10 files in total, a pop-up message will appear, preventing the upload.

Use Case: With the new file upload restriction in the E-sign module, users can avoid delays or failed uploads by ensuring that individual files do not exceed 10MB and no more than 10 files are uploaded at once.

To View the Enhancement:

1. Pop-up restriction, if a File size Exceeds the ‘10MB’ Limit:

Navigate to the Esign Module.
Select a Document.

2. Pop-up restriction when attempting to upload a maximum of 10 files at a time:

If the total number of files exceeds the count of 10 during upload, an error message will appear, as shown in the image above.

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eSign – eSign New UI Changes

Avinash Barik — Mon, 02 Dec 2024 10:03:22 +0000

Experience a refreshed eSign interface with our latest update. The new design simplifies navigation and makes signing documents faster and easier for both agents and clients.

To View the Enhancement:

Key Changes in the UI:

Document Selection:

(Old UI) : While selecting a Document

(New UI) : Selecting a Document

2. Add Signers:

(OLD UI): Add Signers

(New UI): Add Signers

3.Place Fields :

(OLD UI) : Place Fields

(New UI): Place Fields

4. Send Options:

(Old UI): Send via Email

(New UI) : Send via Email

(Old UI) Send via SMS

(New UI) Send Via SMS:

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Payment Option filter in eSignature list

Avinash Barik — Sun, 01 Dec 2024 16:17:22 +0000

With our latest enhancement, we’ve introduced a new payment option filter within the E-signature List. This feature allows you to filter payment options based on completed payments, making it easier to manage and track transactions.

Use Case: Quickly filter and track completed or in-progress payments on the E-Signature List for easier management.

To View the Enhancement:

Navigate to the Esignature Module.
Within the E-sign list, select the filter Option.

A short panel will appear, allowing you to filter completed payments by selecting either ‘Yes’ or ‘No’.
Then, click Apply.

Applying the payment filter updates the eSignature list to display only completed payments.

Navigate to the timeline to view the payment details for the E-sign doc.

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Option for Logged-in Agent to Sign Document Last After Client Signed It

Avinash Barik — Sat, 14 Sep 2024 12:29:54 +0000

With our latest enhancement, if you select ‘Agent as Last Signer’ when sending a document, the logged-in agent will be the final signer after all other signers have completed. Whether there is one signer or multiple, the logged-in agent will be able to receive an email to sign the document once everyone else has signed.

Use Case: The logged-in agent will now receive an email to sign after all other signers have completed their part, allowing them to review prior signatures before signing.

Note: The agent will receive a confirmation email once the signers have completed their signatures. However, when the logged-in agent signs last, no success email will be sent to the Agent. Instead, the Agent can directly download the completed document from the eSignature module.

To View the Enhancement:

Navigate to the e-Sign Module.
Next, click on the Sign Document.

Then, click on select document.
Upload the documents.

Add the details of Contact, Account or Agent.
Now check mark on the option ‘Agent as Last Signer’ and then click next.

Next, place the fields for the logged in agent and the signer. Note that you will no longer receive a pop-up for adding initials and signatures for the agent as you did previously.
Click Next.

Next, Enter all the required information before sending it to the signer.
Click ‘Send.’

The signer will then receive an email for the doc to sign.

Once the signer has completed the document, the logged-in agent will receive an email notification stating, “Success! Your document has been signed.

Once the signers, whether single or multiple, have signed the documents, the logged in agent will receive an email to sign the document.
Review & Sign the document.

Note: If you have selected ‘Agent as Last Signer‘, once the logged in agent views the document to sign, they will also be able to see the details of the previous signers who have signed the document.

Track the doc status with eSign Timeline View:

Once all necessary signatures have been collected, including those from the logged-in agent and the signer, you can view the statistical data by navigating to the timeline view of the completed eSignature document list, or you can download the completed document from the eSignature module.

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Multiple Email Selection of a Contact While Sending an eSign Doc

Arshad Hussain — Wed, 13 Mar 2024 09:39:07 +0000

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 email address from the drop-down and send the eSign document.

Use Case: Select the best email while sending eSign docs for an easy, quick, and personalized approach, making communication smoother and more effective.

To view the enhancement:

Navigate to the eSignature Module.
Then, click on the ‘Sign Document’ button.

Now, when sending the eSign doc to the signer, you can view multiple email addresses associated with the contact and send the document.

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Share and manage esignature templates with agents

Arshad Hussain — Wed, 18 Oct 2023 11:27:50 +0000

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 agents you choose to share templates with. Additionally, you have the option to revoke access for any previously shared templates.

Navigation:

Navigate to the eSignature module.
Click on the “Templates” section.

3. Locate the ellipsis (3 dots) icon in the actions menu.

Note: After sharing templates with other agents, you can also remove their access to the templates.

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eSignature

Anjali Kapadia — Thu, 06 Jul 2023 11:18:48 +0000

InsuredMine’s eSignature module offers an easy and secure solution for managing digital signatures. This feature allows agents to easily upload PDF documents, add and request signatures, and efficiently track the status of each document. By facilitating eSignatures, the eSignature module reduces the need for physical paperwork, accelerates transaction times, and enhances overall document management. Agents can customize the signing process by adding signers’ information, placing signature fields, and choosing signature styles.

Use Case: Quickly obtain secure digital signatures from clients on insurance documents, reducing paperwork and accelerating transactions.

To View the Enhancement:

UI Enhancement for eSign (Dec 2024):

Click on the eSignature module.

Then, click on the Sign Document button present in the top right corner.

Now, follow these four easy steps to add the eSignature of the agent and get it signed by the recipients/signers.

Now, How to Add a Document?

Click on select PDF files to add the document or you can drag and drop the file.
Now, wait for some time till the document is uploaded.

Note: Only PDF forms of documents are supported.

Add the Signers’ name, email, and phone.Then, click on Next.

Then, click and drag the signature fields for the recipients to sign the document.
The available fields that you can add to the pages are Signature, Initial, Full Name, Email address, Company, Title, text box, payment field, check box, and Sign Date. You will be able to drag and drop the fields into the page. You can add these fields on one page or different pages of the file you have uploaded.
Click on Next.

The signature can be added in three ways:

Type to sign using a font of your choice.
Or, Strike to Sign using your mouse.

To add your Initials, Click on the document icon to add your name.
Type in your name.
Choose the font for your initial.
Then, click on “Save”.

Note: You can use the previously saved stroke signature or can delete it, you can also create a new one again by clicking on the stroke sign or typing in your name in the desired font available.

You can also remove any eSign fields by simply clicking on the field you want to delete.
Next, you can mark any eSign fields as mandatory by clicking on ‘Required’ or ‘Not Required’. When the signer signs the document, it becomes mandatory for them to sign the required fields.

How to add the Signing date for the Agent?

Drag the “Sign Date” field to include the signing date.

A calendar will appear for selecting the signing date.
Choose the desired date from the calendar interface.

Lastly, add the mandatory fields such as subject, and fill in other details.
Choose whether you want to send it via email or SMS.
Next, add your email address.

If you enable SMS verification, the signer will need to provide the OTP sent to their mobile number to open the document for eSignature.
Click on Send.

The date will then be added to the document.

Note: While you will try to add a signature for yourself, (i.e. the logged-in agent) it will ask you to add your signature.

Note: If the agent fields are present, they must be filled. If they are not filled, an error message will be displayed. If the agent fields are not present, no action is needed.

Once you send the document, you will be navigated to the e-sign list. In this list, you will find the details of the documents you have sent, the total recipient/signer details, and the status of the document (if it is in process or completed).
You can also delete the document by clicking on the delete icon below the action.

To view the name and email of the recipients/signers, click on total recipients and the details will open in a pop-up box.

Click on the action button of the esign doc.
Click on the timeline view.

You can view the document history in the eSign Timeline.

How will the Signers/Recipients receive and sign the document?

Once you send the document via email, the signer/recipient will need to open the email and click on Review and Sign.

When signing the document, the signer can add a signature as text or a stroke, but remember while signing, the stroke signature and text signature will be saved for future use.
Then Click on Continue.

Next, Click on “I Agree.”

You will then receive a success message: Thank you! The document signing is complete.

Note: You can add multiple recipients or signers to the document. Each recipient will have the ability to view and fill out the mandatory fields. Let’s suppose the mandatory fields are signature, initials, and date; they are then required to fill them out.

After signing you will receive an email to view your signed document.

Next, you can download the file and save it to your desktop.

An eSign doc that has a status in the process means that is yet to get signed by the signer.

For this, you can take actions like:-

Viewing the original document.
Viewing the document’s updated status in the Timeline.
Canceling the eSign if you don’t want to send it to the recipient.
Renaming the document title.
Sending the recipient a reminder.
Editing the recipient’s name, phone, or email.

An eSign doc that has a status of completed means that the signer has already signed the document.

For this, you can take actions like:-

View Original doc.
Viewing the document’s updated status in the Timeline.
View Completed Doc.
Renaming the document title.
Use signed doc for new eSign requests

To Know about latest UI changes on eSign: Click Here

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Name, email, company, and title as fields for eSign

Nidhi mhendhiratta — Thu, 01 Jun 2023 13:31:50 +0000

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 and email; if we include agent fields, the agent’s information will also be auto-populated.

Usecase- Feature Assist with auto-populating fields and reducing the effort of writing similar information before sending the document.

Navigation –

Navigate to the eSignature module. Select Sign Document.

Select Document, then click Next.

Add the signer’s details, and click next.

We have added the recipient’s details to the signer’s section. We will see autofill fields on the place fields page that we can add. The signer’s details will auto-populate in the autofill fields when added to the document.
Add the company and title fields.

Enter the subject and message of the signers. Click on Send.

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Share multiple documents for eSignature

Neelima Gayathri — Tue, 30 May 2023 11:40:03 +0000

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 that you will upload will be merged and displayed in the same order as the documents were uploaded. You can add or remove files while adding documents for eSignature.

Note: If there is only one file then the name of the file will be displayed the same as the uploaded file. In case of multiple files, whatever subject will be given to the document while sending it, the merged file will be named accordingly.

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ESign Draft

Anjali Kapadia — Thu, 25 May 2023 18:05:06 +0000

Suppose you selected an eSign doc, added signers, and placed the fields. If you choose not to send the eSign document, it will be saved to the eSign list.

To View the Enhancement:

Navigate back to the Esign document list.
Click on the three dots of the saved eSign draft and choose any action you would like to do such as viewing the original doc or editing the recipient name, email, and phone number.

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Search contact in eSignature

Anjali Kapadia — Sat, 20 May 2023 15:42:46 +0000

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 the contact’s details displayed below which you can select from the list. This will help you quickly add the names from the contact list.

To view the enhancement:

Navigate to eSignature
Click on Sign Document
Select Document
Click Next
Click on Add Signers
Type the contact name
You will find the contact details of the same name from the contact list
The document will be saved and visible in the contact section under the eSignature tab

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Textbox and Checkbox in eSignature

Anjali Kapadia — Sat, 13 May 2023 16:01:11 +0000

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 necessary clause or points. The checkbox can be used for any mandatory fields.

To view enhancement:

Navigate to Sign Document

Select Document and click on Next

Add Signers and click on Next

Add and place the fields and click on Next

Type the subject and message and click on Send.
The textbox and checkbox added will look like this:

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