InsuredMine CRM | Optimize and Grow Your Insurance Agency

eSign Document Management

All information about eSign Document Management

Field Copying Option in eSignature

Description: Within the eSignature platform, a recent update introduces an improved capability allowing users to copy fields for increased efficiency. Navigation: Access the eSignature module.

Option to view the original document

Description: See the original document that was sent for signature in the eSignature module. Benefit: Look for missing information by comparing the completed form to

Sign Count in eSignature

Description – eSignature documents will show the number of required signature/input fields in each document.  Use Case- Easier for customers to know the number of

Introduced Templates in eSignature

Update – Agents may now save eSignature documents with the fields and content as templates. Use Case – Agents save time and effort since attaching

Generic filters

Most Search: Ams360Release Notes