eSign – Return Documents Separately
Previously, we lacked the option to select our preferred method for receiving return documents. For instance, if you submitted three files, you would receive them
eSign Document Management
All information about eSign Document Management
eSign – Show Typed Signature in saved Signature
Previously, eSignatures were stored when signing a document using a mouse pad. Now, this functionality extends to text-based electronic signatures, reducing the need for repetitive
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
Search and Filters added to the eSignature module
Update – InsuredMine now extends the eSignature feature with an added search by title and filter options. Application – The revamp makes it easier for
Use signed documents for new eSign requests.
Description-we can now use the signed document to create a new eSignature request and send the document to another recipient for eSign in eSignature, account360,
Insert everywhere feature in eSignature.
Description-The eSignature module now includes a new feature that allows the recipient to sign all fields at once by clicking insert everywhere. Use Case– Ease
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
