‘Waiting For You’ in eSignature
Now you will be able to send the eSign docs to multiple agents for signing, and once the agents log in to the portal, the
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eSign Document Management
All information about eSign Document Management
Edit eSign Docs Which are in Open Stage
Now, if you are sending an eSign document to a recipient and the status is ‘in progress,’ unless the recipient signs it, you will be
Cancelled in Esign
Now, when sending an eSign document to a recipient and the status is ‘in progress,’ unless the recipient signs it, the agent/admin will be able
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 – 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
