We are excited to introduce a new enhancement to improve your document signing experience! With our latest update, you will now see a pointer option while signing the document.

Key Benefits of the Pointer Option:

Seamless Navigation – The pointer will guide you through each required signature field, ensuring a smooth signing process.

No Missed Fields – The pointer will automatically direct you to every signature field, preventing any fields from being overlooked.

Faster Completion – Navigate through the document effortlessly without having to manually search for signature fields.

Use Case: This feature ensures a hassle-free signing process, saving time and eliminating errors. Experience a more efficient and user-friendly way to sign your documents today.

To View The Enhancement:

• Navigate to eSignature module
• Upload a document for eSignature

• Add Recipient in the add signer page and click on next
• Add the signature and initials in add Field page

• Once the fields are added click on next and send the document for eSignature

• Once the document has been sent then when the signer will open the document to sign then they will be able to see the pointer in the left corner of the document.

The post Pointers on eSignature doc for the signers appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Release Date: March 1, 2025​

With our latest enhancement to the E-Sign module, we introduce the Radio Button functionality within the standard fields section. This feature allows users to easily collect binary responses from signers, making it simple to obtain confirmations or responses at any point in the document.

Use Case: Simplify the process of obtaining decisions from the client , such as ‘Yes’ or ‘No,’ within your documents, ensuring smoother responses and better communication.

To View the Enhancement:

• Navigate to the Esign Module.
• Select the Document to add.
• Click Next.

• Add the signer details and then click Next.

• Under Standard Fields, you will find the newly introduced ‘Radio’ button. Simply drag and drop it into the document.

• Two radio buttons will be added to the document for selecting ‘Yes’ or ‘No as shown in the image above.
• Click Next.

• Lastly fill in the details like Subject Message and send it to the signer via email or sms by clicking send.

• Once the signer opens the doc to sign, he will have to click on either of the radio buttons named ‘Yes’ or ‘No’ wherever its being placed in the doc to confirm or decline.

• Signer completed signing the document and received a Thank You message.

• The signer will receive a copy format of the signed document via email.
• To view the signed document, click on ‘View Signed Document.’

• After downloading the document, you will see a preview that highlights your selected radio button, either ‘Yes’ or ‘No,’ as illustrated in the image above.

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Within the E-sign module, we have introduced new columns for ‘Declined at,‘ ‘Cancelled at,’ ‘Completed at,‘ and ‘Scheduled at‘ date and time for the document. For instance, if the document status is declined or cancelledt, the date and time of that action will be displayed in these respective columns. For example, if the signer cancels the document on October 21, 2024, at 3:00 PM, this information will appear under these columns,

Use Case: Advanced e-sign tracking, leading to improved workflow efficiency. By enabling timely follow-ups, you can strengthen client communication and satisfaction, ultimately enhancing your overall client relationships.

To View the Enhancement:

Completed:

Cancelled:

Declined:

The post eSign – Added columns for Declined, Canceled, Completed, and Scheduled dates/times appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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 in-process document will be visible to them in the ‘For You’ section of the eSign Module until any action has been performed.

Use Case: Agents can now send eSign documents to multiple recipients, simplifying the signing process and improving document tracking.

To View the Enhancement:

UI Enhancement for eSign (Dec 2024): 

• Navigate to the eSignature module.
• Click on “Sign Document” located at the top right corner.

• Select the Document.
• Click on Next.

• Now within the Add Signers view, you can add details of the signer such as contact, account, and agent details.
• Next Click Add.

• Now, place the signature fields, auto-fill fields, or standard fields in the eSign doc.

• Before Sending to the signer, Add the subject , Message, Email ID.
• Then click on Send.

• In the “For Me” tab, only documents with “In Process” status will be visible.
• If the agent declines a document, that declined document will not be visible in the “For You” section.

The post ‘Waiting For You’ in eSignature appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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 able to access the option to edit in eSign. However, if the scenario is that there are multiple recipients and only one signs the document while others do not, then the edit option won’t be accessible.

Use Case: Flexibility to edit eSign documents in progress until fully signed.

To View the Enhancement:

• Click on any in-process Esign doc, then on the action button to access the edit option.

Let’s suppose the signer failed to sign the document, and in the meantime, you chose not to send it to the current signer.

To Edit:

• Now, click on the Action button to edit the signer’s name, email, and phone number, or you can choose to delete it and send it to a new signer, or else you can also add a different signer.

• After the agent edited the signer’s details and shared it with someone else, if the previous signer tries to access the doc, they’ll get an error message saying the link has been disabled.

Note: Suppose there is more than one recipient, and if one of the two signers has signed the document while the other hasn’t, you won’t be able to find the edit option in this scenario.

The post Edit eSign Docs Which are in Open Stage appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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 to access the option to cancel the eSign. However, if the scenario is that there are multiple recipients and only one signs the document while others do not, then the cancel option won’t be visible.

Use Case: Efficiently manage eSign documents by providing flexibility for cancellation when necessary.

To View the Enhancement:

• Click on any in-process Esign doc, then on the action button.

• Now from the drop-down, Click on cancel eSign.

• Then, you will get a notification saying, ‘Are you sure, You want to cancel eSignature’.
• If one of the two signers has signed the document while the other hasn’t, you won’t be able to find the cancel option in this scenario.

• You can view the status of the canceled document in the eSignature timeline as canceled.

The post Cancelled in Esign appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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 combined into a single PDF as the return output. However, now the Admin has the ability to choose whether the agency prefers viewing the return documents individually or as a single document.

Use Case: Users can choose between a consolidated PDF or individual files for each document, providing them with a more efficient ease of access.

Note: This setting will be enabled and managed exclusively from the admin only.

To View the Enhancement:

• Navigate to the eSignature module.
• Then, click on the three dots icon present in the top right corner.
• From the drop-down, click on ‘Document Settings.’

• A minimized window will then appear, asking you to select how you want the return document to be: Return Single Document or a Return Separate Document.
• Click Update.

If you are selecting ‘Return Single document’ from the document settings:

• Then, all the documents will be merged into one single PDF.

Now, If you are selecting ‘Return Separate document’ from the document settings:

• For instance, if two different documents are shared with the signer, upon signing, two separate attachments will be received.
• The signer will also receive two separate attachments.

Note: If only a single document is sent, after signing, it will not be received as a separate document.

The post eSign – Return Documents Separately appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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 typing in eSignature documents and saving time.

Use Case: Save time and effort by reusing your saved electronic signature with ease, streamlining the document signing process through convenient integration with eSignature documents.

To View the Enhancement:

When you receive an email to sign a doc: 

• Click on ‘Review & Sign’

• The document will open, prompting you to fill in specified fields such as initials, signature, company name, title, etc.
• Click on ‘Continue.’

• Now, while adding initials and signatures through text you can find your previously saved signatures.
• Choose one and insert it into the appropriate fields

The post eSign – Show Typed Signature in saved Signature appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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

Navigation:

1. Access the eSignature module.
2. Select “Sign Document.”

UI Enhancement for eSign (Dec 2024): 

3. Upload the PDF file and click “Next.”

4. Enter signer details and click “Next.”

5. While on the “Place Field” page, after adding sign fields, simply right-click on the desired field. An option to copy the field will appear, enabling effortless duplication as required.

UI Enhancement for eSign (Dec 2024): 

The post Field Copying Option in eSignature appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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 the original document.

Navigation

• Navigate to the eSignature module.
• Click on the three dots under the action column.
• Click on the View Original Doc. 

• After viewing the document, click on the Close button to close the document.

The post Option to view the original document appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Application – The revamp makes it easier for users to search and view the list of eSignatures, ensuring user-friendliness.

Process:

• Navigate to the eSignature from the left pane
• You will now have the option to:
  • View eSignatures divided into All, Completed, In Process, and Draft 
  • Use the search bar to Search by Title
  • Sort the eSignatures by name or created date
  • Filter based on Status, Created Date, and Agents

Note – An agent login will display the eSignatures of the agent alone, and the admin login will see an option to filter agent-wise eSignatures segregation.

The post Search and Filters added to the eSignature module appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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, contact360, and Pipeline modules. 

Use case: Send documents to signers more easily rather than starting over in case something is missed.

To View the Enhancement:-

• Navigate to the eSignature module. 
• Click on the document that needs to be sent to eSign again. Select the document that is complete.

• Click on the three dots under the action column for the same document.
• Click on the button use signed doc for new eSign request.

• You will be redirected to the signer’s section.
• Click on Next.
• Add fields as necessary, then click Send.

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