esign in other modules Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Reorder Documents While Uploading for eSignature

Arzoo Kiran — Thu, 16 Jul 2026 06:44:12 +0000

Release Date: July 15, 2026

Available for: Admins and Agents.

Overview

We have introduced a new enhancement in the eSignature module that allows users to arrange the order of multiple PDF files while uploading them for eSignature. Users can reorder documents by dragging and dropping them, ensuring recipients view the documents in the intended sequence.

Why this matters

Use this enhancement to:

Upload multiple PDF files for eSignature.
Arrange documents in the preferred order before sending.
Send multiple documents together in a single eSignature request.
Send files for eSignature directly from a Pipeline Card.

To view the enhancement:

Navigate to e-signature.
Click esign Document.

The eSignature > Add Document page appears.
Click the + icon to upload PDF files.

Note: You must upload two or more PDF files to arrange their order.

Drag and drop the PDF files to arrange them in the preferred sequence.
Click Next.

To view the enhancement in the Pipeline:

Navigate to Pipelines.
Open the required Pipeline Card.

A detailed view of the Pipeline Card appears.
Click the Files tab.
The list of uploaded files is displayed.
Select the checkbox next to the file(s) you want to send for eSignature.
Click Send Files for eSignature.

Note: You can also add files by clicking Add Files. The added files appear in the Files section, where you can select them and send them for eSignature.

The esignature> Add Document page has been displayed.
Click Back.

The Add Document page appears with the selected files.

Note: Whether you upload documents directly in the eSignature module or send files for eSignature from a Pipeline Card, Contacts and Accounts, you can arrange the selected PDF files in the preferred order by dragging and dropping them.

The post Reorder Documents While Uploading for eSignature appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

eSignature as an Action in Pipeline Automation

Arzoo Kiran — Fri, 03 Apr 2026 13:49:44 +0000

Release Date: 3 April 2026

We have introduced a new enhancement in the Pipeline module that allows you to send an eSignature in Pipeline Automation. This enables agents to automatically send documents for eSignature as part of their workflow, reducing manual steps and ensuring faster processing.

Use Case: This ensures that necessary documents are sent for signature without delay, helping agents streamline the process.

To view the enhancement:

Note: Before configuring eSignature automation in Pipeline Automation, create the template in the eSignature Module that will be used to send for eSignature.

Steps to create the Template:

Navigate to the eSignature.
Click on Template.
Click on Add Templates.

You will be redirected to the Add Document Page.
Click on Add files.
Click on Next.

In the Add recipient role section, enter the recipient role name in the Role field and click Add.
After adding the role, click Next to proceed.

You will be redirected to the place fields page.
An Auto- fill fields panel appears on the right-hand side.
From there, drag and drop the required fields onto the file.
Click on Next.

You will be redirected to the Save Template Page.
Here, you enter the subject and message for the recipients.

Steps to configure eSignature in Pipeline Automation:

Navigate to the Pipeline.
Select the Pipeline in which you want to set the Automation.
Click on Automation.

You will be redirected to the Automation Page
Select the Stage in the left corner in which you want to set the Automation.
Then, Click on the Add New Automation Stage.

You will be redirected to the Add Automation page.
Click on the eSignature.

You will be redirected to the eSignature Automation page.

From the dropdown, you can select your saved templates, which have been created in eSignature Templates.

As shown below, you have the option to move or copy the deal card once the eSignature is completed.

“Select the Move/Copy action and choose the Pipeline and Stage where you want the deal card to be moved or copied once the document is completed. After this action is set, the deal card will automatically move or copy to the selected Pipeline and Stage upon completion of the eSignature document.”
Fill in the required mandatory fields and click Save.

Once saved, the eSignature automation will be configured.

Create a deal Card and add the details.

Finally, to trigger the e-signature automation, create or move the deal card in which the e-signature automation has been set. A pop-up will appear—click Apply.

You can view the e-signature status by clicking on the deal card detail.

Note: After the automation is applied, once the client signs the document, the card automatically moves to the configured stage.

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eSignature tab in Pipeline

Anjali Kapadia — Sat, 05 Aug 2023 07:48:32 +0000

Now you have the eSignature tab in the expanded view of the deal card. So, once you upload any file in the deal card and send it for eSignature, that file will be available in the eSignature document list under the eSignature tab.

To view the enhancement:

Navigate to Pipelines
Click on a Deal Card
Navigate to Files
Click on Add file
Upload the file and click on Save
Click on 3 dots icon
Select Send for eSignature

You will then be navigated to the eSignature page to add signers

Navigate to the eSignature tab in the extended view of Deal Card

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Send Documents for eSignature from Contact360, Account360, and Deal card

Anjali Kapadia — Tue, 04 Jul 2023 16:25:10 +0000

You can share documents with your contacts for eSignature from Contact 360, Account 360, and deal cards in the pipeline.

Contact 360

Account 360

Deal Card

To view the enhancement:

Navigate to Accounts
Select one account to view the Account 360
Click on Files
Upload a PDF document

Note: Only PDF document is applicable for eSignature. If you upload any other format it will display an error message.

Once the file is uploaded it will be visible in the file list
Click on the three-dots icon next to the file name
Select Send For eSignature

If you want to add additional signers, click on the Add button and click Next

Add and place the fields and click Next

Type the subject and message and click Send

The eSignature tab is also available in Contact 360 and Account 360. And if you have already sent any document for eSignature from Contact 360 or Account 360 then you will find all the details under the eSignature tab. The details will include all the documents you have sent and the status of the document.

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